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ExxonMobil

2,425 hedge funds and large institutions have $196B invested in ExxonMobil in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 825 increasing their positions, 1,262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 56

17% more call options, than puts

Call options by funds: $2.12B | Put options by funds: $1.81B

5% more capital invested

Capital invested by funds: $188B → $196B (+$8.6B)

0.71% more ownership

Funds ownership: 53.81%54.51% (+0.71%)

0% less funds holding

Funds holding: 2,4342,425 (-9)

13% less funds holding in top 10

Funds holding in top 10: 428372 (-56)

35% less repeat investments, than reductions

Existing positions increased: 825 | Existing positions reduced: 1,262

Holders
2,425
Holders Change
-9
Holders Change %
-0.37%
% of All Funds
55.43%
Holding in Top 10
372
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-13.08%
% of All Funds
8.5%
New
68
Increased
825
Reduced
1,262
Closed
56
Calls
$2.12B
Puts
$1.81B
Net Calls
+$306M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$576M -$14.3M -175,477 -3%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$571M -$47.6M -582,504 -8%
Capital International Investors
53
Capital International Investors
California
$567M +$545M +6,665,104 New
Prudential Financial
54
Prudential Financial
New Jersey
$555M -$7.27M -88,894 -1%
ClearBridge Investments
55
ClearBridge Investments
New York
$554M -$21.4M -261,604 -4%
CS
56
Credit Suisse
Switzerland
$542M +$39.9M +488,526 +8%
US Bancorp
57
US Bancorp
Minnesota
$525M -$8.54M -104,476 -2%
AAMU
58
Amundi Asset Management US
Massachusetts
$523M +$50.4M +616,295 +11%
APG Asset Management
59
APG Asset Management
Netherlands
$520M +$89.9K +1,100 +0%
Barclays
60
Barclays
United Kingdom
$505M +$24.6M +301,365 +5%
Fisher Asset Management
61
Fisher Asset Management
Washington
$498M +$18.7M +228,513 +4%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$487M -$2.9M -35,493 -0.6%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$462M +$25.5M +311,765 +6%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$452M +$116M +1,420,065 +36%
Canada Life
65
Canada Life
Manitoba, Canada
$435M -$28.7M -351,407 -6%
CSIA
66
Charles Schwab Investment Advisory
California
$411M +$5.81M +71,001 +1%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$408M -$10.5M -128,716 -3%
Pzena Investment Management
68
Pzena Investment Management
New York
$396M +$11.9M +145,246 +3%
CWG
69
C WorldWide Group
Denmark
$363M +$349M +4,273,004 New
RJA
70
Raymond James & Associates
Florida
$354M -$5.68M -69,528 -2%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$349M -$28M -342,400 -8%
Bessemer Group
72
Bessemer Group
New Jersey
$347M +$163M +1,990,144 +95%
M&T Bank
73
M&T Bank
New York
$342M -$7.41M -90,613 -2%
PI
74
Putnam Investments
Massachusetts
$335M +$1.9M +23,202 +0.6%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$334M -$28.4M -347,751 -8%

XOM Hedge Fund Activity: Q3 2018 in Review

2,425 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2018, worth a combined $196B — up 4.6% from $188B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XOM positions and 56 closed out — a net gain of 12 holders — while 825 added to existing stakes and 1,262 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.63B. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $444M.

  • 2,425 institutional investors held ExxonMobil (XOM) as of Q3 2018, down from 2,434 in Q2 2018.
  • Funds reported $196B of ExxonMobil stock for Q3 2018, up 4.6% quarter-over-quarter.
  • 68 funds opened new ExxonMobil positions in Q3 2018 and 56 closed out, a net change of +12 holders.
  • The largest ExxonMobil buyer in Q3 2018 was Wellington Management Group, an estimated $1.63B added.
  • The largest ExxonMobil seller in Q3 2018 was Mitsubishi UFJ Trust & Banking, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2018.