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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
RL
76
Ruffer LLP
United Kingdom
$331M -$38.8M -474,973 -11%
HT
77
HighTower Trust
Texas
$331M -$7.82M -95,599 -2%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$330M -$32.6M -398,910 -9%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$325M +$13M +158,924 +4%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$309M -$7.47M -91,340 -2%
National Pension Service
81
National Pension Service
South Korea
$305M -$943K -11,534 -0.3%
Allianz Asset Management
82
Allianz Asset Management
Germany
$303M -$13.8M -169,008 -5%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$301M -$444M -5,433,496 -61%
AQR Capital Management
84
AQR Capital Management
Connecticut
$276M -$57.1M -697,832 -18%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$275M +$26.7M +326,456 +11%
Stifel Financial
86
Stifel Financial
Missouri
$272M -$8.46M -103,514 -3%
AL
87
AJO LP
Pennsylvania
$265M -$196M -2,393,995 -43%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$261M -$10.3M -125,612 -4%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$258M +$36.4M +444,823 +17%
O
90
OppenheimerFunds
New York
$251M +$25M +306,051 +12%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$250M -$2.94M -35,964 -1%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$245M -$3.12M -38,156 -1%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$243M +$6.86M +83,949 +3%
SO
94
STRS Ohio
Ohio
$235M -$16.8M -205,217 -7%
EIP
95
Epoch Investment Partners
New York
$230M -$14.5M -177,557 -6%
KeyBank National Association
96
KeyBank National Association
Ohio
$229M -$14.1M -172,306 -6%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$228M -$34.4M -421,177 -14%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$223M -$43.7M -534,200 -17%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$219M +$68.3M +835,272 +48%
Brown Advisory
100
Brown Advisory
Maryland
$215M -$611K -7,473 -0.3%

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.