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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
Calamos Advisors
151
Calamos Advisors
Illinois
$118M -$1.74M -21,302 -2%
JMPWA
152
JP Morgan Private Wealth Advisors
California
$118M -$1.08M -13,172 -0.9%
DA
153
Doliver Advisors
Texas
$113M +$5.01M +61,235 +5%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$113M -$24.7M -301,928 -19%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$112M +$1.38M +16,932 +1%
Robeco Institutional Asset Management
156
Robeco Institutional Asset Management
Netherlands
$112M +$12.6M +153,563 +13%
UCFA
157
United Capital Financial Advisors
Texas
$111M +$2.96M +36,220 +3%
CB
158
Cooke & Bieler
Pennsylvania
$111M +$2.19M +26,768 +2%
CI
159
Cincinnati Insurance
Ohio
$110M
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$109M +$7.01M +85,680 +7%
SOMRS
161
State of Michigan Retirement System
Michigan
$107M +$654K +8,000 +0.6%
SC
162
SRB Corp
Massachusetts
$106M +$43.8K +536 +0%
MSL
163
Mackay Shields LLC
New York
$106M -$1.23M -15,035 -1%
LPL Financial
164
LPL Financial
California
$105M -$1.46M -17,829 -1%
MIM
165
MetLife Investment Management
New Jersey
$105M -$1.2M -14,699 -1%
UH
166
Unigestion Holding
Switzerland
$104M -$13.5M -164,880 -12%
Comerica Bank
167
Comerica Bank
Texas
$102M -$16.8M -205,770 -14%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$102M -$29.6M -362,646 -23%
KBC Group
169
KBC Group
Belgium
$98.2M +$16M +196,059 +20%
ASRS
170
Arizona State Retirement System
Arizona
$95.7M +$871K +10,648 +1%
ORIO
171
Old Republic International (ORI)
Illinois
$95.6M
HTC
172
Haverford Trust Company
Pennsylvania
$95.4M -$1.04M -12,736 -1%
FAF
173
Fjarde Ap-fonden
Sweden
$93.8M -$6.21M -76,001 -6%
Luther King Capital Management (LKCM)
174
Luther King Capital Management (LKCM)
Texas
$90.9M -$13.4M -163,767 -13%
Creative Planning
175
Creative Planning
Kansas
$89.5M +$1.26M +15,351 +1%

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.