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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
HFS
201
HL Financial Services
Kentucky
$69.3M -$976K -11,943 -1%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$68.1M +$319K +3,903 +0.5%
Lord, Abbett & Co
203
Lord, Abbett & Co
New Jersey
$68.1M +$6.26M +76,600 +11%
QI
204
QS Investors
New York
$67.7M +$1.13M +13,795 +2%
URS
205
Utah Retirement Systems
Utah
$67M +$278K +3,400 +0.4%
CFB
206
Cullen/Frost Bankers
Texas
$67M -$384K -4,699 -0.6%
PCA
207
Peddock Capital Advisors
Massachusetts
$65.8M -$58.3K -713 -0.1%
ZIG
208
Zurich Insurance Group
Switzerland
$65.4M -$262K -3,200 -0.4%
SAM
209
Shell Asset Management
Netherlands
$65.3M -$1.42M -17,344 -2%
MIP
210
Mondrian Investment Partners
United Kingdom
$64.8M +$11.3M +137,944 +22%
BTS
211
BB&T Securities
Virginia
$64M -$12.3M -150,548 -17%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$63.8M -$65.2K -798 -0.1%
WF
213
Welch & Forbes
Massachusetts
$63.7M -$1.5M -18,404 -2%
GC
214
Guggenheim Capital
Illinois
$63.4M +$3.84M +46,935 +7%
GF
215
Gabelli Funds
New York
$63.3M -$1.64M -20,000 -3%
DC
216
Davenport & Co
Virginia
$63.1M -$707K -8,642 -1%
NMIMC
217
Northwestern Mutual Investment Management Company
Wisconsin
$63M -$5.71M -69,881 -9%
Truist Financial
218
Truist Financial
North Carolina
$62.8M -$6.49M -79,425 -10%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$62.6M -$6.2M -75,820 -9%
KCM
220
Kornitzer Capital Management
Kansas
$61.7M +$525K +6,420 +0.9%
AG
221
Advisor Group
Arizona
$60.9M +$7.73M +94,591 +15%
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$60.5M -$5.63M -68,908 -9%
MAM
223
Martingale Asset Management
Massachusetts
$59.4M +$1.46M +17,907 +3%
RCAMU
224
Rothschild & Co Asset Management US
Connecticut
$58.7M -$2.51M -30,669 -4%
AIA
225
Avalon Investment & Advisory
Texas
$58.4M +$19.1M +233,167 +51%

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.