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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$28B +$267M +3,269,684 +1%
BlackRock
2
BlackRock
New York
$22.7B +$162M +1,984,204 +0.7%
State Street
3
State Street
Massachusetts
$17.7B +$81.7M +998,936 +0.5%
Northern Trust
4
Northern Trust
Illinois
$4.67B -$77.8M -951,972 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.54B +$1.63B +19,985,111 +60%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.5B -$99M -1,210,498 -2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$4.23B -$352M -4,308,139 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.12B +$68M +831,301 +2%
Bank of America
9
Bank of America
North Carolina
$3.78B -$91M -1,112,777 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.54B +$445M +5,439,082 +15%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.54B +$626M +7,661,385 +23%
Norges Bank
12
Norges Bank
Norway
$3.42B +$10.3M +125,446 +0.3%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$3.16B
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.73B +$37.6M +459,785 +1%
Wells Fargo
15
Wells Fargo
California
$2.15B -$62.1M -759,584 -3%
Charles Schwab
16
Charles Schwab
California
$2.08B +$61.8M +755,741 +3%
Morgan Stanley
17
Morgan Stanley
New York
$1.87B +$296M +3,614,568 +20%
Goldman Sachs
18
Goldman Sachs
New York
$1.85B -$147M -1,799,222 -8%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.79B -$1.43M -17,456 -0.1%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.73B +$17.7M +216,323 +1%
Franklin Resources
21
Franklin Resources
California
$1.7B +$322M +3,936,010 +25%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$1.54B +$1.26M +15,380 +0.1%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.3B -$36.5M -446,776 -3%
Ameriprise
24
Ameriprise
Minnesota
$1.28B -$10.3M -125,989 -1%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.24B -$43M -526,100 -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.