We are live on ! Find out more
XOM icon

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
CCMG
651
Clark Capital Management Group
Pennsylvania
$9.69M +$1.33M +16,328 +17%
WC
652
Woodstock Corp
Massachusetts
$9.67M -$101K -1,239 -1%
SGAM
653
Smith Group Asset Management
Texas
$9.66M -$546K -6,683 -6%
FIB
654
First Interstate Bank
Montana
$9.63M -$247K -3,024 -3%
RFA
655
Reilly Financial Advisors
California
$9.61M -$262K -3,210 -3%
Qube Research & Technologies (QRT)
656
Qube Research & Technologies (QRT)
United Kingdom
$9.6M +$9.23M +112,854 New
CBB
657
Citizens Business Bank
California
$9.56M -$92.6K -1,133 -1%
CIC
658
Cutler Investment Counsel
Oregon
$9.54M +$24.6K +301 +0.3%
YIA
659
YHB Investment Advisors
Connecticut
$9.54M -$143K -1,743 -2%
BFIM
660
Beese Fulmer Investment Management
Ohio
$9.47M +$4.66K +57 +0.1%
ACM
661
Advisors Capital Management
New Jersey
$9.45M +$113K +1,377 +1%
GG
662
Greenwood Gearhart
Arkansas
$9.45M +$554K +6,782 +6%
SCA
663
Stillwater Capital Advisors
Pennsylvania
$9.44M -$9.4K -115 -0.1%
CAM
664
Carret Asset Management
New York
$9.44M -$395K -4,832 -4%
FB
665
Fulton Bank
Pennsylvania
$9.39M -$283K -3,464 -3%
FTC
666
Farmers Trust Company
Ohio
$9.34M +$22.7K +278 +0.3%
PWW
667
Pettyjohn Wood & White
Virginia
$9.32M +$96.6K +1,182 +1%
KFC
668
Klingenstein Fields & Co
New York
$9.31M -$142K -1,731 -2%
DCM
669
Dupont Capital Management
Delaware
$9.28M -$7.95M -97,220 -47%
SGK
670
Steigerwald Gordon & Koch
Virginia
$9.24M -$133K -1,625 -1%
NSIM
671
North Star Investment Management
Illinois
$9.23M +$742K +9,074 +9%
SCM
672
Stonebridge Capital Management
California
$9.2M -$96.9K -1,185 -1%
DIA
673
Dean Investment Associates
Ohio
$9.19M +$900K +11,009 +11%
ANBT
674
American National Bank & Trust
Texas
$9.19M -$152K -1,860 -2%
CC
675
Courier Capital
New York
$9.08M -$85.3K -1,043 -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.