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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
BCM
701
Buckhead Capital Management
Georgia
$8.41M -$8.59K -105 -0.1%
6M
702
6 Meridian
Kansas
$8.36M -$1.69M -20,656 -17%
PDN
703
Pensionfund DSM Netherlands
Netherlands
$8.35M
VCM
704
Versant Capital Management
Arizona
$8.34M -$10.1K -123 -0.1%
CFG
705
Citizens Financial Group
Rhode Island
$8.33M -$845K -10,340 -10%
GP
706
Girard Partners
Pennsylvania
$8.32M +$43.4K +531 +0.5%
SIG
707
Sky Investment Group
Connecticut
$8.32M -$98.1K -1,200 -1%
GC
708
Gratus Capital
Georgia
$8.28M -$141K -1,723 -2%
BWP
709
Baldwin Wealth Partners
Massachusetts
$8.27M -$364K -4,446 -4%
OWD
710
Osborn Williams & Donohoe
Ohio
$8.23M -$34.6K -423 -0.4%
BUB
711
BBVA USA Bancshares
Texas
$8.19M -$452K -5,523 -5%
WEC
712
Winslow Evans & Crocker
Massachusetts
$8.19M -$146K -1,786 -2%
GP
713
Greenline Partners
New York
$8.19M -$64.1K -784 -0.8%
CC
714
Chicago Capital
Illinois
$8.19M -$51.2K -626 -0.6%
H
715
HoyleCohen
California
$8.18M +$54.5K +667 +0.7%
VFM
716
Viking Fund Management
North Dakota
$8.16M -$8.79M -107,500 -53%
1SB
717
1ST Source Bank
Indiana
$8.13M -$438K -5,356 -5%
RCYC
718
Richard C. Young & Co
Rhode Island
$8.11M +$63.9K +782 +0.8%
CMO
719
Covenant Multifamily Offices
Texas
$8.09M -$1.25M -15,285 -14%
BPB
720
Badgley, Phelps & Bell
Washington
$8.08M +$177K +2,163 +2%
CAM
721
Congress Asset Management
Massachusetts
$8.06M +$11.8K +144 +0.2%
CA
722
CastleArk Alternatives
Illinois
$8.03M +$3.76M +46,020 +95%
RFM
723
Royal Fund Management
Florida
$7.98M +$605K +7,400 +9%
SFS
724
Sowell Financial Services
Arkansas
$7.96M +$282K +3,454 +4%
KIA
725
KCM Investment Advisors
California
$7.96M -$92.9K -1,136 -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.