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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
WIM
726
Waverton Investment Management
United Kingdom
$7.95M -$93.8K -1,147 -1%
ACP
727
Aviance Capital Partners
Florida
$7.94M +$1.12M +13,711 +17%
PTC
728
Private Trust Company
Ohio
$7.94M -$80.9K -989 -1%
DSC
729
Duncker Streett & Co
Missouri
$7.93M -$184K -2,248 -2%
BII
730
Bainco International Investors
Massachusetts
$7.92M +$22.5K +275 +0.3%
BFA
731
Bragg Financial Advisors
North Carolina
$7.91M +$10.5K +128 +0.1%
HVIA
732
Hudson Valley Investment Advisors
New York
$7.86M -$82.1K -1,004 -1%
MAA
733
Matrix Asset Advisors
New York
$7.85M -$361K -4,418 -5%
BCB
734
Brian C. Broderick
$7.84M -$10.2K -125 -0.1%
FBT
735
First Bankers Trust
Kentucky
$7.84M +$202K +2,471 +3%
TNBTD
736
Trustmark National Bank Trust Department
Mississippi
$7.82M -$476K -5,824 -6%
RC
737
Reik & Co
New York
$7.82M -$7.77K -95 -0.1%
FAT
738
First American Trust
California
$7.8M -$403K -4,931 -5%
NIA
739
Northstar Investment Advisors
Colorado
$7.79M -$3.68M -45,020 -33%
MCTIC
740
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.79M -$185K -2,258 -2%
SFS
741
Strategic Financial Services
New York
$7.78M -$500K -6,110 -6%
ZCA
742
Zeke Capital Advisors
Pennsylvania
$7.76M +$88.1K +1,078 +1%
AAA
743
Adams Asset Advisors
Texas
$7.76M -$426K -5,206 -5%
CCG
744
Cypress Capital Group
Florida
$7.75M -$413K -5,047 -5%
KFS
745
Kurt F. Somerville
$7.71M -$189K -2,308 -2%
AT
746
Arden Trust
Delaware
$7.7M -$7.52K -92 -0.1%
RIA
747
RPG Investment Advisory
California
$7.69M -$378K -4,624 -5%
AI
748
Ariel Investments
Illinois
$7.67M -$1.64K -20 -0%
AP
749
Advisor Partners
California
$7.66M +$850K +10,398 +13%
BAS
750
Brown Advisory Securities
Maryland
$7.65M -$229K -2,806 -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.