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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
MIM
751
Marco Investment Management
Georgia
$7.64M -$419K -5,129 -5%
GC
752
Grimes & Company
Massachusetts
$7.64M -$2.7K -33 -0%
CA
753
Cornerstone Advisors
North Carolina
$7.62M
LSA
754
L & S Advisors
California
$7.62M -$3.48M -42,598 -32%
BSW
755
Buckingham Strategic Wealth
Missouri
$7.54M -$513K -6,279 -7%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$7.54M -$45K -550 -0.6%
Ninety One (UK)
757
Ninety One (UK)
United Kingdom
$7.52M -$992K -12,130 -12%
CBTWT
758
Community Bank & Trust (Waco, Texas)
Texas
$7.5M +$43.2K +528 +0.6%
RC
759
RegentAtlantic Capital
New Jersey
$7.5M -$582K -7,114 -7%
SC
760
Searle & Co
Connecticut
$7.47M -$818 -10 -0%
HA
761
Hamel Associates
New Jersey
$7.46M +$136K +1,661 +2%
PHS
762
Pekin Hardy Strauss
Illinois
$7.46M -$85.2K -1,042 -1%
DWT
763
Dorsey & Whitney Trust
South Dakota
$7.43M +$24.6K +301 +0.3%
MGFS
764
Miller Green Financial Services
Texas
$7.42M -$2.57M -31,452 -26%
VanEck Associates
765
VanEck Associates
New York
$7.41M +$131K +1,604 +2%
LI
766
Lafayette Investments
Maryland
$7.39M -$73K -893 -1%
SC
767
Schulhoff & Co
Ohio
$7.39M +$491 +6 +0%
HCMNY
768
Howard Capital Management (New York)
New York
$7.39M +$82.3K +1,006 +1%
FFBTD
769
First Financial Bank - Trust Division
Ohio
$7.38M +$104K +1,278 +1%
HAIM
770
Hunter Associates Investment Management
Pennsylvania
$7.36M -$29.4K -360 -0.4%
FA
771
FDx Advisors
Illinois
$7.31M -$2.84M -34,750 -29%
TF
772
Tompkins Financial
New York
$7.31M +$104K +1,272 +2%
MCM
773
Maryland Capital Management
Maryland
$7.29M +$41.5K +507 +0.6%
NP
774
NS Partners
United Kingdom
$7.28M +$2.41M +29,432 +52%
IP
775
Isthmus Partners
Wisconsin
$7.25M +$213K +2,611 +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.