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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
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.25M +$251K +3,076 +4%
HCM
777
Hutchinson Capital Management
California
$7.25M +$133K +1,631 +2%
TAM
778
Taurus Asset Management
New York
$7.22M -$143K -1,750 -2%
WM
779
WS Management
Florida
$7.21M
SCA
780
Stonebridge Capital Advisors
Minnesota
$7.19M +$366K +4,481 +6%
SMI
781
Shelter Mutual Insurance
Missouri
$7.19M
HL
782
HeadInvest LLC
Maine
$7.17M +$90.9K +1,112 +1%
CIC
783
Cornercap Investment Counsel
Georgia
$7.15M -$156K -1,912 -2%
SIC
784
Salem Investment Counselors
North Carolina
$7.15M -$2.17M -26,518 -24%
CEP
785
Chicago Equity Partners
Illinois
$7.05M -$230K -2,810 -3%
SWM
786
SVA Wealth Management
Wisconsin
$7.02M +$16K +196 +0.2%
IAA
787
Independent Advisor Alliance
North Carolina
$7.01M -$106K -1,298 -2%
ST
788
Spinnaker Trust
Maine
$6.99M +$484K +5,924 +8%
EAM
789
Eagle Asset Management
Florida
$6.98M +$227K +2,774 +3%
NC
790
Northpointe Capital
Michigan
$6.98M -$70.2K -859 -1%
JC
791
Jacobs & Co
California
$6.96M -$212K -2,595 -3%
EVM
792
Evelyn V. Moreno
$6.93M -$246K -3,006 -4%
KFP
793
Keystone Financial Planning
Ohio
$6.92M +$12.8K +157 +0.2%
AAM
794
Aureus Asset Management
Massachusetts
$6.91M -$58K -710 -0.9%
CBA
795
Coastal Bridge Advisors
Connecticut
$6.88M +$7.6K +93 +0.1%
RP
796
Rowlandmiller & Partners
Georgia
$6.85M -$39.7K -486 -0.6%
HSA
797
HBK Sorce Advisory
Pennsylvania
$6.82M +$36.2K +443 +0.6%
KRSITF
798
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.8M +$19.5K +239 +0.3%
TWA
799
TCI Wealth Advisors
Arizona
$6.8M -$25.4K -311 -0.4%
SOAMC
800
Spirit of America Management Corp
New York
$6.78M -$123K -1,500 -2%

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.