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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
ACC
801
Accident Compensation Corp
New Zealand
$6.77M -$1.47M -18,000 -18%
NCM
802
Narwhal Capital Management
Georgia
$6.76M -$85K -1,040 -1%
IEFM
803
IQ EQ Fund Management
Ireland
$6.75M -$2.84M -34,679 -31%
MYLI
804
Meiji Yasuda Life Insurance
Japan
$6.75M -$587K -7,181 -8%
WS
805
Wedbush Securities
California
$6.75M -$1.24M -15,135 -16%
BWM
806
Buckley Wealth Management
Nevada
$6.73M +$421K +5,150 +7%
SI
807
Sprott Inc
Ontario, Canada
$6.72M -$81.8K -1,000 -1%
GIA
808
Granite Investment Advisors
New Hampshire
$6.7M -$521K -6,375 -7%
HA
809
Halsey Associates
Connecticut
$6.69M -$91.2K -1,115 -1%
PPCM
810
Pillar Pacific Capital Management
California
$6.69M -$650K -7,955 -9%
FNBTCON
811
First National Bank & Trust Co of Newtown
Pennsylvania
$6.69M -$94.3K -1,154 -1%
PA
812
Parallel Advisors
California
$6.66M -$10.9K -133 -0.2%
SPC
813
Sigma Planning Corp
Michigan
$6.64M +$56.3K +689 +0.9%
HTHT
814
Hemenway Trust Hemenway Trust
New Hampshire
$6.62M -$2.39M -29,268 -27%
CCMINC
815
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.6M -$99.2K -1,213 -2%
WSTAM
816
Wilbanks Smith & Thomas Asset Management
Virginia
$6.58M -$2.01M -24,567 -24%
AHB
817
Abner Herrman & Brock
New Jersey
$6.55M -$40.5K -495 -0.6%
SWM
818
SeaCrest Wealth Management
New York
$6.52M -$173K -2,116 -3%
MCM
819
Monarch Capital Management
Indiana
$6.5M -$245K -2,996 -4%
SWM
820
Stockman Wealth Management
Montana
$6.49M +$78.6K +961 +1%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$6.47M +$168K +2,051 +3%
SFM
822
Signet Financial Management
New Jersey
$6.45M -$309K -3,783 -5%
GBT
823
Grove Bank & Trust
Florida
$6.43M +$204K +2,499 +3%
MNG
824
Manning & Napier Group
New York
$6.41M +$95.3K +1,165 +2%
ACP
825
Ashfield Capital Partners
California
$6.4M -$188K -2,298 -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.