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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
MIA
851
MainStreet Investment Advisors
Illinois
$6.07M +$461K +5,643 +9%
NAMP
852
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.07M -$371K -4,542 -6%
MJP
853
Michael J. Puzo
$6.06M -$85.2K -1,042 -1%
FNT
854
First Nebraska Trust
Nebraska
$6.05M -$87.6K -1,072 -1%
WFMPM
855
Woodley Farra Manion Portfolio Management
Indiana
$6.04M +$61.5K +752 +1%
BMC
856
Beaton Management Company
Massachusetts
$6.03M -$139K -1,700 -2%
TCOT
857
Trust Company of Toledo
Ohio
$6.01M -$104K -1,268 -2%
LIM
858
Leavell Investment Management
Alabama
$6M +$69.7K +852 +1%
HFS
859
Haverford Financial Services
Pennsylvania
$6M -$42.4K -518 -0.7%
RWP
860
RWA Wealth Partners
Massachusetts
$5.99M +$359K +4,388 +7%
AC
861
AFAM Capital
Texas
$5.97M +$519K +6,346 +10%
WWM
862
Willingdon Wealth Management
North Carolina
$5.97M +$631K +7,718 +12%
BFO
863
Biltmore Family Office
North Carolina
$5.97M -$57.9K -708 -1%
STMM
864
South Texas Money Management
Texas
$5.97M +$90.8K +1,111 +2%
CFMC
865
Curbstone Financial Management Corp
New Hampshire
$5.97M +$260K +3,178 +5%
NSEDCP
866
NJ State Employees Deferred Compensation Plan
New Jersey
$5.95M
WAM
867
Wealthspire Advisors (Maryland)
Maryland
$5.95M -$231K -2,824 -4%
LWAC
868
Laurel Wealth Advisors (California)
California
$5.91M -$231K -2,827 -4%
BRCM
869
Bright Rock Capital Management
Massachusetts
$5.9M
MJRIC
870
Mogy Joel R Investment Counsel
California
$5.9M -$1.11M -13,593 -16%
BMC
871
Benin Management Corp
Connecticut
$5.88M +$711K +8,699 +14%
PI
872
Pettee Investors
Connecticut
$5.88M
PTB
873
Pioneer Trust Bank
Oregon
$5.88M -$179K -2,185 -3%
CRC
874
Curi RMB Capital
Illinois
$5.88M +$354K +4,333 +7%
CT
875
Chicago Trust
Illinois
$5.86M -$204K -2,494 -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.