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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
AP
901
Appleton Partners
Massachusetts
$5.43M -$149K -1,824 -3%
FAF
902
Första AP-fonden
Sweden
$5.43M -$1.85M -22,600 -26%
CCA
903
Cobblestone Capital Advisors
New York
$5.4M -$348K -4,259 -6%
WCF
904
West Coast Financial
California
$5.4M +$1.62M +19,770 +45%
HCM
905
Hodges Capital Management
Texas
$5.4M +$137K +1,675 +3%
BCM
906
BTC Capital Management
Iowa
$5.39M -$571K -6,979 -10%
CANC
907
Culbertson A N & Co
Virginia
$5.39M +$18.6K +227 +0.4%
BO
908
Bank OZK
Arkansas
$5.38M -$22.9K -280 -0.4%
AWM
909
Altavista Wealth Management
North Carolina
$5.37M -$1.53M -18,692 -23%
FIM
910
Fruth Investment Management
Texas
$5.37M +$16.4K +200 +0.3%
FMC
911
First Merchants Corp
Indiana
$5.33M -$177K -2,169 -3%
TNB
912
Thomasville National Bank
Georgia
$5.33M -$234K -2,867 -4%
SIC
913
Schwartz Investment Counsel
Michigan
$5.33M -$3.39M -41,500 -40%
CAM
914
Columbia Asset Management
Michigan
$5.29M -$67.3K -823 -1%
FFSOTS
915
Fiduciary Financial Services of The Southwest
Texas
$5.28M +$6.29K +77 +0.1%
ZB
916
Zions Bancorporation
Utah
$5.28M +$26.7K +326 +0.5%
JWBC
917
J.W. Burns & Co
New York
$5.27M -$346K -4,228 -6%
ODCM
918
Old Dominion Capital Management
Virginia
$5.25M +$3.89M +47,561 +334%
JWM
919
JGP Wealth Management
Oregon
$5.24M +$50.3K +615 +1%
SWK
920
Stephen W. Kidder
$5.22M -$131K -1,600 -3%
AIM
921
Assured Investment Management
New York
$5.22M +$3.81M +46,580 +315%
BAAM
922
Baker Avenue Asset Management
California
$5.21M +$620K +7,586 +14%
TBNY
923
Trustco Bank (New York)
New York
$5.18M -$11.9K -146 -0.2%
FNF
924
Fidelity National Financial
Florida
$5.14M -$6.1M -74,630 -55%
PAPAIJV
925
Paragon Associates & Paragon Associates II Joint Venture
Texas
$5.1M +$818K +10,000 +20%

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.