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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
S
926
SignatureFD
Georgia
$5.06M +$241K +2,946 +5%
MIP
927
Marietta Investment Partners
Wisconsin
$5.05M -$10.2K -125 -0.2%
BCM
928
BTR Capital Management
California
$5.05M -$330K -4,035 -6%
PPSG
929
Princeton Portfolio Strategies Group
New Jersey
$5.01M +$100K +1,225 +2%
TMAM
930
Tokio Marine Asset Management
Japan
$4.99M -$147K -1,793 -3%
CPA
931
Court Place Advisors
Maryland
$4.99M -$208K -2,542 -4%
LRPA
932
L. Roy Papp & Associates
Arizona
$4.98M -$260K -3,182 -5%
BFEC
933
Benjamin F. Edwards & Company
Missouri
$4.98M +$221K +2,700 +5%
HKIM
934
Hayek Kallen Investment Management
Alabama
$4.96M -$40.7K -498 -0.8%
ISB
935
Iowa State Bank
Iowa
$4.95M +$18.4K +225 +0.4%
BCCM
936
Bridge Creek Capital Management
Massachusetts
$4.94M -$282K -3,447 -6%
LPC
937
Loeb Partners Corp
New York
$4.92M -$347K -4,250 -7%
VCM
938
Violich Capital Management
California
$4.92M -$124K -1,515 -3%
DAS
939
Dynamic Advisor Solutions
Arizona
$4.92M +$268K +3,280 +6%
NEI
940
Northwest & Ethical Investments
Ontario, Canada
$4.9M +$191K +2,334 +4%
HBT
941
Hills Bank & Trust
Iowa
$4.9M -$91.4K -1,118 -2%
CCT
942
Capital City Trust
Florida
$4.87M +$13.6K +166 +0.3%
SC
943
Saybrook Capital
North Carolina
$4.87M -$2.11M -25,830 -31%
IMOV
944
Investment Management of Virginia
Virginia
$4.87M -$75K -917 -2%
HAM
945
Highstreet Asset Management
Ontario, Canada
$4.86M -$15K -183 -0.3%
LJHT
946
Laurie J. Hall Trustee
$4.85M -$73.6K -900 -2%
CCP
947
Corient Capital Partners
California
$4.83M
AIM
948
ARGA Investment Management
Connecticut
$4.82M +$262K +3,200 +6%
MHIM
949
MacNealy Hoover Investment Management
Ohio
$4.81M +$28.7K +351 +0.6%
NME
950
Notis-McConarty Edward
$4.81M -$12.3K -150 -0.3%

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.