We are live on ! Find out more
XOM icon

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
HB
976
Homrich & Berg
Georgia
$4.54M +$386K +4,717 +10%
BHBT
977
Burke & Herbert Bank & Trust
Virginia
$4.52M -$198K -2,416 -4%
NAM
978
NTV Asset Management
West Virginia
$4.52M +$16.4K +200 +0.4%
APSI
979
Asset Planning Services Inc
Louisiana
$4.52M +$45K +550 +1%
FM
980
Family Management
New York
$4.51M -$126K -1,545 -3%
SGI
981
Summit Global Investments
Utah
$4.5M +$341K +4,175 +9%
CIM
982
Cambria Investment Management
California
$4.5M +$37.7K +461 +0.9%
HCM
983
Harvest Capital Management
New Hampshire
$4.5M -$175K -2,135 -4%
CAM
984
Cypress Asset Management
Texas
$4.48M -$134K -1,640 -3%
VF
985
Virtu Financial
New York
$4.48M -$322K -3,939 -7%
KIC
986
Keating Investment Counselors
Florida
$4.47M -$180K -2,200 -4%
NWP
987
Northstar Wealth Partners
Connecticut
$4.46M -$219K -2,677 -5%
ECM
988
Exchange Capital Management
Michigan
$4.46M +$534K +6,534 +14%
WAAG
989
Wealth Alliance Advisory Group
Kansas
$4.46M +$134K +1,644 +3%
IA
990
IFG Advisory
Georgia
$4.45M -$332K -4,061 -7%
GIP
991
Greatmark Investment Partners
Georgia
$4.45M +$2.65M +32,473 +163%
BCMO
992
Buckingham Capital Management (Ohio)
Ohio
$4.44M +$3.19K +39 +0.1%
SACTSONJ
993
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.42M
RC
994
Roundview Capital
New Jersey
$4.41M +$37.5K +459 +0.9%
CWP
995
Capital Wealth Planning
Florida
$4.39M -$132K -1,612 -3%
SCP
996
Syntal Capital Partners
Texas
$4.39M +$23.7K +290 +0.6%
KTM
997
Keeler Thomas Management
Utah
$4.38M -$16.4K -200 -0.4%
TSS
998
Thomas Story & Son
Indiana
$4.37M
MHS
999
M Holdings Securities
Oregon
$4.37M +$14.6K +178 +0.3%
GWS
1000
Glassman Wealth Services
Virginia
$4.35M -$40.9K -500 -1%

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.