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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
WFG
1001
Wills Financial Group
Virginia
$4.34M -$37.4K -458 -0.9%
BRM
1002
Boston Research & Management
Massachusetts
$4.34M +$69.5K +850 +2%
PAIM
1003
Punch & Associates Investment Management
Minnesota
$4.33M +$201K +2,454 +5%
RIL
1004
Rothschild Investment LLC
Illinois
$4.32M +$59.1K +723 +1%
GCM
1005
Garland Capital Management
Washington
$4.31M -$35.4K -433 -0.8%
CSS
1006
Cubist Systematic Strategies
Connecticut
$4.31M -$338K -4,139 -8%
TRCT
1007
Tower Research Capital (TRC)
New York
$4.3M -$5.32M -65,122 -56%
APP
1008
Avantax Planning Partners
Iowa
$4.3M +$78.6K +961 +2%
SBWM
1009
Sunflower Bank Wealth Management
Arizona
$4.3M -$307K -3,750 -7%
Edgewood Management
1010
Edgewood Management
Connecticut
$4.29M -$20.4K -250 -0.5%
Nomura Holdings
1011
Nomura Holdings
Japan
$4.28M -$21.6M -264,155 -84%
CIM
1012
CenturyLink Investment Management
Colorado
$4.28M -$493K -6,025 -11%
HWA
1013
Heritage Wealth Advisors
Virginia
$4.28M +$104K +1,269 +3%
CCM
1014
Coldstream Capital Management
Washington
$4.27M +$434K +5,303 +12%
VFA
1015
Valeo Financial Advisors
Indiana
$4.27M -$285K -3,488 -6%
BEC
1016
Blue Edge Capital
Virginia
$4.26M +$1.39K +17 +0%
KCMRT
1017
Kemper Corp Master Retirement Trust
Illinois
$4.25M -$654K -8,000 -14%
Primecap Management
1018
Primecap Management
California
$4.25M -$3.68M -45,000 -47%
YMRC
1019
Yorktown Management & Research Company
Virginia
$4.25M
Aristotle Capital Management
1020
Aristotle Capital Management
California
$4.25M +$15.3K +187 +0.4%
NAM
1021
North American Management
Massachusetts
$4.24M -$51.9K -635 -1%
ACM
1022
Alpha Capital Management
Texas
$4.24M -$511K -6,244 -11%
AIA
1023
Allied Investment Advisors
Montana
$4.23M +$70.1K +857 +2%
BPM
1024
Bowling Portfolio Management
Ohio
$4.21M -$11.4K -139 -0.3%
WAOTB
1025
Wealth Advisors of Tampa Bay
Florida
$4.21M +$1.97M +24,125 +95%

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.