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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
PLFAM
1051
Pineno Levin & Ford Asset Management
Virginia
$4.04M -$34.7K -425 -0.9%
Cetera Investment Advisers
1052
Cetera Investment Advisers
Illinois
$4.04M +$254K +3,107 +7%
DIP
1053
DT Investment Partners
Pennsylvania
$4.03M +$379K +4,639 +11%
RP
1054
Rice Partnership
Hawaii
$4.03M -$116K -1,413 -3%
SC
1055
Savant Capital
Illinois
$4.03M -$18.2K -223 -0.5%
WTB
1056
Washington Trust Bank
Washington
$4.03M -$295K -3,604 -7%
HFM
1057
Hartford Financial Management
Connecticut
$4.02M +$4.82K +59 +0.1%
FAM
1058
Formidable Asset Management
Ohio
$4.02M +$20.3K +248 +0.5%
SFPIA
1059
Stevens First Principles Investment Advisors
California
$4.02M -$13.8K -169 -0.4%
MTC
1060
McDaniel Terry & Co
Texas
$4.01M -$140K -1,709 -3%
WPA
1061
Winning Points Advisors
Florida
$4M -$15.2K -186 -0.4%
GT
1062
Greenleaf Trust
Michigan
$3.99M +$309K +3,780 +9%
APA
1063
American Portfolios Advisors
New York
$3.99M -$113K -1,377 -3%
NCM
1064
Novare Capital Management
North Carolina
$3.99M
ECM
1065
ETrade Capital Management
Virginia
$3.99M -$382K -4,677 -9%
TCM
1066
Telos Capital Management
California
$3.98M +$206K +2,521 +6%
AB
1067
Atlas Brown
Kentucky
$3.98M -$372K -4,555 -9%
CIM
1068
Corda Investment Management
Texas
$3.97M -$39.2K -479 -1%
HR
1069
Howe & Rusling
New York
$3.95M +$36.9K +451 +1%
PL
1070
Perpetual Ltd
Australia
$3.94M -$605K -7,400 -14%
MPIA
1071
Mountain Pacific Investment Advisers
Idaho
$3.94M -$96.5K -1,180 -2%
DLHL
1072
Donald L. Hagan LLC
Florida
$3.93M -$87.7K -1,073 -2%
PVWM
1073
Point View Wealth Management
New Jersey
$3.93M +$7.11K +87 +0.2%
JFG
1074
Jefferies Financial Group
New York
$3.93M +$3.78M +46,223 New
IA
1075
IndexIQ Advisors
New York
$3.93M +$1.52M +18,561 +67%

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.