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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
GA
1101
GFS Advisors
Texas
$3.77M -$11.3M -138,166 -76%
WI
1102
WBI Investments
New Jersey
$3.76M +$1.06M +12,955 +41%
Loomis, Sayles & Company
1103
Loomis, Sayles & Company
Massachusetts
$3.75M +$1.73M +21,117 +92%
HT
1104
Heritage Trust
Oklahoma
$3.74M -$10.4K -127 -0.3%
FFWA
1105
FRG Family Wealth Advisors
Washington
$3.73M +$315K +3,852 +10%
SFWA
1106
Summit Financial Wealth Advisors
Louisiana
$3.72M +$2.72M +33,257 +261%
TI
1107
Trexquant Investment
Connecticut
$3.71M -$595K -7,282 -14%
BOTW
1108
Bank of the West
California
$3.71M -$42.9K -525 -1%
GWI
1109
Grace & White Inc
New York
$3.69M
SMC
1110
Smith, Moore & Co
Missouri
$3.69M +$73.3K +896 +2%
EM
1111
Excalibur Management
Massachusetts
$3.69M -$356K -4,350 -9%
BCP
1112
Blue Chip Partners
Michigan
$3.68M -$184K -2,251 -5%
JWA
1113
JFS Wealth Advisors
Pennsylvania
$3.68M -$61.2K -749 -2%
AAIM
1114
Asset Advisors Investment Management
Georgia
$3.67M +$3.53M +43,206 New
AW
1115
ACG Wealth
Georgia
$3.67M +$25.8K +316 +0.7%
CPIA
1116
Cornell Pochily Investment Advisors
New York
$3.66M -$438K -5,355 -11%
RI
1117
RWWM Inc
California
$3.66M +$5.89K +72 +0.2%
SCA
1118
Spearhead Capital Advisors
Florida
$3.66M +$76.7K +938 +2%
OCM
1119
Olstein Capital Management
New York
$3.66M
DLCIG
1120
D.L. Carlson Investment Group
New Hampshire
$3.65M -$59.2K -724 -2%
Koshinski Asset Management
1121
Koshinski Asset Management
Illinois
$3.65M +$1.77M +21,620 +101%
CPIG
1122
Chicago Partners Investment Group
Illinois
$3.65M +$1.74M +21,245 +82%
BIA
1123
Barry Investment Advisors
Massachusetts
$3.63M -$22.1K -270 -0.6%
FAIM
1124
Financial Advocates Investment Management
Washington
$3.63M +$108K +1,323 +3%
MWP
1125
MYCIO Wealth Partners
Pennsylvania
$3.62M -$401K -4,907 -10%

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.