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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
RIM
1126
Rampart Investment Management
Connecticut
$3.6M -$8.39M -102,614 -57%
PCG
1127
Private Capital Group
Connecticut
$3.6M -$287K -3,508 -8%
FPS
1128
Fieldpoint Private Securities
Connecticut
$3.6M +$43.3K +530 +1%
PWM
1129
Perigon Wealth Management
California
$3.6M -$42.1K -515 -1%
Millennium Management
1130
Millennium Management
New York
$3.59M -$7.16M -87,599 -67%
LOAME
1131
Lombard Odier Asset Management (Europe)
United Kingdom
$3.58M +$37.4K +457 +1%
BAM
1132
Belpointe Asset Management
Nevada
$3.58M +$602K +7,363 +21%
HI
1133
Hudock Inc
Pennsylvania
$3.58M +$284K +3,471 +9%
MCM
1134
Moore Capital Management
New York
$3.57M +$3.43M +42,000 New
BMM
1135
Buffington Mohr McNeal
Idaho
$3.56M -$48.4K -592 -1%
EIM
1136
Essex Investment Management
Massachusetts
$3.55M -$26.4K -323 -0.8%
BHC
1137
Bowen Hanes & Co
Florida
$3.55M -$393K -4,809 -10%
OCM
1138
One Capital Management
California
$3.55M -$42.2K -516 -1%
IIC
1139
Ironwood Investment Counsel
Arizona
$3.54M -$79.1K -968 -2%
GI
1140
GAMCO Investors
Connecticut
$3.54M -$10.1K -124 -0.3%
BIAS
1141
Beacon Investment Advisory Services
New Jersey
$3.54M -$1.03M -12,577 -23%
BB
1142
Bell Bank
North Dakota
$3.54M -$138K -1,682 -4%
AWA
1143
Arete Wealth Advisors
Illinois
$3.54M -$14.1K -173 -0.4%
Cohen & Steers
1144
Cohen & Steers
New York
$3.54M -$35.8M -437,455 -91%
LFAS
1145
Level Four Advisory Services
Texas
$3.53M -$342K -4,179 -9%
GIA
1146
GHP Investment Advisors
Colorado
$3.53M +$431K +5,271 +15%
DAM
1147
Delta Asset Management
Tennessee
$3.5M -$47.1K -576 -1%
PG
1148
Patten Group
Tennessee
$3.5M +$347K +4,241 +11%
WCM
1149
Whitener Capital Management
North Carolina
$3.5M +$107K +1,314 +3%
THWM
1150
Taylor Hoffman Wealth Management
Virginia
$3.49M -$86.7K -1,060 -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.