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
EAM
1176
Evanson Asset Management
California
$3.3M -$988K -12,086 -24%
RCAG
1177
Rehmann Capital Advisory Group
Michigan
$3.29M +$154K +1,884 +5%
AAMU
1178
AEGON Asset Management (UK)
United Kingdom
$3.25M +$1.27M +15,516 +68%
PCIA
1179
Prime Capital Investment Advisors
Kansas
$3.24M -$133K -1,622 -4%
BSB
1180
Bangor Savings Bank
Maine
$3.23M -$44.1K -540 -1%
ACM
1181
Ashford Capital Management
Delaware
$3.23M
CRIG
1182
Charter Research & Investment Group
Connecticut
$3.23M -$206K -2,525 -6%
CL
1183
Choreo LLC
Illinois
$3.23M -$236K -2,881 -7%
BAM
1184
Brave Asset Management
New Jersey
$3.22M +$1.64K +20 +0.1%
CC
1185
Cornerstone Capital
California
$3.22M -$301K -3,680 -9%
AIP
1186
Almanack Investment Partners
Pennsylvania
$3.21M +$3.16M +38,655 New
FPCG
1187
Fort Pitt Capital Group
Pennsylvania
$3.21M -$17.5K -214 -0.6%
WA
1188
WBH Advisory
Maryland
$3.2M +$19.6K +240 +0.6%
TWM
1189
Torch Wealth Management
Ohio
$3.2M -$38.8K -475 -1%
DE
1190
Day & Ennis
Georgia
$3.19M -$484K -5,921 -14%
FI
1191
FormulaFolio Investments
Michigan
$3.19M -$112K -1,366 -4%
11A
1192
10-15 Associates
New York
$3.18M +$228K +2,787 +8%
VC
1193
Vestor Capital
Illinois
$3.18M -$71K -868 -2%
WPC
1194
White Pine Capital
Minnesota
$3.16M -$61.3K -750 -2%
SNBOSCI
1195
Security National Bank of Sioux City Iowa
Iowa
$3.15M -$159K -1,942 -5%
OMC
1196
Overbrook Management Corp
New York
$3.15M -$88.8K -1,086 -3%
OLA
1197
Oliver Luxxe Assets
New Jersey
$3.14M -$58.6K -717 -2%
SAM
1198
Smithbridge Asset Management
Pennsylvania
$3.13M -$19.2K -235 -0.6%
VAS
1199
Valicenti Advisory Services
New York
$3.13M +$34.7K +425 +1%
IB
1200
Intrust Bank
Kansas
$3.12M +$171K +2,094 +6%

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.