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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
FLPIM
1201
F.L. Putnam Investment Management
Massachusetts
$3.12M -$14.8K -181 -0.5%
CT
1202
Coastline Trust
Rhode Island
$3.12M +$174K +2,124 +6%
PGIM
1203
Pacific Global Investment Management
California
$3.11M -$338K -4,136 -10%
RIA
1204
Regal Investment Advisors
Michigan
$3.1M +$1.63M +19,894 +120%
SMFG
1205
Sumitomo Mitsui Financial Group
Japan
$3.09M +$149K +1,820 +5%
LJAC
1206
L.J. Altfest & Co
New York
$3.08M -$9.4K -115 -0.3%
CIP
1207
Convergence Investment Partners
Florida
$3.07M +$67.3K +823 +2%
BCA
1208
Bray Capital Advisors
Florida
$3.07M +$10.7K +131 +0.4%
SIC
1209
Sigma Investment Counselors
Michigan
$3.06M -$51K -624 -2%
MCA
1210
Mercer Capital Advisers
New Jersey
$3.06M -$709K -8,668 -19%
OIM
1211
Opus Investment Management
Massachusetts
$3.06M
VNB
1212
Virginia National Bank
Virginia
$3.06M +$2.94M +35,983 New
GIP
1213
Granite Investment Partners
California
$3.06M -$172K -2,100 -6%
WC
1214
Whitnell & Co
Illinois
$3.06M -$50K -612 -2%
VST
1215
Van Strum & Towne
California
$3.05M -$49.1K -600 -2%
LKIM
1216
Lawson Kroeker Investment Management
Nebraska
$3.05M -$20K -245 -0.7%
WF
1217
WoodTrust Financial
Wisconsin
$3.03M +$68.4K +836 +2%
CG
1218
CFO4Life Group
Texas
$3.03M +$173K +2,110 +6%
SCM
1219
Stellar Capital Management
Arizona
$3.03M -$22.5K -275 -0.8%
CCA
1220
Checchi Capital Advisers
California
$3.02M +$434K +5,310 +18%
IC
1221
Investment Counsel
Michigan
$3.01M -$45.2K -553 -1%
CK
1222
Cohen Klingenstein
New York
$3.01M
HCM
1223
Hengehold Capital Management
Ohio
$3M -$12.3K -150 -0.4%
LM
1224
Lincluden Management
Ontario, Canada
$3M -$104K -1,275 -3%
BA
1225
Baugh & Associates
Georgia
$3M +$9.81K +120 +0.3%

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.