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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
FDS
1226
First Dallas Securities
Texas
$3M +$107K +1,304 +4%
PG
1227
Pendal Group
Australia
$3M -$12.6M -154,677 -81%
PCM
1228
Palisade Capital Management
New Jersey
$2.98M -$319K -3,900 -10%
IR
1229
IAT Reinsurance
New York
$2.98M
GA
1230
Gateway Advisory
New Jersey
$2.97M +$762K +9,322 +36%
FA
1231
FCG Advisors
New Jersey
$2.96M +$183K +2,241 +7%
SWMG
1232
Signature Wealth Management Group
Georgia
$2.96M +$142K +1,741 +5%
SBL
1233
Sargent Bickham Lagudis
Colorado
$2.96M -$109K -1,328 -4%
DAC
1234
Dividend Assets Capital
South Carolina
$2.96M -$78.7K -962 -3%
BIC
1235
Beach Investment Counsel
Pennsylvania
$2.95M
CCM
1236
Cohen Capital Management
California
$2.95M
SS
1237
Sunbelt Securities
Texas
$2.94M -$161K -1,973 -5%
FMWA
1238
Forvis Mazars Wealth Advisors
Missouri
$2.94M +$87.2K +1,066 +3%
MWM
1239
Mission Wealth Management
California
$2.93M -$361K -4,413 -11%
NWS
1240
Newport Wealth Strategies
California
$2.92M -$60.2K -736 -2%
WP
1241
WealthSource Partners
California
$2.9M -$119K -1,460 -4%
ATC
1242
Adirondack Trust Company
New York
$2.9M +$96.1K +1,175 +4%
SCM
1243
Schnieders Capital Management
California
$2.9M -$248K -3,035 -8%
AIA
1244
AGF Investments America
Ontario, Canada
$2.89M +$45.9K +561 +2%
BDS
1245
Banco de Sabadell
Florida
$2.89M +$1M +12,236 +56%
PFS
1246
Prospera Financial Services
Texas
$2.89M -$1.16M -14,243 -29%
TC
1247
Telemus Capital
Michigan
$2.89M -$40.9K -500 -1%
SAM
1248
Sequent Asset Management
Texas
$2.88M -$14K -171 -0.5%
PCA
1249
Private Capital Advisors
Connecticut
$2.87M -$4.17K -51 -0.2%
RIG
1250
Renaissance Investment Group
Massachusetts
$2.86M -$123K -1,503 -4%

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.