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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
FAM
1276
Fred Alger Management
New York
$2.67M
BFA
1277
Benedict Financial Advisors
Georgia
$2.67M -$29.3K -358 -1%
MCM
1278
McRae Capital Management
New Jersey
$2.66M -$407K -4,980 -14%
BIM
1279
Barton Investment Management
Pennsylvania
$2.66M
Lido Advisors
1280
Lido Advisors
California
$2.66M +$272K +3,328 +12%
BFC
1281
Blue Fin Capital
Rhode Island
$2.65M -$196K -2,394 -7%
LCM
1282
Lucas Capital Management
New Jersey
$2.65M -$127K -1,548 -5%
CBOR
1283
Community Bank of Raymore
Missouri
$2.64M -$6.54K -80 -0.3%
RWM
1284
RKL Wealth Management
Pennsylvania
$2.64M -$138K -1,683 -5%
GCM
1285
Gables Capital Management
Florida
$2.63M +$154K +1,878 +6%
VAM
1286
Visionary Asset Management
Texas
$2.62M +$4.33K +53 +0.2%
BA
1287
Bridgewater Associates
Connecticut
$2.61M -$3.49M -42,675 -58%
HI
1288
Horizon Investments
North Carolina
$2.61M +$235K +2,869 +10%
PFA
1289
Paradigm Financial Advisors
Missouri
$2.61M -$26.6K -325 -1%
CG
1290
Caprock Group
Idaho
$2.61M +$150K +1,838 +6%
MMPW
1291
Mitchell McLeod Pugh & Williams
Alabama
$2.6M -$81.5K -997 -3%
PAS
1292
Park Avenue Securities
New York
$2.6M -$63.4K -776 -2%
B
1293
Bailard
California
$2.6M -$94.2K -1,152 -4%
PCA
1294
Providence Capital Advisors
North Carolina
$2.6M +$265K +3,243 +12%
CIP
1295
Capital Insight Partners
Arizona
$2.58M -$297K -3,637 -11%
SFA
1296
Sequoia Financial Advisors
Ohio
$2.58M -$251K -3,071 -9%
MLL
1297
Moody Lynn & Lieberson
Massachusetts
$2.57M -$281K -3,440 -10%
PAM
1298
Peninsula Asset Management
Florida
$2.56M -$136K -1,665 -5%
MCM
1299
Manchester Capital Management
Vermont
$2.56M -$47.1K -576 -2%
FFC
1300
First Financial Corp
Indiana
$2.56M -$3.68K -45 -0.1%

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.