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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
SWA
1301
SFMG Wealth Advisors
Texas
$2.55M -$236K -2,884 -8%
NPT
1302
Nixon Peabody Trust
Massachusetts
$2.54M +$192K +2,351 +9%
QCG
1303
Quadrant Capital Group
Ohio
$2.54M +$30.3K +370 +1%
FANJ
1304
Financial Architects (New Jersey)
New Jersey
$2.54M -$43.8K -536 -2%
BJL
1305
Brighton Jones LLC
Washington
$2.54M -$113K -1,387 -4%
CFD
1306
Creative Financial Designs
Indiana
$2.54M +$106K +1,294 +5%
ITIM
1307
Indiana Trust & Investment Management
Indiana
$2.53M -$59K -722 -2%
CNC
1308
Citizens & Northern Corp
Pennsylvania
$2.53M -$388K -4,741 -14%
FMP
1309
Financial Management Professionals
Texas
$2.52M -$11.9K -145 -0.5%
SAA
1310
Southeast Asset Advisors
Georgia
$2.52M
CWM
1311
Concentric Wealth Management
California
$2.52M -$1.96K -24 -0.1%
BL
1312
BCWM LLC
Kansas
$2.52M +$13K +159 +0.5%
SSG
1313
Summit Securities Group
New York
$2.52M +$1.13M +13,800 +87%
CAM
1314
Cozad Asset Management
Illinois
$2.51M -$30.7K -375 -1%
GFA
1315
Gifford Fong Associates
California
$2.51M
HIC
1316
Hartline Investment Corp
Illinois
$2.5M -$106K -1,300 -4%
KA
1317
KLCM Advisors
Wisconsin
$2.5M +$384K +4,701 +19%
KWMG
1318
King Wealth Management Group
Florida
$2.49M -$8.83K -108 -0.4%
HW
1319
Hedeker Wealth
Illinois
$2.48M -$16K -196 -0.7%
AFA
1320
Arlington Financial Advisors
California
$2.48M -$8.75K -107 -0.3%
AP
1321
Atwood & Palmer
Missouri
$2.48M -$75.9K -928 -3%
1IA
1322
1834 Investment Advisors
Wisconsin
$2.48M -$6.13M -74,921 -72%
VIA
1323
Vantage Investment Advisors
Pennsylvania
$2.47M +$87.3K +1,068 +4%
NSB
1324
Norway Savings Bank
Maine
$2.46M -$41.5K -508 -2%
CFGS
1325
Concourse Financial Group Securities
Alabama
$2.46M +$2.36M +28,912 New

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.