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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
CB
1326
CNB Bank
Pennsylvania
$2.45M -$61.7K -755 -3%
SLT
1327
St Louis Trust
Missouri
$2.45M +$2.45K +30 +0.1%
MWM
1328
Modera Wealth Management
New Jersey
$2.44M +$275K +3,367 +13%
GIA
1329
Gargoyle Investment Advisor
New Jersey
$2.44M
ATIA
1330
American Trust Investment Advisors
New Hampshire
$2.43M +$1.67M +20,440 +251%
NB
1331
Nicolet Bankshares
Wisconsin
$2.4M -$191K -2,330 -8%
DMC
1332
Drexel Morgan & Co
Pennsylvania
$2.4M +$10.9K +133 +0.5%
ST
1333
Somerset Trust
Pennsylvania
$2.4M +$7.2K +88 +0.3%
VA
1334
Valmark Advisers
Ohio
$2.39M -$44.7K -547 -2%
PGA
1335
Portland Global Advisors
Maine
$2.39M +$170K +2,080 +8%
TIP
1336
Torray Investment Partners
Maryland
$2.39M +$238K +2,914 +12%
FFA
1337
Fragasso Financial Advisors
Pennsylvania
$2.39M +$270K +3,303 +12%
AC
1338
Alley Company
Illinois
$2.38M -$10.1K -124 -0.4%
CCA
1339
Conservest Capital Advisors
Pennsylvania
$2.38M -$50.1K -613 -2%
MAM
1340
Morse Asset Management
Connecticut
$2.38M -$16.4K -200 -0.7%
SLF
1341
Sun Life Financial
Ontario, Canada
$2.38M -$736 -9 -0%
VWA
1342
V Wealth Advisors
Kansas
$2.37M -$24.7K -302 -1%
NERM
1343
New England Research & Management
Illinois
$2.37M -$38.8K -475 -2%
BWFA
1344
Baltimore-Washington Financial Advisors
Maryland
$2.36M +$792K +9,692 +53%
MFW
1345
Meristem Family Wealth
Minnesota
$2.36M -$56.6K -692 -2%
GC
1346
Grace Capital
Massachusetts
$2.35M -$154K -1,880 -6%
HFBOT
1347
Home Federal Bank of Tennessee
Tennessee
$2.35M -$200K -2,447 -8%
MPAM
1348
Murphy Pohlad Asset Management
Minnesota
$2.35M -$40.9K -500 -2%
HIM
1349
Harbour Investment Management
Washington
$2.35M -$5.8K -71 -0.3%
CC
1350
Cadinha & Co
Hawaii
$2.34M -$634K -7,750 -22%

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.