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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
EFSCE
1351
Enterprise Financial Services Corp (EFSC)
Missouri
$2.33M -$71.3K -872 -3%
TW
1352
Transform Wealth
Colorado
$2.33M -$474K -5,800 -17%
MSS
1353
Mitchell Sinkler & Starr
Pennsylvania
$2.32M -$98.1K -1,200 -4%
BOCM
1354
Bontempo Ohly Capital Management
Maryland
$2.32M +$165K +2,018 +8%
WPW
1355
Winthrop Partners - WNY
New York
$2.32M -$190K -2,323 -8%
FC
1356
FCA Corp
Texas
$2.31M -$39.8K -487 -2%
SBWIC
1357
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.31M -$20.4K -250 -0.9%
VNA
1358
Valley National Advisers
Pennsylvania
$2.3M +$177K +2,162 +9%
BG
1359
Bollard Group
Massachusetts
$2.29M +$2.78K +34 +0.1%
GCM
1360
Grisanti Capital Management
New York
$2.28M -$3.68K -45 -0.2%
HWA
1361
Heritage Way Advisors
Illinois
$2.28M +$59.3K +725 +3%
DT
1362
Diversified Trust
Tennessee
$2.27M -$385K -4,715 -15%
FAM
1363
Fenimore Asset Management
New York
$2.25M -$2.21K -27 -0.1%
NWM
1364
Nicola Wealth Management
British Columbia, Canada
$2.25M +$1.67M +20,447 New
ANRIA
1365
American National Registered Investment Advisor
Texas
$2.24M
SFG
1366
SevenBridge Financial Group
Pennsylvania
$2.24M +$10.2K +125 +0.5%
SAM
1367
Sawgrass Asset Management
Florida
$2.24M -$28.2K -345 -1%
VCM
1368
Vigilant Capital Management
Maine
$2.23M -$386K -4,723 -15%
CIM
1369
CIM Investment Management
Pennsylvania
$2.22M +$306K +3,742 +17%
EWM
1370
Empirical Wealth Management
Washington
$2.22M +$135K +1,646 +7%
AFG
1371
Albion Financial Group
Utah
$2.2M -$25.3K -310 -1%
WAM
1372
Wolverine Asset Management
Illinois
$2.2M +$397K +4,860 +23%
HPC
1373
Hobart Private Capital
North Carolina
$2.2M -$21.2K -259 -1%
IWP
1374
Icon Wealth Partners
Texas
$2.2M -$665K -8,134 -24%
SAM
1375
Summit Asset Management
Tennessee
$2.2M -$10.5K -129 -0.5%

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.