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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
CCA
1376
Catalyst Capital Advisors
New York
$2.2M
FLI
1377
Family Legacy Inc
South Carolina
$2.19M +$16.8K +206 +0.8%
AWM
1378
Avior Wealth Management
Nebraska
$2.19M -$65.2K -798 -3%
MA
1379
Mutual Advisors
Nebraska
$2.19M +$606K +7,414 +40%
AF
1380
Allworth Financial
California
$2.18M +$15.5K +190 +0.7%
P
1381
Pitcairn
Pennsylvania
$2.18M +$19.5K +238 +0.9%
WCM
1382
Washington Capital Management
Washington
$2.18M -$49.1K -600 -2%
FBT
1383
First Bank & Trust
South Dakota
$2.18M -$12.5K -153 -0.6%
DDC
1384
DF Dent & Co
Maryland
$2.17M +$13.9K +170 +0.7%
ACG
1385
Allen Capital Group
Nebraska
$2.17M +$1.28M +15,715 +160%
Arrowstreet Capital
1386
Arrowstreet Capital
Massachusetts
$2.17M +$1.49M +18,178 +248%
CAM
1387
Cubic Asset Management
Massachusetts
$2.16M +$8.59K +105 +0.4%
NB
1388
Northwest Bancshares
Pennsylvania
$2.16M +$11.9K +145 +0.6%
Jacobs Levy Equity Management
1389
Jacobs Levy Equity Management
New Jersey
$2.16M -$388K -4,740 -16%
WAS
1390
Winch Advisory Services
Wisconsin
$2.15M +$152K +1,865 +8%
ACS
1391
Archford Capital Strategies
Illinois
$2.15M +$263K +3,211 +15%
BIM
1392
Baldwin Investment Management
Pennsylvania
$2.14M -$123K -1,500 -6%
DRD
1393
Dennis R. Delaney
$2.14M +$77.7K +950 +4%
AC
1394
Abbrea Capital
California
$2.14M +$654 +8 +0%
OCAM
1395
Onex Canada Asset Management
Ontario, Canada
$2.13M
IWM
1396
IHT Wealth Management
Illinois
$2.12M -$87.8K -1,074 -4%
PSC
1397
Prentiss Smith & Co
Vermont
$2.12M -$445K -5,439 -18%
BIA
1398
Bigelow Investment Advisors
Maine
$2.12M -$404K -4,939 -17%
BWM
1399
BerganKDV Wealth Management
Minnesota
$2.12M +$41K +501 +2%
NG
1400
Northstar Group
New York
$2.12M -$28.6K -350 -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.