We are live on ! Find out more
XOM icon

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
HBWM
1401
Hollow Brook Wealth Management
New York
$2.11M -$3.92K -48 -0.2%
WA
1402
Waverly Advisors
Alabama
$2.11M -$4.09K -50 -0.2%
IIC
1403
Integrated Investment Consultants
Michigan
$2.11M
BCP
1404
Berkeley Capital Partners
Georgia
$2.11M +$110K +1,345 +6%
KA
1405
Kovack Advisors
Florida
$2.1M +$247K +3,023 +14%
PFBT
1406
Parkside Financial Bank & Trust
Missouri
$2.1M -$3.19K -39 -0.2%
WA
1407
WealthTrust Axiom
Pennsylvania
$2.1M +$17.7K +216 +0.9%
PTC
1408
Philadelphia Trust Company
Pennsylvania
$2.09M +$49.6K +607 +3%
LC
1409
LCNB Corp
Ohio
$2.09M -$56.4K -690 -3%
FC
1410
Forte Capital
New York
$2.08M -$96.7K -1,183 -5%
BL
1411
BFSG LLC
California
$2.08M +$47.4K +580 +2%
LSCM
1412
LaSalle Street Capital Management
Illinois
$2.08M -$560K -6,845 -22%
WI
1413
WrapManager Inc
California
$2.08M -$37.9K -464 -2%
WPW
1414
Waldron Private Wealth
Pennsylvania
$2.07M +$449K +5,492 +29%
CIAS
1415
Capital Investment Advisory Services
North Carolina
$2.07M -$139K -1,705 -7%
FBC
1416
Fairfield, Bush & Co
Connecticut
$2.07M -$322K -3,940 -14%
EP
1417
Edgestream Partners
New Jersey
$2.06M +$1.76M +21,545 +805%
OCM
1418
Osterweis Capital Management
California
$2.06M +$493K +6,028 +33%
SGAM
1419
Steinberg Global Asset Management
Florida
$2.05M +$36.3K +444 +2%
MCM
1420
Monument Capital Management
Virginia
$2.04M +$265K +3,239 +16%
FUBT
1421
First United Bank & Trust
Maryland
$2.04M -$28.8K -352 -1%
FF
1422
Fluent Financial
Texas
$2.04M +$47.8K +585 +3%
BBWA
1423
Bell & Brown Wealth Advisors
California
$2.03M +$128K +1,564 +7%
FIM
1424
Fernwood Investment Management
Massachusetts
$2.02M -$36.8K -450 -2%
WRM
1425
Weybosset Research & Management
Rhode Island
$2.02M -$22.7K -278 -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.