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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
PW
1451
Price Wealth
Texas
$1.93M -$110K -1,340 -6%
KLWA
1452
Kelly Lawrence W & Associates
California
$1.93M +$37.1K +454 +2%
BCP
1453
Blackhawk Capital Partners
Wisconsin
$1.93M +$234K +2,868 +15%
PH
1454
Pinnacle Holdings
Oklahoma
$1.92M -$5.8K -71 -0.3%
TFS
1455
TrustCore Financial Services
Tennessee
$1.92M +$23.6K +289 +1%
QPWM
1456
Quadrant Private Wealth Management
Pennsylvania
$1.92M -$32.5K -398 -2%
MDCM
1457
Morgan Dempsey Capital Management
Wisconsin
$1.92M +$1.84M +22,541 New
MIM
1458
Montgomery Investment Management
Maryland
$1.92M
LMIM
1459
Lockheed Martin Investment Management
Maryland
$1.91M
RA
1460
RFG Advisory
Alabama
$1.91M +$316K +3,862 +24%
NL
1461
NWAM LLC
Washington
$1.91M +$27.7K +339 +2%
WI
1462
Wedgewood Investors
Pennsylvania
$1.91M +$27.3K +334 +2%
SL
1463
Summitry LLC
California
$1.9M +$72.4K +886 +4%
KFBMI
1464
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.9M
BFC
1465
Bedel Financial Consulting
Indiana
$1.9M -$10.7K -131 -0.6%
CNAM
1466
Campbell Newman Asset Management
Wisconsin
$1.89M
SIMM
1467
Stillwater Investment Management (Minnesota)
Minnesota
$1.88M -$97.3K -1,190 -5%
OWP
1468
Obermeyer Wealth Partners
Colorado
$1.88M -$164K -2,011 -8%
NC
1469
NewSquare Capital
Pennsylvania
$1.88M +$164K +2,011 +10%
CWM
1470
Chesapeake Wealth Management
Virginia
$1.87M -$21.2K -259 -1%
SMH
1471
Sanders Morris Harris
Texas
$1.86M -$1.2M -14,621 -40%
WCM
1472
Windsor Capital Management
Arizona
$1.86M +$17.3K +211 +1%
CIC
1473
Chilton Investment Company
Connecticut
$1.86M +$223K +2,726 +14%
PHIMC
1474
Private Harbour Investment Management & Counsel
Ohio
$1.85M -$54.4K -665 -3%
TL
1475
Tirschwell & Loewy
New York
$1.85M -$91.1K -1,114 -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.