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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
SAMH
1476
Shanda Asset Management Holdings
British Virgin Islands
$1.85M
FPCP
1477
Fort Point Capital Partners
California
$1.84M +$84.9K +1,039 +5%
BCM
1478
Baltimore Capital Management
Maryland
$1.84M -$450K -5,503 -20%
BP
1479
Ballentine Partners
Massachusetts
$1.82M -$71.1K -870 -4%
FWP
1480
FAS Wealth Partners
Kansas
$1.82M -$76.2K -932 -4%
HWM
1481
Highwater Wealth Management
Colorado
$1.81M
CS
1482
Cannell & Spears
New York
$1.81M -$240K -2,933 -12%
EIA
1483
Edgemoor Investment Advisors
Maryland
$1.81M
TCM
1484
Tradition Capital Management
New Jersey
$1.81M -$262K -3,200 -13%
WA1
1485
Wimmer Associates 1
California
$1.8M +$5.15K +63 +0.3%
BE
1486
Bonness Enterprises
District of Columbia
$1.8M
SAM
1487
SignalPoint Asset Management
Missouri
$1.8M -$27.1K -331 -2%
NFG
1488
Next Financial Group
Texas
$1.8M -$629K -7,691 -27%
PIM
1489
Provident Investment Management
Michigan
$1.79M -$246K -3,014 -13%
SCA
1490
Stokes Capital Advisors
South Carolina
$1.79M -$80.4K -983 -4%
NDSI
1491
Newman Dignan & Sheerar Inc
Rhode Island
$1.78M +$10.3K +126 +0.6%
DBRC
1492
D.B. Root & Company
Pennsylvania
$1.78M +$12.2K +149 +0.7%
BDF
1493
Balasa Dinverno & Foltz
$1.78M -$45.5K -557 -3%
BC
1494
Burleson & Co
California
$1.78M -$1.64M -20,108 -47%
AFS
1495
Access Financial Services
Minnesota
$1.77M +$56.8K +695 +3%
MCM
1496
Mengis Capital Management
Oregon
$1.76M -$20.5K -251 -1%
FMTCOCP
1497
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.75M -$17.5K -214 -1%
HCM
1498
Hollencrest Capital Management
California
$1.75M +$1.25M +15,249 +237%
MBT
1499
Monroe Bank & Trust
Michigan
$1.75M +$13.5K +165 +0.8%
PWA
1500
Providence Wealth Advisors
Illinois
$1.74M -$47.6K -582 -3%

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.