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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
PAM
1501
Premier Asset Management
Illinois
$1.73M -$623K -7,625 -27%
BW
1502
Bison Wealth
Georgia
$1.73M +$60.8K +744 +4%
AWM
1503
Avitas Wealth Management
California
$1.73M +$72.4K +886 +5%
DR
1504
Davis Rea
Ontario, Canada
$1.73M -$134K -1,635 -7%
AIM
1505
Aspen Investment Management
Michigan
$1.72M -$30.1K -368 -2%
PCM
1506
Penserra Capital Management
California
$1.72M +$1.57M +19,235 +1,904%
AAIM
1507
American Assets Investment Management
California
$1.72M
BCM
1508
Blume Capital Management
California
$1.72M +$36.8K +450 +2%
GCMG
1509
Gyroscope Capital Management Group
Florida
$1.71M -$652K -7,973 -28%
CCM
1510
Crossvault Capital Management
Texas
$1.71M -$57K -697 -3%
CHP
1511
Cable Hill Partners
Oregon
$1.71M +$10.3K +126 +0.6%
FAM
1512
Foothills Asset Management
Arizona
$1.7M -$63K -770 -4%
MWM
1513
Merriman Wealth Management
Washington
$1.7M -$605K -7,394 -27%
NJBEST
1514
New Jersey Better Educational Savings Trust
New Jersey
$1.7M
JAM
1515
Jolley Asset Management
North Carolina
$1.7M +$23.3K +285 +1%
OFS
1516
Orrstown Financial Services
Pennsylvania
$1.7M +$70K +856 +4%
OAM
1517
Oak Asset Management
California
$1.69M +$61.3K +750 +4%
WAP
1518
Wealthcare Advisory Partners
Pennsylvania
$1.69M +$154K +1,887 +10%
CAM
1519
Chesapeake Asset Management
New York
$1.69M
LF
1520
Lee Financial
Texas
$1.69M -$530K -6,478 -25%
SJIM
1521
St. Johns Investment Management
Florida
$1.69M -$95.6K -1,169 -6%
HCP
1522
Holt Capital Partners
Texas
$1.68M -$16.4K -200 -1%
PV
1523
Private Vista
Illinois
$1.68M -$43.1K -527 -3%
WC
1524
Weil Company
California
$1.67M -$78.9K -965 -5%
LPT
1525
Legacy Private Trust
Wisconsin
$1.67M +$42.6K +521 +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.