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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
SFG
1526
SNS Financial Group
Minnesota
$1.67M -$74.6K -913 -4%
IAS
1527
IMA Advisory Services
Colorado
$1.67M -$12.3K -150 -0.8%
Kovitz Investment Group Partners
1528
Kovitz Investment Group Partners
Illinois
$1.66M -$68.3K -835 -4%
BWAM
1529
Boyd Watterson Asset Management
Ohio
$1.66M -$6.13K -75 -0.4%
TIA
1530
Tiemann Investment Advisors
California
$1.65M +$164 +2 +0%
CCG
1531
Ceeto Capital Group
Florida
$1.65M
AEPG
1532
American Economic Planning Group
New Jersey
$1.65M -$37.2K -455 -2%
OKSA
1533
O'Keefe Stevens Advisory
New York
$1.65M -$6.13K -75 -0.4%
MYIA
1534
Mount Yale Investment Advisors
Colorado
$1.64M -$654K -7,997 -29%
CCA
1535
Conestoga Capital Advisors
Pennsylvania
$1.64M
IFWM
1536
Institute for Wealth Management
Colorado
$1.64M -$705K -8,626 -31%
LA
1537
Lau Associates
Delaware
$1.64M
AIA
1538
Armor Investment Advisors
North Carolina
$1.64M -$40.6K -497 -3%
GWM
1539
GSB Wealth Management
Connecticut
$1.63M +$106K +1,300 +7%
GF
1540
Goodman Financial
Texas
$1.63M -$60.9K -745 -4%
AMM
1541
American Money Management
California
$1.63M -$59.1K -723 -4%
LCOV
1542
London Company of Virginia
Virginia
$1.62M
CA
1543
Capital Advantage
California
$1.62M -$23.2K -284 -1%
CPA
1544
Capital Planning Advisors
California
$1.62M +$1.26M +15,357 +418%
SIAP
1545
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.61M +$67.9K +831 +5%
UBG
1546
United Bank (Georgia)
Georgia
$1.61M -$24.9K -304 -2%
AA
1547
Alesco Advisors
New York
$1.6M -$1.8K -22 -0.1%
JDR
1548
Jay D. Rosenbaum
$1.6M -$11K -135 -0.7%
CCG
1549
Chatham Capital Group
Georgia
$1.6M +$28.7K +351 +2%
GIM
1550
Greenwich Investment Management
Connecticut
$1.6M +$266K +3,248 +21%

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.