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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
OIA
1576
Optimum Investment Advisors
Illinois
$1.5M +$3.52K +43 +0.2%
TODC
1577
Trustees of Dartmouth College
New Hampshire
$1.5M
TCMG
1578
TSP Capital Management Group
New Jersey
$1.5M -$1.45M -17,780 Closed
ECM
1579
Element Capital Management
New York
$1.49M +$1.43M +17,543 New
BEAM
1580
Baker Ellis Asset Management
Washington
$1.49M -$67K -820 -4%
EF
1581
Empirical Finance
Pennsylvania
$1.48M -$24.3K -297 -2%
LD
1582
Lipe & Dalton
New York
$1.48M
BDWM
1583
Brewin Dolphin Wealth Management
Ireland
$1.47M +$93.2K +1,140 +7%
FA
1584
Fagan Associates
New York
$1.47M +$4.42K +54 +0.3%
NEPPG
1585
New England Professional Planning Group
Rhode Island
$1.47M +$35.8K +438 +3%
SAM
1586
Security Asset Management
New York
$1.47M -$5.72K -70 -0.4%
TSS
1587
Two Sigma Securities
New York
$1.47M -$11.1M -135,954 -89%
LA
1588
LexAurum Advisors
Kansas
$1.47M -$27.1K -331 -2%
TC
1589
Truvestments Capital
Florida
$1.46M -$68.4K -837 -5%
HFA
1590
High Falls Advisors
New York
$1.46M -$5.31K -65 -0.4%
AAM
1591
Ascension Asset Management
New York
$1.46M -$509K -6,226 -27%
MIC
1592
Meridian Investment Counsel
California
$1.46M +$409 +5 +0%
AIM
1593
Acropolis Investment Management
Missouri
$1.45M -$194K -2,375 -12%
1WA
1594
180 Wealth Advisors
Washington
$1.45M +$392K +4,789 +39%
SP
1595
Successful Portfolios
Florida
$1.45M -$16.1K -197 -1%
FMLI
1596
Fukoku Mutual Life Insurance
Japan
$1.45M -$49.1K -600 -3%
JCM
1597
Jacobi Capital Management
Pennsylvania
$1.44M +$134K +1,639 +11%
PP
1598
PagnatoKarp Partners
Virginia
$1.44M +$132K +1,618 +11%
CA
1599
Calton & Associates
Florida
$1.44M +$61.2K +749 +5%
LCM
1600
Leisure Capital Management
California
$1.43M -$282K -3,445 -17%

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.