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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
Tudor Investment Corp
1651
Tudor Investment Corp
Connecticut
$1.28M +$1.23M +15,074 New
LMAM
1652
Legg Mason Asset Management
Japan
$1.28M -$728K -8,900 -37%
PAG
1653
Pinnacle Advisory Group
Maryland
$1.27M +$507K +6,207 +71%
DWM
1654
Dakota Wealth Management
Florida
$1.27M -$272K -3,331 -18%
FC
1655
Financial Consulate
Maryland
$1.26M +$5.97K +73 +0.5%
CL
1656
CPWM LLC
Washington
$1.26M -$119K -1,450 -9%
BHTS
1657
Bar Harbor Trust Services
Maine
$1.26M -$110K -1,345 -8%
GGI
1658
Godsey & Gibb Inc
Virginia
$1.26M -$152K -1,857 -11%
MPM
1659
Meritage Portfolio Management
Kansas
$1.26M +$490K +5,998 +68%
AIA
1660
AIMZ Investment Advisors
California
$1.26M -$8.01K -98 -0.7%
NEPWA
1661
New England Private Wealth Advisors
Massachusetts
$1.25M -$58.2K -712 -5%
AAM
1662
Azzad Asset Management
Virginia
$1.25M -$117K -1,426 -9%
LPIC
1663
LeJeune Puetz Investment Counsel
Michigan
$1.25M
WWM
1664
Windsor Wealth Management
Indiana
$1.25M +$557K +6,807 +87%
SCA
1665
STALEY CAPITAL ADVISERS
Pennsylvania
$1.24M -$29.2K -357 -2%
PCMC
1666
Paragon Capital Management (Colorado)
Colorado
$1.24M +$2.21K +27 +0.2%
SCA
1667
Sippican Capital Advisors
Massachusetts
$1.24M -$229K -2,795 -16%
EWM
1668
Edge Wealth Management
New York
$1.24M -$16.3K -199 -1%
CMANY
1669
Capital Management Associates (New York)
New York
$1.24M
MMG
1670
Monetary Management Group
Missouri
$1.23M -$20.4K -250 -2%
RCA
1671
Rowland Carmichael Advisors
Arizona
$1.23M +$37.3K +456 +3%
SFG
1672
Sather Financial Group
Texas
$1.23M +$409 +5 +0%
SSP
1673
Sapphire Star Partners
Washington
$1.23M -$615K -7,520 -34%
DWM
1674
Dorchester Wealth Management
Quebec, Canada
$1.22M -$178K -2,178 -13%
CHA
1675
Cedar Hill Associates
Illinois
$1.22M -$513K -6,270 -30%

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.