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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
LIM
1676
Loudon Investment Management
New Hampshire
$1.22M -$95.3K -1,165 -8%
TL
1677
TrueWealth LLC
Georgia
$1.22M +$1.39K +17 +0.1%
GC
1678
Garde Capital
Washington
$1.22M -$31.4K -384 -2%
ATFA
1679
All Terrain Financial Advisors
Minnesota
$1.22M +$2.45K +30 +0.2%
BCA
1680
Berman Capital Advisors
Georgia
$1.21M -$37.6K -460 -3%
SC
1681
Slow Capital
California
$1.21M +$32.6K +399 +3%
RWA
1682
River Wealth Advisors
Pennsylvania
$1.2M -$122K -1,487 -10%
NFG
1683
Nadler Financial Group
Illinois
$1.2M -$8.75K -107 -0.8%
EARNEST Partners
1684
EARNEST Partners
Georgia
$1.2M -$51.2K -626 -4%
LWM
1685
Lyons Wealth Management
Florida
$1.2M
ACA
1686
Anchor Capital Advisors
Massachusetts
$1.2M -$12.3K -150 -1%
RWM
1687
Ritholtz Wealth Management
New York
$1.19M -$212K -2,595 -16%
CAM
1688
Covenant Asset Management
New Jersey
$1.19M -$46.8K -573 -4%
ANB
1689
Amarillo National Bank
Texas
$1.19M -$3.84K -47 -0.3%
UCMOK
1690
United Capital Management of KS
Kansas
$1.19M +$1.15M +14,051 New
SWA
1691
Sutton Wealth Advisors
Florida
$1.18M -$2.94K -36 -0.3%
BCM
1692
Beck Capital Management
Texas
$1.18M
AAM
1693
Auxier Asset Management
Oregon
$1.18M -$8.18K -100 -0.7%
MC
1694
Miles Capital
Iowa
$1.18M -$98.4K -1,203 -8%
PAS
1695
Partnervest Advisory Services
California
$1.17M -$50.9K -622 -4%
WBC
1696
West Branch Capital
Massachusetts
$1.17M -$39.6K -484 -3%
FNBOH
1697
First National Bank of Hutchinson
Kansas
$1.17M -$32.7K -400 -3%
1832 Asset Management
1698
1832 Asset Management
Ontario, Canada
$1.17M +$78.8K +964 +8%
PAM
1699
Peak Asset Management
Colorado
$1.17M -$34K -416 -3%
CAS
1700
Cue Advisory Services
Arizona
$1.16M -$55.2K -675 -5%

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.