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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
CAM
1701
Close Asset Management
United Kingdom
$1.15M -$135K -1,650 -10%
ACM
1702
Academy Capital Management
Texas
$1.15M
TWM
1703
Titus Wealth Management
California
$1.15M
WCAMG
1704
Woodard & Company Asset Management Group
North Carolina
$1.14M +$2.86K +35 +0.3%
SIC
1705
Shoker Investment Counsel
Ohio
$1.14M +$20.2K +247 +2%
BFPW
1706
BOK Financial Private Wealth
Colorado
$1.14M +$3.52K +43 +0.3%
TG
1707
TCW Group
California
$1.14M -$101K -1,230 -8%
LIA
1708
LBMC Investment Advisors
Tennessee
$1.14M +$152K +1,860 +16%
RWA
1709
RGT Wealth Advisors
Texas
$1.14M +$1.09M +13,380 New
CA
1710
Crewe Advisors
Utah
$1.14M
SIA
1711
Sit Investment Associates
Minnesota
$1.14M
WDL
1712
Well Done LLC
Michigan
$1.14M +$736 +9 +0.1%
GEA
1713
Glen Eagle Advisors
New Jersey
$1.13M +$62.5K +764 +6%
PP
1714
PDS Planning
Ohio
$1.13M +$77.9K +953 +8%
CFSG
1715
Community Financial Services Group
Vermont
$1.13M -$433K -5,290 -28%
PC
1716
Peavine Capital
Nevada
$1.13M +$11.2K +137 +1%
MMHP
1717
Murphy Middleton Hinkle & Parker
Georgia
$1.13M +$20.4K +249 +2%
ACP
1718
Arcus Capital Partners
Georgia
$1.12M +$14.8K +181 +1%
SDJVC
1719
St. Denis J. Villere & Co
Louisiana
$1.12M +$81.8K +1,000 +8%
GFP
1720
Gryphon Financial Partners
Ohio
$1.12M +$449K +5,493 +72%
JFA
1721
JNBA Financial Advisors
Minnesota
$1.12M -$623K -7,624 -37%
AOWM
1722
Alpha Omega Wealth Management
Virginia
$1.12M
LB
1723
Landmark Bank
Missouri
$1.12M +$200K +2,441 +23%
MGAM
1724
McGowan Group Asset Management
Texas
$1.11M -$142K -1,738 -12%
IAMOG
1725
Investors Asset Management of Georgia
Georgia
$1.11M +$4.09K +50 +0.4%

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.