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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
FMB
1726
Field & Main Bank
Kentucky
$1.11M -$14.3K -175 -1%
CCP
1727
Cardan Capital Partners
Colorado
$1.11M -$6.13K -75 -0.6%
MCG
1728
McCollum Christoferson Group
New York
$1.11M -$17.7K -216 -2%
AF
1729
Affiance Financial
Minnesota
$1.11M +$10.4K +127 +1%
OC
1730
Oarsman Capital
Wisconsin
$1.11M -$23.7K -290 -2%
FPFS
1731
First Personal Financial Services
North Carolina
$1.11M +$34.5K +422 +3%
MFP
1732
Michael F. Price
$1.1M
WPIC
1733
White Pine Investment Company
Michigan
$1.1M
WWMSC
1734
Wagner Wealth Management (South Carolina)
South Carolina
$1.1M -$164K -2,001 -13%
GAG
1735
GM Advisory Group
New York
$1.09M -$29.2K -357 -3%
REMPR
1736
Roof Eidam Maycock Peralta (REMP)
California
$1.09M
BWP
1737
BSW Wealth Partners
Colorado
$1.09M +$22.2K +271 +2%
FCFC
1738
First Commonwealth Financial Corp
Pennsylvania
$1.09M -$348K -4,262 -25%
PA
1739
Perennial Advisors
New York
$1.09M +$245 +3 +0%
CI
1740
Capital Innovations
Wisconsin
$1.08M -$24.5K -300 -2%
ADL
1741
Asset Dedication LLC
California
$1.07M +$98.6K +1,206 +10%
SKK
1742
Shepherd Kaplan Krochuk
Massachusetts
$1.07M -$28.7K -351 -3%
MSFP
1743
Mark Sheptoff Financial Planning
Connecticut
$1.07M +$38.3K +468 +4%
LOAMS
1744
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.07M
CSA
1745
Cottage Street Advisors
Massachusetts
$1.07M +$14.7K +180 +1%
PAS
1746
Professional Advisory Services
Florida
$1.06M -$81.8K -1,000 -7%
PD
1747
Planning Directions
Pennsylvania
$1.06M -$224K -2,737 -18%
DWA
1748
Divergent Wealth Advisors
Utah
$1.06M
FWM
1749
Focused Wealth Management
New York
$1.06M -$640K -7,830 -39%
MWPCG
1750
Measured Wealth Private Client Group
New Hampshire
$1.06M +$18.5K +226 +2%

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.