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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
NCM
1751
Noesis Capital Mangement
Florida
$1.06M -$45K -550 -4%
CF
1752
Corrigan Financial
Rhode Island
$1.05M -$37.8K -462 -4%
KC
1753
Kingfisher Capital
North Carolina
$1.05M -$37K -453 -4%
BI
1754
Bredin Investment
Delaware
$1.05M
ABP
1755
Arthur B. Page
$1.04M -$226K -2,770 -18%
BC
1756
Brinker Capital
Pennsylvania
$1.04M -$818 -10 -0.1%
TC
1757
Trust Company
Kansas
$1.04M -$17.3K -212 -2%
BONST
1758
Bank of Nova Scotia Trust
Ontario, Canada
$1.03M -$409K -5,004 -29%
BOS
1759
Bank of Stockton
California
$1.03M +$113K +1,387 +13%
CC
1760
Cedar Capital
Illinois
$1.03M +$136K +1,667 +16%
HCIA
1761
Hochman Cole Investment Advisors
Illinois
$1.03M +$245 +3 +0%
BCA
1762
Bay Colony Advisors
Massachusetts
$1.03M +$50.7K +620 +5%
JFA
1763
Johanson Financial Advisors
California
$1.03M -$12.2K -149 -1%
HCA
1764
Heck Capital Advisors
Wisconsin
$1.03M
GAM
1765
Gould Asset Management
California
$1.03M -$12.3K -150 -1%
MCMT
1766
Moon Capital Management (Tennessee)
Tennessee
$1.02M -$22.6K -277 -2%
GLI
1767
Guardian Life Insurance
New York
$1.02M +$21.6K +264 +2%
CAC
1768
Certified Advisory Corp
Florida
$1.01M +$18.5K +226 +2%
MLFP
1769
MPS Loria Financial Planners
Illinois
$1.01M -$76K -930 -7%
EA
1770
Evanston Advisors
Illinois
$1.01M +$9.24K +113 +1%
CWM
1771
Connecticut Wealth Management
Connecticut
$1.01M +$9.81K +120 +1%
WAG
1772
Winthrop Advisory Group
Massachusetts
$1.01M -$98.1K -1,200 -9%
TFF
1773
The Family Firm
Maryland
$1.01M +$71K +869 +8%
UA
1774
Unison Advisors
District of Columbia
$1.01M +$9.4K +115 +1%
LP
1775
LMR Partners
United Kingdom
$1.01M +$968K +11,834 New

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.