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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
OFW
1776
Omnia Family Wealth
Florida
$1M -$16.4K -201 -2%
SFG
1777
StrategIQ Financial Group
Indiana
$996K -$55.8K -682 -6%
SCM
1778
SOL Capital Management
Maryland
$994K +$24.5K +300 +3%
IIM
1779
Ironwood Investment Management
Massachusetts
$993K
WIM
1780
Westside Investment Management
California
$989K
NCM
1781
Northstar Capital Management
New York
$988K
RHJA
1782
Rice Hall James & Associates
California
$981K -$32.7K -400 -3%
AI
1783
ArchPoint Investors
Florida
$980K
SAMC
1784
Spectrum Asset Management (California)
California
$979K +$54.4K +665 +6%
RIM
1785
Regent Investment Management
Kentucky
$978K
RTS
1786
Round Table Services
New Jersey
$978K +$167K +2,039 +22%
HC
1787
Hendley & Co
Ohio
$977K -$29.1K -356 -3%
AssetMark Inc
1788
AssetMark Inc
California
$977K +$9.65K +118 +1%
QCMC
1789
Quantum Capital Management (California)
California
$976K -$30.5K -373 -3%
BI
1790
Ballast Inc
Kentucky
$975K +$313K +3,825 +50%
LFA
1791
Legacy Financial Advisors
Kentucky
$972K -$176K -2,152 -16%
BWA
1792
Burt Wealth Advisors
Maryland
$970K -$32.7K -400 -3%
TAM
1793
Todd Asset Management
Kentucky
$964K
LFR
1794
Lehman Financial Resources
Pennsylvania
$961K +$206K +2,518 +29%
BA
1795
Birinyi Associates
Connecticut
$961K +$924K +11,300 New
TB
1796
Terril Brothers
Missouri
$957K
FMT
1797
First Mercantile Trust
Tennessee
$957K +$262K +3,200 +40%
GBBWRPM
1798
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$954K -$1.96K -24 -0.2%
FCH
1799
Freestone Capital Holdings
Washington
$953K -$47.7K -583 -5%
UF
1800
Univest Financial
Pennsylvania
$952K -$8.5K -104 -0.9%

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.