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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
CVA
1801
Ceredex Value Advisors
Florida
$951K
CPO
1802
Cerity Partners OCIO
New York
$949K +$22.6K +276 +3%
BFG
1803
Barber Financial Group
Kansas
$946K -$74.8K -915 -8%
DWM
1804
Dynasty Wealth Management
Florida
$944K +$568K +6,951 +167%
GTAM
1805
Global Trust Asset Management
Florida
$942K +$8.18K +100 +0.9%
SAM
1806
Shamrock Asset Management
Texas
$937K -$7.11K -87 -0.8%
HF
1807
HRT Financial
New York
$937K +$244K +2,990 +37%
SLA
1808
Silver Lake Advisory
Utah
$937K +$281K +3,433 +45%
BSA
1809
Braun Stacey Associates
New York
$935K -$15.8M -192,782 -95%
OCG
1810
Opus Capital Group
Ohio
$935K -$34.7K -425 -4%
CI
1811
CAZ Investments
Texas
$923K
WIP
1812
Wellesley Investment Partners
Massachusetts
$921K -$747K -9,141 -46%
RGIA
1813
Rainier Group Investment Advisory
Washington
$915K
SCM
1814
Salem Capital Management
Massachusetts
$915K +$45.7K +559 +5%
EDRIA
1815
Edmonds Duncan Registered Investment Advisors
Kansas
$913K
HRC
1816
Hoertkorn Richard Charles
$910K -$8.18K -100 -0.9%
VFP
1817
Verus Financial Partners
Virginia
$909K -$48.6K -595 -5%
CAN
1818
Claraphi Advisory Network
United States
$909K -$21.9K -268 -2%
RCM
1819
RNC Capital Management
California
$901K -$40K -489 -4%
PAMG
1820
Patton Albertson Miller Group
Tennessee
$897K
WAM
1821
Winslow Asset Management
Ohio
$895K -$20.4K -250 -2%
NIC
1822
Northwest Investment Counselors
Oregon
$895K
CWM
1823
Circle Wealth Management
New Jersey
$894K +$3.11K +38 +0.4%
SFA
1824
Stewardship Financial Advisors
Georgia
$893K -$90.7K -1,109 -10%
AWP
1825
Ascent Wealth Partners
New York
$893K -$4.91K -60 -0.6%

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.