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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
WIA
1826
Westbourne Investment Advisors
Maryland
$889K +$89.9K +1,100 +12%
LWM
1827
Lyell Wealth Management
California
$887K -$83.4K -1,020 -9%
PNAA
1828
Pictet North America Advisors
Switzerland
$884K
KCM
1829
Kendall Capital Management
Maryland
$882K -$33.9K -415 -4%
HAC
1830
Harbor Advisory Corp
New Hampshire
$882K -$14.6K -179 -2%
PIM
1831
Profit Investment Management
Maryland
$878K
FBA
1832
Front Barnett Associates
Illinois
$873K -$4.42K -54 -0.5%
KIM
1833
Karpus Investment Management
New York
$871K -$98.1K -1,200 -10%
ACM
1834
Adalta Capital Management
New York
$870K -$85.8K -1,050 -9%
B
1835
Bellecapital
Switzerland
$867K -$462K -5,650 -36%
CWA
1836
Cypress Wealth Advisors
California
$864K +$15.1K +185 +2%
GRP
1837
Global Retirement Partners
California
$862K -$85.9K -1,051 -9%
TCCM
1838
Timber Creek Capital Management
Massachusetts
$862K
AWM
1839
AllSquare Wealth Management
New York
$857K
AFIA
1840
America First Investment Advisors
Nebraska
$856K
NED
1841
Nancy E. Dempze
$855K -$8.18K -100 -1%
FIG
1842
FundX Investment Group
California
$847K
VIG
1843
Vienna Insurance Group
Poland
$847K -$10.5K -128 -1%
OBWP
1844
O'Brien Wealth Partners
Massachusetts
$846K +$814K +9,954 New
MIH
1845
Meitav Investment House
Israel
$844K -$249K -3,051 -24%
HHGA
1846
Halbert Hargrove Global Advisors
California
$843K +$96K +1,174 +13%
KA
1847
Kaizen Advisory
Illinois
$840K
MIM
1848
Miller Investment Management
Pennsylvania
$834K
CCM
1849
Compass Capital Management
Minnesota
$833K -$40.2K -492 -5%
BCIM
1850
Bishop & Co Investment Management
Pennsylvania
$832K -$2.7K -33 -0.3%

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.