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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
SHA
1851
Seneca House Advisors
Virginia
$826K -$143K -1,747 -15%
OSNBOA
1852
Old Second National Bank of Aurora
Illinois
$822K
JIP
1853
Jaffetilchin Investment Partners
Florida
$819K -$75.5K -923 -9%
PP
1854
Paloma Partners
Connecticut
$816K -$17.6M -215,476 -96%
KWILP
1855
Kiwi Wealth Investments Limited Partnership
New Zealand
$815K -$29.6K -362 -4%
WI
1856
Wintrust Investments
Illinois
$815K +$15K +183 +2%
PA
1857
Parkside Advisors
California
$814K +$355K +4,345 +83%
PG
1858
Proffitt & Goodson
Tennessee
$813K -$24.2K -296 -3%
FDCC
1859
Foster Dykema Cabot & Co
Massachusetts
$812K -$181K -2,216 -19%
ZF
1860
Zhang Financial
Michigan
$812K +$327 +4 +0%
BCM
1861
Breiter Capital Management
Florida
$812K +$53.1K +649 +7%
VIA
1862
Vident Investment Advisory
Georgia
$812K +$97.5K +1,192 +14%
WC
1863
Whitney & Co
New York
$811K -$112K -1,364 -12%
FNBSF
1864
First National Bank Sioux Falls
South Dakota
$809K -$2.04K -25 -0.3%
TIA
1865
Tandem Investment Advisors
South Carolina
$809K +$5.07K +62 +0.7%
DLG
1866
Daniel L. Goodwin
$808K
HFA
1867
HC Financial Advisors
California
$807K -$50.7K -620 -6%
AMG
1868
Advisors Management Group
Wisconsin
$807K +$2.21K +27 +0.3%
Group One Trading
1869
Group One Trading
Illinois
$805K +$774K +9,464 New
SFP
1870
Shepherd Financial Partners
Massachusetts
$804K
GHAM
1871
Gilman Hill Asset Management
Connecticut
$803K +$54.5K +667 +8%
FCMC
1872
Founders Capital Management (Connecticut)
Connecticut
$799K -$1.15K -14 -0.2%
PIA
1873
Peachtree Investment Advisors
Georgia
$799K +$51.1K +625 +7%
BMM
1874
Berkshire Money Management
Massachusetts
$797K +$491 +6 +0.1%
PO
1875
Private Ocean
California
$794K -$51.4K -629 -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.