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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
RAM
1876
Roanoke Asset Management
New Jersey
$793K -$19.6K -240 -3%
NIM
1877
Nexus Investment Management
Ontario, Canada
$793K
WMC
1878
Westwood Management Corporation
Illinois
$792K
DWM
1879
Darwin Wealth Management
Florida
$792K +$86.2K +1,054 +13%
PCTC
1880
Perkins Coie Trust Company
Washington
$784K -$4.91K -60 -0.6%
IRC
1881
Investors Research Corp
Georgia
$782K -$16.4K -200 -2%
FC
1882
Ferris Capital
Massachusetts
$781K -$9.81K -120 -1%
BWA
1883
BDO Wealth Advisors
Florida
$778K -$290K -3,546 -28%
FBFS
1884
First Business Financial Services
Wisconsin
$776K
PCM
1885
Perritt Capital Management
Illinois
$774K
BCM
1886
Bluefin Capital Management
New York
$773K -$2.61M -31,872 -78%
RBCM
1887
Raub Brock Capital Management
California
$769K
HPWM
1888
Highland Private Wealth Management
Washington
$768K +$13.8K +169 +2%
IA
1889
Independence Advisors
Pennsylvania
$768K +$41.1K +503 +6%
TFO
1890
Tarbox Family Office
California
$768K +$84K +1,028 +13%
MM
1891
Meridian Management
Arkansas
$764K
MC
1892
Mathes Company
New York
$761K -$4.91K -60 -0.7%
BRC
1893
Bell Rock Capital
Delaware
$761K +$329K +4,025 +82%
BAM
1894
Bruderman Asset Management
New York
$759K -$35.7K -437 -5%
NFG
1895
Nations Financial Group
Iowa
$759K +$202K +2,470 +38%
MAM
1896
Mastrapasqua Asset Management
Tennessee
$758K +$11.4K +139 +2%
GAM
1897
Garrison Asset Management
Arkansas
$757K -$53.4K -653 -7%
TCM
1898
Tuttle Capital Management
Connecticut
$756K +$728K +8,900 New
SFI
1899
SPC Financial Inc
Maryland
$754K +$8.18K +100 +1%
WPA
1900
West Paces Advisors
Georgia
$751K -$17.3K -212 -2%

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.