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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
CAG
1926
Csenge Advisory Group
Florida
$717K +$106K +1,302 +16%
KP
1927
Keel Point
Alabama
$713K +$72.8K +891 +12%
CFA
1928
Cahill Financial Advisors
Minnesota
$709K -$8.34K -102 -1%
WA
1929
Wheatland Advisors
Pennsylvania
$706K
CAM
1930
Concorde Asset Management
Michigan
$702K +$55.8K +683 +9%
PHK
1931
Point72 Hong Kong
Hong Kong
$699K +$672K +8,218 New
PMFA
1932
Plante Moran Financial Advisors
Michigan
$698K -$29.4K -360 -4%
PWS
1933
Paragon Wealth Strategies
Florida
$695K -$11.8K -144 -2%
SBA
1934
Secrest Blakey & Associates
North Carolina
$695K -$10.3K -126 -2%
FI
1935
Fosun International
China
$695K +$662K +8,100 New
MFW
1936
Mosaic Family Wealth
Missouri
$694K +$14.2K +174 +2%
CCM
1937
Carlson Capital Management
Minnesota
$690K -$59.5K -728 -8%
SFC
1938
SYM Financial Corp
Indiana
$690K +$193K +2,355 +41%
DOA
1939
D'Orazio & Associates
Virginia
$688K +$34K +416 +5%
PHAM
1940
Palisades Hudson Asset Management
Florida
$686K
Two Sigma Advisers
1941
Two Sigma Advisers
New York
$686K +$660K +8,072 New
LRIC
1942
Long Road Investment Counsel
Michigan
$681K
CBT
1943
Central Bank & Trust
Kentucky
$680K -$23K -281 -3%
TAM
1944
Troy Asset Management
United Kingdom
$680K
SIM
1945
Sadoff Investment Management
Wisconsin
$678K -$12.3K -150 -2%
SC
1946
Sawyer & Company
Massachusetts
$677K +$108K +1,321 +20%
HI
1947
Hendershot Investments
Virginia
$676K -$1.96K -24 -0.3%
RIS
1948
Retirement Income Solutions
Michigan
$672K +$146K +1,791 +29%
HS
1949
HighVista Strategies
Massachusetts
$672K +$646K +7,900 New
SMFS
1950
Squar Milner Financial Services
California
$667K -$146K -1,783 -19%

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.