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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
LG
1951
LaFleur & Godfrey
Michigan
$666K -$12.3K -150 -2%
FFW
1952
Fusion Family Wealth
New York
$662K -$4.01K -49 -0.6%
CM
1953
CoreCommodity Management
Connecticut
$659K -$1.12M -13,715 -64%
RCM
1954
RB Capital Management
Nevada
$659K -$371K -4,539 -37%
WTFG
1955
Wells Trecaso Financial Group
Ohio
$654K +$9.48K +116 +2%
MFS
1956
McNamara Financial Services
Massachusetts
$651K -$80.4K -983 -11%
VRM
1957
Vectors Research Management
New York
$649K +$649K +7,935 New
HFP
1958
Holistic Financial Partners
Indiana
$648K +$623K +7,619 New
NFC
1959
Northeast Financial Consultants
Connecticut
$642K -$55.4K -678 -8%
RPA
1960
Rock Point Advisors
Vermont
$639K -$9.65K -118 -2%
NEAM
1961
New England Asset Management
Connecticut
$639K
PAWC
1962
P.A.W. Capital
Connecticut
$638K
LYV
1963
Live Your Vision
Pennsylvania
$637K +$180K +2,201 +42%
MHI
1964
Miller Howard Investments
New York
$636K -$156K -1,903 -20%
QCIG
1965
Quad-Cities Investment Group
Iowa
$634K
SCI
1966
Stableford Capital II
Arizona
$633K -$28.2K -345 -4%
UAS
1967
United Asset Strategies
New York
$630K -$45.5K -557 -7%
GWCM
1968
Godshalk Welsh Capital Management
Pennsylvania
$623K -$4.09K -50 -0.7%
SA
1969
Strategic Advisors
New York
$623K +$5.15K +63 +0.9%
IWA
1970
Inspirion Wealth Advisors
Illinois
$622K +$9.16K +112 +2%
MVA
1971
Mount Vernon Associates
Maryland
$622K +$9.57K +117 +2%
EIG
1972
Ellenbecker Investment Group
Wisconsin
$619K -$35.5K -434 -6%
WP
1973
WealthShield Partners
North Carolina
$619K -$4.09K -50 -0.7%
SCM
1974
Stordahl Capital Management
Colorado
$618K -$16.4K -200 -3%
SSW
1975
Smith Shellnut Wilson
Mississippi
$616K +$593K +7,250 New

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.