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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
ACM
1976
Argent Capital Management
Missouri
$614K
SA
1977
Sicart Associates
New York
$612K
LSAG
1978
Lake Street Advisors Group
New Hampshire
$611K -$277K -3,392 -32%
MAS
1979
Managed Account Services
Florida
$611K +$610K +7,464 New
IWA
1980
Intercontinental Wealth Advisors
Texas
$610K +$41.3K +505 +8%
RAM
1981
Redmond Asset Management
Virginia
$608K -$60.9K -745 -9%
CCMW
1982
Cypress Capital Management (Wyoming)
Wyoming
$606K
MAA
1983
Mraz Amerine & Associates
California
$606K
WCM
1984
Weatherstone Capital Management
Colorado
$605K +$52.6K +643 +10%
PWPS
1985
Pinnacle Wealth Planning Services
Ohio
$603K -$98.4K -1,203 -15%
AIM
1986
Arcadia Investment Management
Michigan
$599K -$36.5K -447 -6%
STA
1987
Summit Trail Advisors
New York
$599K +$464K +5,673 +412%
KJWM
1988
Kiley Juergens Wealth Management
Washington
$598K +$69.3K +848 +14%
VCP
1989
Vista Capital Partners
Oregon
$598K +$221K +2,705 +62%
LWA
1990
Lenox Wealth Advisors
New York
$593K -$12K -147 -2%
MWM
1991
Mascoma Wealth Management
New Hampshire
$593K -$1.64K -20 -0.3%
BCM
1992
Brookmont Capital Management
Texas
$592K -$57.2K -700 -9%
FLA
1993
Financial Life Advisors
Texas
$592K
BIA
1994
Biondo Investment Advisors
Pennsylvania
$592K +$2.04K +25 +0.4%
MCM
1995
Marathon Capital Management
Maryland
$589K -$32.7K -400 -5%
TFA
1996
Toth Financial Advisory
Virginia
$589K -$6.38K -78 -1%
NFA
1997
Nuveen Fund Advisors
Illinois
$587K -$388K -4,740 -41%
PWP
1998
Private Wealth Partners
California
$585K
FA
1999
Financial Advantage
Maryland
$583K
MFWM
2000
Motley Fool Wealth Management
Virginia
$580K -$5.64K -69 -1%

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.