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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
CWA
2001
Clarus Wealth Advisors
Arizona
$579K +$85.9K +1,051 +18%
LGC
2002
Laurel Grove Capital
California
$578K -$168K -2,050 -23%
CGL
2003
Clarius Group LLC
Washington
$578K +$555K +6,794 New
SIAS
2004
Shine Investment Advisory Services
Colorado
$577K +$572 +7 +0.1%
ICOM
2005
Investment Counselors of Maryland
Maryland
$575K
NL
2006
NVWM LLC
Pennsylvania
$574K -$5.48K -67 -1%
ACM
2007
Ativo Capital Management
Illinois
$573K -$222K -2,714 -29%
DIM
2008
DC Investments Management
Virginia
$573K -$19.9K -243 -3%
TI
2009
Truepoint Inc
Ohio
$570K +$9.16K +112 +2%
HPIA
2010
Hamilton Point Investment Advisors
North Carolina
$568K -$17.9K -219 -3%
JFM
2011
Jackson Financial Management
California
$564K +$2.54K +31 +0.5%
SIM
2012
SSI Investment Management
California
$563K -$4.33K -53 -0.8%
HFA
2013
Huber Financial Advisors
Illinois
$561K +$29.8K +364 +6%
TCM
2014
Traynor Capital Management
Pennsylvania
$560K -$37.6K -460 -7%
JG
2015
Jefferies Group
New York
$558K -$4.17M -50,986 -89%
RW
2016
REDW Wealth
New Mexico
$556K -$83K -1,015 -13%
HCM
2017
HMS Capital Management
Tennessee
$554K
OIWM
2018
OptiFour Integrated Wealth Management
Virginia
$552K -$12.3K -150 -2%
CWM
2019
Confluence Wealth Management
Oregon
$551K +$16.8K +206 +3%
TCM
2020
TD Capital Management
Tennessee
$551K +$266K +3,254 +101%
MWM
2021
Meridian Wealth Management
Kentucky
$549K -$7.68K -94 -1%
KFA
2022
Kelleher Financial Advisors
New York
$549K +$16.4K +200 +3%
B
2023
Brightworth
Georgia
$548K +$1.23K +15 +0.2%
KTA
2024
Keeley-Teton Advisors
Illinois
$547K -$8.91K -109 -2%
MWM
2025
Marietta Wealth Management
Georgia
$546K +$8.09K +99 +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.