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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
EBSAM
2026
Eubel Brady & Suttman Asset Management
Ohio
$545K +$818 +10 +0.2%
BCM
2027
Brasada Capital Management
Texas
$545K +$213K +2,601 +68%
MCP
2028
Mirador Capital Partners
California
$544K +$54K +660 +12%
TAIM
2029
TD Ameritrade Investment Management
Nebraska
$543K +$439K +5,370 +531%
SAM
2030
Seelaus Asset Management
New Jersey
$541K -$687K -8,400 -57%
DSAM
2031
Dock Street Asset Management
Florida
$541K
NBG
2032
Nancy B. Gardiner
$540K -$2.04K -25 -0.4%
KIA
2033
Kopp Investment Advisors
Minnesota
$537K +$12.4K +152 +2%
SEIA
2034
Signature Estate & Investment Advisors
California
$534K +$9.81K +120 +2%
FSCM
2035
Front Street Capital Management
Montana
$533K -$227K -2,781 -31%
EAMA
2036
EFG Asset Management (Americas)
Florida
$533K -$37K -453 -7%
IGGA
2037
Iron Gate Global Advisors
Utah
$533K +$2.29K +28 +0.4%
NCM
2038
New Capital Management
Texas
$532K +$245 +3 +0%
WGCA
2039
Wolf Group Capital Advisors
Virginia
$531K -$13.9K -170 -3%
WCM
2040
Wealthcare Capital Management
Virginia
$530K +$82 +1 +0%
PA
2041
Probity Advisors
Texas
$528K -$112K -1,373 -18%
SC
2042
Saturna Capital
Washington
$527K -$16.4K -200 -3%
PFC
2043
Phocas Financial Corp
California
$526K -$56.4K -690 -10%
CYG
2044
Clean Yield Group
Vermont
$523K +$159K +1,950 +46%
ADBIC
2045
A.D. Beadell Investment Counsel
Wisconsin
$522K
AGA
2046
Accuvest Global Advisors
Utah
$522K +$79.1K +967 +19%
NCM
2047
Northside Capital Management
Oregon
$521K
RPAM
2048
Rhenman & Partners Asset Management
Sweden
$520K -$56.7K -693 -10%
HCM
2049
Heathbridge Capital Management
Ontario, Canada
$519K
CAL
2050
Capital Analysts LLC
Pennsylvania
$518K -$163K -1,998 -25%

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.