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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
DC
2051
DeDora Capital
California
$518K +$9.81K +120 +2%
ACP
2052
Aveo Capital Partners
Colorado
$517K -$139K -1,696 -21%
GJCM
2053
Grand Jean Capital Management
California
$515K +$30.9K +378 +7%
PFO
2054
Pathstone Family Office
New Jersey
$510K +$6.38K +78 +1%
CIA
2055
CCM Investment Advisers
South Carolina
$509K -$2.41M -29,478 -83%
FSA
2056
Financial Sense Advisors
California
$509K +$82.8K +1,013 +20%
VCWA
2057
Vanguard Capital Wealth Advisors
Colorado
$508K -$151K -1,848 -24%
DA
2058
Dillon & Associates
Michigan
$504K
RCS
2059
Retirement Capital Strategies
California
$502K
BCWM
2060
Blue Chip Wealth Management
Florida
$501K -$154K -1,889 -24%
CHA
2061
Cooper/Haims Advisors
New York
$500K -$13.9K -170 -3%
MWP
2062
Moller Wealth Partners
$500K
WA
2063
WESPAC Advisors
California
$499K +$246K +3,009 +105%
GKIM
2064
GW&K Investment Management
Massachusetts
$497K -$43.2K -528 -8%
SFSIG
2065
San Francisco Sentry Investment Group
California
$497K +$63.5K +777 +15%
BLAM
2066
Bourne Lent Asset Management
New York
$496K
LFG
2067
LifePlan Financial Group
Ohio
$494K
AAP
2068
Arax Advisory Partners
Colorado
$493K -$29.2K -357 -6%
DPI
2069
Diversified Portfolios Inc
Michigan
$493K -$11.1K -136 -2%
CRM
2070
Cramer Rosenthal McGlynn
Connecticut
$489K
SCP
2071
Sandhill Capital Partners
New York
$488K -$71.5K -874 -13%
LFA
2072
Landmark Financial Advisors
Kentucky
$488K -$7.36K -90 -2%
EWF
2073
Epstein & White Financial
California
$487K -$234K -2,863 -33%
RI
2074
Ridgewood Investments
New Jersey
$487K +$29.4K +360 +7%
MPPLM
2075
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$486K +$53.1K +649 +13%

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.