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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
ALIONA
2076
Allianz Life Insurance of North America
Minnesota
$486K +$138K +1,685 +42%
AWA
2077
AmeriServ Wealth Advisors
Pennsylvania
$484K -$34.3K -419 -7%
IC
2078
Intersect Capital
California
$482K -$17.3K -211 -4%
CPA
2079
Cowen Prime Advisors
New York
$482K
SCM
2080
Sterneck Capital Management
Missouri
$480K -$122K -1,487 -21%
QCM
2081
Quadrant Capital Management
New Jersey
$479K +$37K +453 +9%
EMB
2082
Elefante Mark B
$478K
AFG
2083
Arkansas Financial Group
Arkansas
$476K
KSA
2084
Ken Stern & Associates
California
$476K +$818 +10 +0.2%
LC
2085
Landaas & Company
Wisconsin
$475K -$48.6K -595 -10%
CW
2086
CreativeOne Wealth
Kansas
$473K +$39.1K +478 +9%
CCM
2087
Copeland Capital Management
Pennsylvania
$471K
NIMC
2088
NWQ Investment Management Company
California
$471K
KF
2089
Krilogy Financial
Missouri
$467K +$70.6K +864 +19%
PCM
2090
Poehling Capital Management
Wisconsin
$467K +$300K +3,671 +202%
GCA
2091
Gideon Capital Advisors
New York
$465K +$447K +5,470 New
SIA
2092
SeaBridge Investment Advisors
New Jersey
$464K -$31.8K -389 -7%
AAM
2093
American Asset Management
Florida
$464K -$28.6K -350 -6%
PAM
2094
Pegasus Asset Management
New York
$464K
TH
2095
Timber Hill
Connecticut
$462K -$717K -8,769 -62%
TAM
2096
Trillium Asset Management
Massachusetts
$460K -$224K -2,734 -34%
PFT
2097
Providence First Trust
Arizona
$458K
CA
2098
CapWealth Advisors
Tennessee
$455K -$37.2K -455 -8%
TW
2099
Towerpoint Wealth
California
$455K +$30.5K +373 +8%
PFM
2100
Peak Financial Management
Massachusetts
$452K -$20.4K -250 -4%

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.