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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
CF
2101
Copperwynd Financial
Arizona
$452K
SCM
2102
Silvant Capital Management
Georgia
$451K +$9.32K +114 +2%
BMCM
2103
Bryn Mawr Capital Management
Pennsylvania
$450K -$74.6K -912 -15%
CL
2104
CIM LLC
New York
$450K -$409 -5 -0.1%
SIC
2105
SFE Investment Counsel
California
$450K +$40.3K +493 +10%
SRCM
2106
Swift Run Capital Management
Virginia
$447K -$157K -1,920 -27%
EVC
2107
Eidelman Virant Capital
Missouri
$447K -$6.13K -75 -1%
AFM
2108
Andesa Financial Management
Pennsylvania
$446K -$43.6K -533 -9%
MMA
2109
Miracle Mile Advisors
California
$446K -$39.6K -484 -8%
AL
2110
Arnhold LLC
New York
$444K
ORI
2111
Oak Ridge Investments
Illinois
$444K +$30.7K +375 +8%
LAM
2112
Lingohr Asset Management
Germany
$442K
KPCM
2113
Kings Point Capital Management
New York
$441K
BC
2114
Bruce & Co
Illinois
$440K
PC
2115
Port Capital
Illinois
$440K +$82 +1 +0%
AC
2116
Addison Capital
Pennsylvania
$439K
JAFL
2117
Jay A. Fishman Ltd
Michigan
$439K
VLC
2118
Van Leeuwen & Company
New Jersey
$438K +$421K +5,150 New
RPGK
2119
Retirement Planning Group (Kansas)
Kansas
$437K +$23.4K +286 +6%
LRIA
2120
Leonard Rickey Investment Advisors
Washington
$430K -$15K -183 -3%
VBFG
2121
Vishria Bird Financial Group
Tennessee
$429K -$15K -184 -4%
AW
2122
Alpha Windward
Massachusetts
$429K -$4.09K -50 -1%
NIT
2123
NumerixS Investment Technologies
British Columbia, Canada
$429K +$22K +269 +6%
BWM
2124
BigSur Wealth Management
Florida
$427K -$123K -1,500 -23%
FCAG
2125
First Capital Advisors Group
New Jersey
$427K

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.