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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
MFT
2126
Moisand Fitzgerald Tamayo
Florida
$426K -$3.6K -44 -0.9%
SIG
2127
Schaller Investment Group
North Carolina
$426K
ACM
2128
AlphaStar Capital Management
North Carolina
$425K -$210K -2,566 -34%
CI
2129
Clal Insurance
Israel
$425K
KM
2130
Kalos Management
Georgia
$422K -$68.4K -836 -14%
NFGCM
2131
Norman Fields Gottscho Capital Management
New York
$422K -$20.4K -250 -5%
CAW
2132
Cornerstone Advisors (Washington)
Washington
$420K -$96.7K -1,183 -19%
AIP
2133
ARS Investment Partners
New York
$420K +$6.95K +85 +2%
DIA
2134
Davidson Investment Advisors
Montana
$419K -$20.1K -246 -5%
CWM
2135
Catamount Wealth Management
Connecticut
$419K
FRM
2136
Fox Run Management
Connecticut
$419K +$134K +1,638 +50%
BA
2137
BKS Advisors
Michigan
$418K -$17.6K -215 -4%
IFS
2138
Ifrah Financial Services
Arkansas
$418K -$16.4K -200 -4%
SGS
2139
Sterling Global Strategies
California
$418K -$10.3K -126 -2%
RHFI
2140
Reilly Herbert Faulkner III
$418K -$1.64K -20 -0.4%
SG
2141
StoneX Group
New York
$417K -$28.3K -346 -7%
AMG
2142
Asset Management Group
Connecticut
$415K +$3.92K +48 +1%
CCM
2143
Canal Capital Management
Virginia
$414K +$41.4K +506 +12%
RFWA
2144
RPg Family Wealth Advisory
Massachusetts
$414K -$16.4K -200 -4%
SHJ
2145
Sharkey, Howes & Javer
Colorado
$413K
CWSR
2146
Chessman Wealth Strategies RIA
Texas
$413K +$82 +1 +0%
ICM
2147
IMS Capital Management
Oregon
$413K +$245 +3 +0.1%
MCM
2148
MV Capital Management
Maryland
$412K +$15.7K +192 +4%
MSA
2149
Marino Stram & Associates
Massachusetts
$411K -$144K -1,763 -27%
ANTB
2150
AMG National Trust Bank
Colorado
$410K -$37.2K -455 -9%

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.