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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
SIS
2151
Sound Income Strategies
Florida
$407K +$9.57K +117 +3%
DA
2152
DSC Advisors
Illinois
$407K +$114K +1,397 +41%
FCT
2153
Family Capital Trust
Massachusetts
$397K -$333K -4,075 -47%
DAM
2154
Deltec Asset Management
New York
$396K
PK
2155
Pflug Koory
Nebraska
$395K -$11.5K -141 -3%
BPCE
2156
Bank Pictet & Cie (Europe)
Germany
$395K
RWMH
2157
Riverpoint Wealth Management Holdings
Illinois
$394K +$11.3K +138 +3%
XSC
2158
X-Square Capital
Puerto Rico
$391K +$1.31K +16 +0.3%
CM
2159
Capital Management
Virginia
$391K +$16.4K +200 +5%
SRC
2160
Stone Run Capital
New York
$390K +$82 +1 +0%
CAL
2161
Capital Advisors Ltd
Ohio
$390K +$43.7K +534 +13%
PWAG
2162
Polaris Wealth Advisory Group
California
$390K +$323K +3,953 +624%
JWM
2163
Janiczek Wealth Management
Colorado
$389K
PWM
2164
Paulson Wealth Management
Illinois
$389K +$102K +1,247 +34%
WLIM
2165
White Lighthouse Investment Management
Massachusetts
$384K -$12.3K -150 -3%
CCP
2166
Clarkston Capital Partners
Michigan
$384K
TPW
2167
Tiller Private Wealth
Pennsylvania
$383K -$3.76K -46 -1%
ACM
2168
Alethea Capital Management
Washington
$383K
GSC
2169
G&S Capital
Colorado
$383K +$5.31K +65 +1%
EA
2170
Elm Advisors
California
$382K +$153K +1,867 +71%
GC
2171
Gilbert & Cook
Iowa
$381K +$981 +12 +0.3%
PGWM
2172
Parisi Gray Wealth Management
New Jersey
$380K -$37.9K -464 -9%
CI
2173
CX Institutional
Indiana
$380K -$16K -196 -4%
TA
2174
Trellis Advisors
Washington
$380K -$11.4K -140 -3%
UWPG
2175
Ullmann Wealth Partners Group
Florida
$379K -$2.37K -29 -0.6%

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.