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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
S
2176
SimplyRich
California
$379K
ZIG
2177
Zuckerman Investment Group
Illinois
$378K
ECM
2178
EagleClaw Capital Management
Massachusetts
$377K +$146K +1,789 +68%
SAM
2179
Symphony Asset Management
California
$376K +$362K +4,426 New
LFG
2180
Larson Financial Group
Missouri
$375K -$130K -1,589 -27%
BFM
2181
Boothbay Fund Management
New York
$374K +$155K +1,900 +76%
PFC
2182
Poplar Forest Capital
California
$373K
AC
2183
Allstate Corporation
Illinois
$372K +$5.97K +73 +2%
JCM
2184
Jag Capital Management
Missouri
$371K -$10.3K -126 -3%
PA
2185
PFG Advisors
Arizona
$367K +$376K +4,599 New
DI
2186
Diligent Investors
California
$365K
PFA
2187
Pinnacle Family Advisors
Missouri
$363K +$124K +1,519 +55%
CEI
2188
Clark Estates Inc
New York
$362K
CWM
2189
Cahaba Wealth Management
Georgia
$361K +$26.2K +321 +8%
BHA
2190
Beech Hill Advisors
New York
$361K +$81.8K +1,000 +31%
RA
2191
Rational Advisors
New York
$358K -$47.1K -576 -12%
RVPG
2192
Relative Value Partners Group
$356K -$286K -3,500 -46%
AIA
2193
Arbor Investment Advisors
North Carolina
$355K -$47.6K -582 -12%
CRWM
2194
Castle Rock Wealth Management
California
$354K -$172K -2,099 -33%
NQWM
2195
Northwest Quadrant Wealth Management
Oregon
$354K -$17K -208 -5%
IP
2196
Intellectus Partners
California
$354K -$6.38K -78 -2%
NA
2197
Nottingham Advisors
New York
$350K -$18.4K -225 -5%
PS
2198
Portfolio Solutions
Michigan
$350K -$3.52K -43 -1%
OAM
2199
Occidental Asset Management
California
$350K +$82 +1 +0%
ECAM
2200
East Coast Asset Management
Massachusetts
$349K +$36.8K +450 +12%

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.