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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
GQG Partners
2201
GQG Partners
Florida
$348K -$324K -3,957 -49%
FGP
2202
Foyston, Gordon, & Payne
Ontario, Canada
$348K -$168K -2,050 -33%
AWA
2203
Alaska Wealth Advisors
Alaska
$348K +$32.7K +400 +11%
B
2204
Bridgeworth
Alabama
$343K -$43.8K -536 -9%
CWM
2205
Capital Wealth Management
Rhode Island
$343K
Diamond Hill Capital Management
2206
Diamond Hill Capital Management
Ohio
$343K +$46.3K +566 +16%
NWM
2207
Northwest Wealth Management
Iowa
$341K -$35.3K -432 -10%
IIA
2208
IPG Investment Advisors
California
$340K
CFA
2209
Capstone Financial Advisors
Illinois
$340K -$11.8K -144 -3%
LFS
2210
Legacy Financial Strategies
Kansas
$339K -$153K -1,875 -30%
SMG
2211
Smart Money Group
Texas
$339K -$35.9K -439 -10%
TAM
2212
Timucuan Asset Management
Florida
$339K
GWM
2213
Greenwich Wealth Management
Connecticut
$339K +$35.8K +438 +12%
WA
2214
WealthTrust-Arizona
Arizona
$339K +$169K +2,067 +108%
FAM
2215
Flaharty Asset Management
Florida
$337K -$2.13K -26 -0.7%
OIM
2216
Orca Investment Management
Oregon
$336K +$2.13K +26 +0.7%
HCM
2217
Highlander Capital Management
New Jersey
$336K +$53K +648 +20%
BA
2218
Ballew Advisors
Mississippi
$333K -$51.9K -635 -13%
SCG
2219
Sonata Capital Group
Washington
$332K -$40.9K -500 -11%
PCP
2220
Proficio Capital Partners
Massachusetts
$332K -$23.4K -286 -7%
GA
2221
Geller Advisors
New York
$332K
TVWM
2222
Tower View Wealth Management
Wisconsin
$332K +$164 +2 +0.1%
OCM
2223
Orser Capital Management
Texas
$329K -$666K -8,150 -67%
F
2224
F3Logic
Minnesota
$326K -$16.6K -203 -5%
PFA
2225
Pure Financial Advisors
California
$323K +$310K +3,794 New

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.