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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
ACM
2226
AUA Capital Management
Pennsylvania
$316K
VCM
2227
Vision Capital Management
Oregon
$316K
GC
2228
Gibson Capital
Pennsylvania
$315K
RCP
2229
Rothschild Capital Partners
New York
$315K
PA
2230
Prism Advisors
California
$313K -$117K -1,432 -27%
GCM
2231
Gladius Capital Management
Illinois
$312K -$920K -11,254 -75%
RPG
2232
Resource Planning Group
Georgia
$312K +$311K +3,805 New
AWA
2233
Acorn Wealth Advisors
Michigan
$311K +$409 +5 +0.1%
PTCG
2234
Pring Turner Capital Group
California
$310K
FDS
2235
Freedom Day Solutions
Texas
$310K +$40.6K +496 +16%
BC
2236
Barnett & Company
Tennessee
$309K +$232K +2,843 +357%
CFN
2237
Cordasco Financial Network
Florida
$308K -$8.34K -102 -3%
TIM
2238
Tortoise Investment Management
New York
$308K
CM
2239
Cornerstone Management
Georgia
$308K -$2.04K -25 -0.7%
MFG
2240
Merit Financial Group
Georgia
$307K +$24.9K +305 +9%
WCWM
2241
Willow Creek Wealth Management
California
$304K -$74.3K -909 -20%
AC
2242
Avenir Corporation
Virginia
$303K -$4.58K -56 -2%
HA
2243
Harfst & Associates
Wyoming
$301K
GKWIM
2244
Gerber Kawasaki Wealth & Investment Management
California
$300K -$14.3K -175 -5%
SRIM
2245
Saratoga Research & Investment Management
California
$300K +$2.45K +30 +0.9%
RIM
2246
Redwood Investment Management
Arizona
$300K +$56.7K +693 +24%
CISOA
2247
Capital Investment Services of America
Wisconsin
$298K -$736 -9 -0.3%
PAM
2248
Pope Asset Management
Tennessee
$297K +$286K +3,500 New
NCMW
2249
Northern Capital Management (Wisconsin)
Wisconsin
$296K
MC
2250
Marcus Capital
Illinois
$291K -$8.18K -100 -3%

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.