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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
AWM
2251
Aevitas Wealth Management
Massachusetts
$291K +$41.7K +510 +18%
CA
2252
Corrado Advisors
New Jersey
$291K +$49.2K +602 +21%
JFG
2253
JMG Financial Group
Illinois
$290K +$279K +3,415 New
RWML
2254
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$288K +$572 +7 +0.2%
Credit Agricole
2255
Credit Agricole
France
$286K -$280K -3,428 -51%
PCM
2256
Princeton Capital Management
New Jersey
$284K -$14.8K -181 -5%
TCM
2257
Tradewinds Capital Management
Washington
$284K +$57.4K +702 +27%
PCFFS
2258
Pacific Center for Financial Services
California
$282K
PCM
2259
Pointe Capital Management
Michigan
$282K
AFNAS
2260
American Financial Network Advisory Services
California
$282K +$268K +3,284 +9,952%
SCP
2261
Silverleafe Capital Partners
Tennessee
$279K -$16.4K -200 -6%
IOOF
2262
Independent Order of Foresters
Ontario, Canada
$279K +$76.9K +940 +40%
TC
2263
Trilogy Capital
California
$278K -$18.3K -224 -6%
TIM
2264
Total Investment Management
Arizona
$276K +$164 +2 +0.1%
PDM
2265
Penn Davis McFarland
Texas
$276K +$40.9K +500 +18%
CA
2266
Continuum Advisory
Idaho
$274K -$13K -159 -5%
CGT
2267
Capital Guardian Trust
California
$274K +$264K +3,223 New
VAM
2268
Verity Asset Management
North Carolina
$274K +$264K +3,225 New
AIM
2269
Advantage Investment Management
Iowa
$272K -$82.8K -1,013 -24%
CAAS
2270
Capital Asset Advisory Services
Michigan
$272K
BW
2271
Biegel & Waller
Maryland
$272K +$9.32K +114 +4%
GCP
2272
GSA Capital Partners
United Kingdom
$271K +$260K +3,186 New
UCI
2273
Uncommon Cents Investing
Wisconsin
$268K +$258K +3,154 New
AFC
2274
AFT Forsyth & Company
Florida
$266K +$10.3K +126 +4%
LWA
2275
Lowe Wealth Advisors
Maryland
$265K -$7.93K -97 -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.