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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
DSI
2276
Daiwa SB Investments
Japan
$264K +$253K +3,100 New
SFS
2277
Summit Financial Strategies
Ohio
$263K +$4.09K +50 +2%
HIS
2278
Horizon Investment Services
Indiana
$263K +$30.6K +374 +14%
FPB
2279
First PREMIER Bank
South Dakota
$260K -$3.27K -40 -1%
BWM
2280
Biltmore Wealth Management
Arizona
$258K
NCM
2281
Northwest Capital Management
Oregon
$258K
CCM
2282
Cox Capital Management
Massachusetts
$256K +$246K +3,008 New
SCM
2283
Sitrin Capital Management
California
$255K -$5.72K -70 -2%
AA
2284
Altman Advisors
Illinois
$255K +$245K +3,000 New
SMM
2285
Stadion Money Management
Georgia
$253K -$38.7K -473 -14%
WCM
2286
Wallace Capital Management
Texas
$252K +$4.42K +54 +2%
HCM
2287
Hutner Capital Management
Vermont
$251K -$1.23K -15 -0.5%
RFO
2288
RiverGlades Family Offices
Florida
$251K
HC
2289
Hamilton Capital
Ohio
$251K +$13.1K +160 +6%
BIA
2290
BHK Investment Advisors
Alabama
$250K
TCM
2291
Towercrest Capital Management
Pennsylvania
$250K +$241K +2,952 New
RS
2292
Robeco Schweiz
Switzerland
$249K
SCA
2293
Strategic Capital Advisers
Colorado
$249K
EWM
2294
Elite Wealth Management
Washington
$247K -$40.9K -500 -15%
BC
2295
Banced Corp
Illinois
$245K -$13.7K -168 -6%
PW
2296
Peninsula Wealth
California
$244K +$245 +3 +0.1%
SDWMA
2297
Schneider Downs Wealth Management Advisors
Pennsylvania
$244K +$235K +2,875 New
SA
2298
SRH Advisors
Kansas
$243K
GAM
2299
Gemmer Asset Management
California
$239K -$34K -416 -13%
CCM
2300
Colorado Capital Management
Colorado
$239K +$11.4K +139 +5%

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.