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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
HCA
2301
Horan Capital Advisors
Ohio
$238K -$5.15K -63 -2%
CCM
2302
Carderock Capital Management
Maryland
$238K
LIA
2303
LSP Investment Advisors
New York
$238K
VFPI
2304
Vantage Financial Partners (Illinois)
Illinois
$237K -$40.9K -500 -15%
KFA
2305
Kays Financial Advisory
Georgia
$236K -$8.18K -100 -3%
TFCP
2306
Twin Focus Capital Partners
Massachusetts
$236K +$20.4K +250 +10%
VCM
2307
Vivaldi Capital Management
Illinois
$236K +$24.3K +297 +12%
PTC
2308
Petrus Trust Company
Texas
$235K
LCM
2309
Liberty Capital Management
Michigan
$230K
NEGWA
2310
New England Guild Wealth Advisors
Connecticut
$229K -$32.6K -399 -13%
PMG
2311
Private Management Group
California
$228K +$220K +2,686 New
GCA
2312
Greenwood Capital Associates
South Carolina
$227K -$4.03M -49,343 -95%
VIM
2313
Vista Investment Management
Pennsylvania
$227K +$218K +2,669 New
SCM
2314
Stonehearth Capital Management
Massachusetts
$225K
VIM
2315
Veritas Investment Management
United Kingdom
$224K
AA
2316
AlphaMark Advisors
Kentucky
$223K -$7.68K -94 -3%
RBC
2317
Roble Belko & Company
Pennsylvania
$220K
NPP
2318
New Potomac Partners
Maryland
$217K -$10.6K -130 -5%
PFA
2319
Pathway Financial Advisors
Vermont
$216K -$26.5K -324 -10%
LCC
2320
Lincoln Capital Corp
Rhode Island
$215K +$82 +1 +0%
CAGAS
2321
Capital Advisory Group Advisory Services
Minnesota
$214K -$3.76K -46 -2%
HM
2322
Harvest Management
New York
$213K -$40.9K -500 -17%
AMAL
2323
Asset Management Advisors LLC
Oklahoma
$211K
GG
2324
GenWealth Group
New Jersey
$210K +$199K +2,435 New
CWM
2325
Cranbrook Wealth Management
Michigan
$209K -$55.8K -682 -22%

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.