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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
DCM
2326
Driehaus Capital Management
Illinois
$207K -$104K -1,276 -34%
MCIA
2327
Mountain Capital Investment Advisors
Colorado
$206K -$7.44K -91 -4%
LSC
2328
Lesa Sroufe & Co
Washington
$206K
MFS
2329
Madrona Financial Services
Washington
$204K -$25.2K -308 -11%
FPGK
2330
Financial Partners Group (Kansas)
Kansas
$202K -$26.9K -329 -12%
WA
2331
WP Advisors
California
$202K -$9.4K -115 -5%
CH
2332
Canton Hathaway
Rhode Island
$202K +$194K +2,375 New
BAMG
2333
Brand Asset Management Group
Missouri
$200K -$18.2K -223 -9%
MS
2334
Marshall & Sullivan
Washington
$200K -$2.04K -25 -1%
SCA
2335
SMH Capital Advisors
Texas
$200K +$192K +2,353 New
HIIFS
2336
Harel Insurance Investments & Financial Services
Israel
$198K -$245K -3,000 -56%
CAM
2337
ClariVest Asset Management
California
$192K
FEG
2338
Financial Enhancement Group
Indiana
$190K
DRS
2339
Deane Retirement Strategies
Louisiana
$180K -$38.1K -466 -18%
SPL
2340
Smart Portfolios LLC
Washington
$172K
WA
2341
Winfield Associates
Ohio
$165K
TA
2342
Townsend & Associates
Colorado
$165K +$1.47K +18 +0.9%
TWMP
2343
Taylor Wealth Management Partners
Massachusetts
$163K
MUS
2344
Mitsubishi UFJ Securities
Japan
$162K
MCM
2345
Mainstay Capital Management
Michigan
$160K
MWM
2346
MinichMacGregor Wealth Management
New York
$157K -$10.3K -126 -6%
CFA
2347
Camarda Financial Advisors
Florida
$156K +$95.4K +1,167 +175%
CC
2348
Centiva Capital
New York
$149K -$54.4K -665 -27%
ML
2349
McAdam LLC
Pennsylvania
$146K +$1.47K +18 +1%
WAM
2350
Watermark Asset Management
California
$132K -$1.72K -21 -1%

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.