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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
KC
2351
KHP Capital
Oklahoma
$127K
HCM
2352
Horrell Capital Management
Arkansas
$124K
ME
2353
McIlrath & Eck
Washington
$119K +$1.39K +17 +1%
HH
2354
HWG Holdings
Texas
$118K -$24.6K -301 -18%
HWM
2355
Holloway Wealth Management
Florida
$118K
CIA
2356
CSat Investment Advisory
Michigan
$118K +$7.52K +92 +7%
MIM
2357
Macroview Investment Management
Maryland
$116K
FGAM
2358
Financial Gravity Asset Management
Texas
$114K -$64.8K -793 -35%
WAS
2359
WESPAC Advisors SoCal
California
$110K +$106K +1,296 New
SCA
2360
Stuart Chaussee & Associates
California
$108K -$313K -3,826 -75%
RCWMU
2361
Rothschild & Co Wealth Management (UK)
United Kingdom
$108K
LWM
2362
Lenox Wealth Management
Ohio
$107K -$56.8K -695 -36%
KL
2363
KWMG LLC
Kansas
$105K +$409 +5 +0.4%
RCG
2364
Ruggie Capital Group
Florida
$104K -$121K -1,476 -55%
JIR
2365
James Investment Research
Ohio
$102K
LWS
2366
Lucia Wealth Services
California
$101K +$3.68K +45 +4%
BIMC
2367
Benson Investment Management Company
Virginia
$99K
SMG
2368
Spectrum Management Group
Indiana
$97K -$18.2K -223 -16%
ABA
2369
American Beacon Advisors
Texas
$93K -$142K -1,740 -61%
GWA
2370
Guidant Wealth Advisors
Illinois
$88K +$23.5K +288 +39%
AC
2371
Avestar Capital
New York
$83K -$2.21K -27 -3%
RAM
2372
Riggs Asset Management
Pennsylvania
$73K
BL
2373
Balentine LLC
Georgia
$71K +$28.7K +351 +73%
LIM
2374
Lagoda Investment Management
New York
$61K
APSP
2375
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K -$1.88K -23 -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.