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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
HS
2376
Horan Securities
United States
$57K -$6.05K -74 -10%
PVH
2377
Psagot Value Holdings
Israel
$56K
AP
2378
Arlington Partners
Alabama
$54K -$27.2K -333 -34%
CIR
2379
Clear Investment Research
Georgia
$54K -$1.88K -23 -4%
CIM
2380
Contravisory Investment Management
Massachusetts
$53K -$105K -1,287 -67%
MGI
2381
MayTech Global Investments
New York
$53K -$35.6K -436 -41%
ACM
2382
Aviance Capital Management
Florida
$52K -$12.6K -154 -20%
UOTTAIMCU
2383
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50K +$47.7K +583 New
TDC
2384
Thompson Davis & Co
Virginia
$47K -$70K -856 -61%
CC
2385
Claybrook Capital
Massachusetts
$47K
JWBC
2386
John W. Bristol & Co
New York
$39K
GI
2387
GS Investments
Minnesota
$37.7K
CQS
2388
Credential Qtrade Securities
$35.1K +$33.8K +413 New
CFG
2389
CKW Financial Group
Hawaii
$34K
PCC
2390
Park Circle Company
Maryland
$34K
RCC
2391
Red Cedar Capital
Nebraska
$34K
Financial Engines Advisors
2392
Financial Engines Advisors
California
$32K +$31.1K +381 New
WG
2393
Welch Group
Alabama
$27.7K +$905K +11,064 +4%
BGC
2394
Beutel, Goodman & Co
Ontario, Canada
$25K
PRS
2395
Pinkerton Retirement Specialists
Idaho
$24K -$14.9K -182 -39%
CG
2396
Cutler Group
California
$22K -$4.89M -59,849 -100%
SWM
2397
Selective Wealth Management
Virginia
$22K +$21.3K +261 New
OAJ
2398
Ogorek Anthony Joseph
New York
$20K +$20K +245 New
SFA
2399
Spectrum Financial Alliance
Kentucky
$19K -$52.8K -646 -74%
BCMIO
2400
Beacon Capital Management Inc (Ohio)
Ohio
$17K

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.