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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
ACA
2401
Atlas Capital Advisors
Wyoming
$14.8K -$96.4K -1,179 -87%
FM
2402
Forward Management
California
$14K
RWG
2403
Regal Wealth Group
California
$11K
FIA
2404
FNY Investment Advisers
New York
$10K +$9.81K +120 New
WKWM
2405
Walter & Keenan Wealth Management
Indiana
$9.65K -$654K -8,000 -7%
LGWM
2406
Litman Gregory Wealth Management
California
$9K -$32.7K -400 -80%
AWMS
2407
Advocacy Wealth Management Services
Georgia
$9K
CWM
2408
Cedar Wealth Management
California
$9K
PS
2409
Portfolio Strategies
New York
$9K
TFA
2410
Transamerica Financial Advisors
Florida
$7K +$5.72K +70 +636%
SQA
2411
Simon Quick Advisors
New Jersey
$6K -$3.68K -45 -38%
TJHA
2412
Thomas J. Herzfeld Advisors
Florida
$6K
ACM
2413
Advent Capital Management
New York
$6K +$5.4K +66 New
JAM
2414
JCIC Asset Management
Ontario, Canada
$4K
TCA
2415
Tortoise Capital Advisors
Kansas
$3K
AIIMS
2416
Analyst IMS Investment Management Services
Israel
$2.87K -$49.1K -600 -2%
C
2417
Cerebellum
California
$2K -$245 -3 -9%
IF
2418
Ironwood Financial
Arizona
$2K
FRA
2419
Front Row Advisors
California
$1.31K +$2.86K +35 +0.2%
MUAMU
2420
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.18K
CF
2421
Centaurus Financial
California
$1.13K -$2.2M -26,903 -100%
NIM
2422
NuWave Investment Management
New Jersey
$1K -$6.21K -76 -83%
DPA
2423
Delphi Private Advisors
California
$1K
SSA
2424
South Street Advisors
New York
$786
IP
2425
Investment Partners
Ohio
$394 +$58.9K +721 +6%

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.