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ExxonMobil

2,434 hedge funds and large institutions have $188B invested in ExxonMobil in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 967 increasing their positions, 1,123 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

30% more funds holding in top 10

Funds holding in top 10: 328428 (+100)

14% more call options, than puts

Call options by funds: $2.13B | Put options by funds: $1.87B

11% more capital invested

Capital invested by funds: $169B → $188B (+$19.3B)

0.4% more ownership

Funds ownership: 53.4%53.81% (+0.4%)

0% more funds holding

Funds holding: 2,4302,434 (+4)

14% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 1,123

Holders
2,434
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
55.71%
Holding in Top 10
428
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+30.49%
% of All Funds
9.8%
New
99
Increased
967
Reduced
1,123
Closed
71
Calls
$2.13B
Puts
$1.87B
Net Calls
+$264M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Advisors Asset Management
Colorado
$34.1M -$2.11M -26,493 -6%
WPC
302
Waters Parkerson & Co
Louisiana
$34M -$1.42M -17,832 -4%
N
303
Nuveen
North Carolina
$33.8M +$1.32M +16,582 +4%
JGUA
304
John G. Ullman & Associates
New York
$33.6M -$115K -1,447 -0.4%
TA
305
Tiedemann Advisors
New York
$33.5M -$2.34M -29,389 -7%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$33.4M -$1.11M -13,992 -3%
V
307
Veritable
Delaware
$33.2M -$594K -7,454 -2%
UB
308
UMB Bank
Missouri
$32.6M -$376K -4,718 -1%
DILIC
309
Dai-ichi Life Insurance Company
Japan
$32.4M -$4.02M -50,450 -11%
NMERB
310
New Mexico Educational Retirement Board
New Mexico
$32.3M -$1.04M -13,100 -3%
BC
311
Bartlett & Co
Ohio
$32.3M -$8.83M -110,880 -22%
BCWM
312
Bartlett & Co Wealth Management
Ohio
$32.3M -$8.83M -110,880 -22%
ST
313
Sabal Trust
Florida
$32.3M +$535K +6,710 +2%
WBC
314
Westpac Banking Corp
Australia
$31.9M +$914K +11,474 +3%
PCA
315
Personal Capital Advisors
California
$31.6M +$2.21M +27,733 +8%
GHCM
316
Glen Harbor Capital Management
California
$31.6M +$886K +11,118 +3%
Macquarie Group
317
Macquarie Group
Australia
$31.2M -$927K -11,633 -3%
CA
318
Cullinan Associates
Kentucky
$30.9M -$600K -7,533 -2%
SF
319
Synovus Financial
Georgia
$30.7M -$70.3K -882 -0.2%
MIH
320
Madison Investment Holdings
Wisconsin
$30.7M -$446K -5,595 -1%
QIM
321
Quantitative Investment Management
Virginia
$30.5M -$23.1M -289,400 -44%
CTB
322
Country Trust Bank
Illinois
$30.5M +$3.11M +39,009 +12%
WT
323
Washington Trust
Rhode Island
$30.2M +$2.61M +32,790 +10%
CC
324
Cannell & Co
New York
$30.2M +$97.6K +1,225 +0.3%
SCM
325
Sterling Capital Management
North Carolina
$30.1M -$394K -4,946 -1%

XOM Hedge Fund Activity: Q2 2018 in Review

2,434 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2018, worth a combined $188B — up 11% from $169B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XOM positions and 71 closed out — a net gain of 28 holders — while 967 added to existing stakes and 1,123 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.07B. The largest seller was Eaton Vance Management, cutting an estimated $687M.

  • 2,434 institutional investors held ExxonMobil (XOM) as of Q2 2018, up from 2,430 in Q1 2018.
  • Funds reported $188B of ExxonMobil stock for Q2 2018, up 11% quarter-over-quarter.
  • 99 funds opened new ExxonMobil positions in Q2 2018 and 71 closed out, a net change of +28 holders.
  • The largest ExxonMobil buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.07B added.
  • The largest ExxonMobil seller in Q2 2018 was Eaton Vance Management, an estimated $687M sold.

Based on aggregated 13F filings for Q2 2018.