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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
BFS
326
Bradley Foster & Sargent
Connecticut
$30M -$1.83M -23,006 -6%
WSFS
327
Wilmington Savings Fund Society
Delaware
$29.9M +$141K +1,772 +0.5%
AIM
328
Achmea Investment Management
Netherlands
$29.7M -$399K -5,008 -1%
CPSAC
329
Chas P. Smith & Associates (CPS)
Florida
$29.7M +$407K +5,104 +1%
MIS
330
Morningstar Investment Services
Illinois
$29.5M +$26.6M +333,652 +1,419%
GWM
331
Geneos Wealth Management
Colorado
$29.3M -$1.53M -19,163 -5%
WB
332
Webster Bank
Connecticut
$29.1M -$44.5K -559 -0.2%
OC
333
Oppenheimer & Co
New York
$29.1M +$1.14M +14,337 +4%
FQ
334
First Quadrant
California
$29M -$15.9M -199,700 -36%
PSUF
335
People's United Financial
Connecticut
$28.9M -$1.14M -14,367 -4%
WIC
336
Willis Investment Counsel
Georgia
$28.5M -$423K -5,305 -2%
EA
337
Edge Advisors
Georgia
$28.4M +$232K +2,914 +0.9%
PP
338
Palladium Partners
Virginia
$28M +$479K +6,018 +2%
BAM
339
Berkshire Asset Management
Pennsylvania
$28M +$429K +5,383 +2%
IC
340
InterOcean Capital
Illinois
$27.7M +$2.89M +36,249 +12%
CTC
341
Central Trust Company
Missouri
$27.7M -$429K -5,383 -2%
ESBC
342
E.S. Barr & Co
Kentucky
$27.6M -$330K -4,141 -1%
JIC
343
Johnson Investment Counsel
Ohio
$27.5M -$19K -238 -0.1%
IA
344
Icon Advisers
Colorado
$27.5M +$6.4M +80,300 +32%
AAP
345
Aristotle Atlantic Partners
Florida
$27.3M -$347K -4,350 -1%
SI
346
Stephens Inc
Arkansas
$27.3M -$1.58M -19,868 -6%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$376K +4,724 +1%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$27M +$319K +4,008 +1%
PCM
349
Parsons Capital Management
Rhode Island
$27M -$171K -2,143 -0.7%
AIM
350
Artemis Investment Management
United Kingdom
$27M +$23.5M +295,071 +973%

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.