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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
VDI
351
Vaughan David Investments
Illinois
$26.8M +$290K +3,642 +1%
KB
352
Kimelman & Baird
New York
$26.7M +$25.7M +322,340 New
WHRC
353
W.H. Reaves & Co
New Jersey
$26.6M
FIM
354
Frontier Investment Management
Texas
$26.2M -$3.44M -43,119 -12%
DCM
355
Donaldson Capital Management
Indiana
$26.1M +$3.99M +50,057 +19%
MCIM
356
Meadow Creek Investment Management
Georgia
$26M +$730K +9,156 +3%
CBN
357
Cadence Bank NA
Texas
$26M -$47.9K -601 -0.2%
WG
358
Welch Group
Alabama
$26M +$912K +11,452 +4%
Nomura Holdings
359
Nomura Holdings
Japan
$26M -$46.6M -584,377 -65%
DWM
360
Destination Wealth Management
California
$25.9M -$153K -1,924 -0.6%
ISL
361
Ingalls & Snyder LLC
New York
$25.8M -$327K -4,099 -1%
PIA
362
Piedmont Investment Advisors
North Carolina
$25.8M -$35M -439,144 -59%
DWM
363
Doyle Wealth Management
Florida
$25.7M +$5.67M +71,182 +30%
TCM
364
Twin Capital Management
Pennsylvania
$25.6M -$75.7K -950 -0.3%
WRBC
365
W.R. Berkley Corp
Connecticut
$25.5M +$24.6M +308,650 New
ADEF
366
Adams Diversified Equity Fund
Maryland
$25.5M
WAM
367
World Asset Management
Michigan
$25M +$766K +9,612 +3%
ABC
368
Associated Banc-Corp
Wisconsin
$24.8M -$636K -7,987 -3%
RG
369
Rathbones Group
United Kingdom
$24.8M -$588K -7,376 -2%
ONB
370
Old National Bancorp
Indiana
$24.4M -$739K -9,274 -3%
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$24.2M -$203M -2,552,910 -90%
BWL
372
Bogart Wealth LLC
Virginia
$24.2M +$3.59M +45,028 +18%
LBC
373
Lowe Brockenbrough & Co
Virginia
$24.1M +$156K +1,960 +0.7%
WJA
374
Williams Jones & Associates
New York
$24M -$601K -7,544 -3%
Mariner
375
Mariner
Kansas
$23.7M +$1.45M +18,228 +7%

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.