We are live on ! Find out more
XOM icon

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
LC
401
Lourd Capital
California
$20.8M +$34.3K +431 +0.2%
DP
402
Dearborn Partners
Illinois
$20.7M +$3.53M +44,317 +22%
LSERS
403
Louisiana State Employees Retirement System
Louisiana
$20.6M -$757K -9,500 -4%
FCI
404
Financial Counselors Inc
Kansas
$20.6M +$1.09M +13,742 +6%
Mackenzie Financial
405
Mackenzie Financial
Ontario, Canada
$20.6M -$3.65M -45,853 -16%
BS
406
Banco Santander
Spain
$20.6M -$9.38M -117,706 -32%
PFM
407
Parsec Financial Management
North Carolina
$20.6M +$1.19M +14,996 +6%
SCI
408
S&CO Inc
Massachusetts
$20.5M -$227K -2,846 -1%
BC
409
Burney Company
Virginia
$20.5M +$957K +12,016 +5%
MME
410
Meag Munich Ergo
Germany
$20.5M -$13.8M -173,117 -41%
CONA
411
Capital One National Association
New York
$20.5M -$970K -12,175 -5%
EP
412
Elkfork Partners
Oregon
$20.5M +$573K +7,194 +3%
BHWM
413
Bar Harbor Wealth Management
New Hampshire
$20.5M -$939K -11,791 -5%
FMW
414
Farr Miller & Washington
District of Columbia
$20.3M -$184K -2,310 -0.9%
ATC
415
Argent Trust Co
Tennessee
$20.3M +$15.8M +198,229 +423%
BMO
416
Beck Mack & Oliver
New York
$20.3M -$1.2M -15,123 -6%
DIA
417
Dana Investment Advisors
Wisconsin
$20.2M -$5.06M -63,568 -21%
MAP
418
Managed Asset Portfolios
Michigan
$20M +$18.3M +229,087 +1,788%
EB
419
Eastern Bank
Massachusetts
$20M -$1.09M -13,645 -5%
SBIA
420
Sheaff Brock Investment Advisors
Indiana
$20M -$1.44M -18,056 -7%
MIFH
421
Migdal Insurance & Financial Holdings
Israel
$19.9M -$11.1M -139,665 -37%
Pacer Advisors
422
Pacer Advisors
Pennsylvania
$19.9M +$3M +37,682 +19%
RM
423
Resource Management
Louisiana
$19.9M +$1.2M +15,004 +7%
PAG
424
Private Advisor Group
New Jersey
$19.9M +$8.42M +105,696 +77%
QI
425
QV Investors
Alberta, Canada
$19.8M +$1.42M +17,810 +8%

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.