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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
Walleye Trading
426
Walleye Trading
New York
$19.8M +$3.46M +43,382 +22%
Public Sector Pension Investment Board (PSP Investments)
427
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.7M +$104K +1,300 +0.5%
PR
428
Payden & Rygel
California
$19.7M +$494K +6,200 +3%
EHC
429
Everett Harris & Co
California
$19.6M +$1.45M +18,155 +8%
CWM
430
Cornerstone Wealth Management
Missouri
$19.6M +$127M +1,587,718 +8,906%
ACI
431
Alpha Cubed Investments
California
$19.5M +$2.88M +36,176 +18%
TIM
432
Thompson Investment Management
Wisconsin
$19.4M +$136K +1,708 +0.7%
FNBT
433
FineMark National Bank & Trust
Florida
$19.4M +$938K +11,768 +5%
GD
434
Grandfield & Dodd
New York
$18.8M -$15.1K -190 -0.1%
TBA
435
Tower Bridge Advisors
Pennsylvania
$18.8M -$290K -3,643 -2%
PP
436
Paloma Partners
Connecticut
$18.6M +$16M +200,302 +809%
AIS
437
American Investment Services
Massachusetts
$18.6M +$3.87M +48,575 +28%
PA
438
Pinnacle Associates
New York
$18.5M +$58.9K +739 +0.3%
LIC
439
Lodestar Investment Counsel
Illinois
$18.5M +$18K +226 +0.1%
RMA
440
Roffman Miller Associates
Pennsylvania
$18.5M +$181K +2,278 +1%
WCM
441
Wedge Capital Management
North Carolina
$18.4M +$1.77M +22,253 +11%
PL
442
Parthenon LLC
Kentucky
$18.4M +$264K +3,312 +2%
TCOV
443
Trust Company of Vermont
Vermont
$18.3M +$38.2K +480 +0.2%
SWP
444
Stratos Wealth Partners
Ohio
$18.3M -$605K -7,597 -3%
ERIM
445
Eagle Ridge Investment Management
Connecticut
$18.2M +$5.32M +66,757 +43%
SCM
446
Shelton Capital Management
Colorado
$18M +$211K +2,654 +1%
NIM
447
Northeast Investment Management
Massachusetts
$18M -$361K -4,536 -2%
Daiwa Securities Group
448
Daiwa Securities Group
Japan
$17.8M +$637K +8,001 +4%
LIA
449
LS Investment Advisors
Michigan
$17.8M -$399K -5,008 -2%
PI
450
PineBridge Investments
New York
$17.7M -$13.5M -168,918 -44%

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.