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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
TCIM
26
TIAA CREF Investment Management
New York
$1.17B +$56.2M +704,758 +5%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$1.14B +$83.3M +1,045,871 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$1.07B -$9.09M -114,041 -0.9%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.01B +$137M +1,723,915 +16%
UBS Group
30
UBS Group
Switzerland
$998M +$127M +1,595,741 +15%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$941M -$9.54M -119,700 -1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$905M -$27M -338,741 -3%
PPA
33
Parametric Portfolio Associates
Washington
$894M +$92.3M +1,158,109 +12%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$854M -$45.4M -569,630 -5%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$821M -$16.8M -211,201 -2%
LSV Asset Management
36
LSV Asset Management
Illinois
$819M +$38.1M +477,971 +5%
Federated Hermes
37
Federated Hermes
Pennsylvania
$804M -$8.48M -106,456 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$791M -$32.8M -411,900 -4%
EVM
39
Eaton Vance Management
Massachusetts
$773M -$687M -8,623,329 -48%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$769M -$74.5M -935,244 -9%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$742M +$217K +2,726 +0%
Ameriprise
42
Ameriprise
Minnesota
$703M +$15.8M +197,844 +2%
Principal Financial Group
43
Principal Financial Group
Iowa
$660M -$35.1M -440,499 -5%
Invesco
44
Invesco
Georgia
$660M +$63.3M +795,058 +11%
TA
45
Teachers Advisors
New York
$651M -$16.7M -209,271 -3%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$651M +$371M +4,654,288 +145%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$643M -$6.05M -75,896 -1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$641M -$1.23M -15,458 -0.2%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$604M -$26.4M -330,764 -4%
AIG
50
American International Group
New York
$600M -$18.9M -236,594 -3%

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.