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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
CIM
501
Confluence Investment Management
Missouri
$14.9M +$676K +8,490 +5%
KRS
502
Kentucky Retirement Systems
Kentucky
$14.9M -$3.3M -41,378 -19%
FFIC
503
First Fiduciary Investment Counsel
Ohio
$14.8M -$536K -6,723 -4%
AIM
504
Avity Investment Management
Connecticut
$14.5M -$743K -9,329 -5%
CC
505
ClearArc Capital
Ohio
$14.5M +$4.88M +61,310 +54%
PHAM
506
Pacific Heights Asset Management
California
$14.5M -$1.99M -25,000 -13%
SEC
507
Seven Eight Capital
New York
$14.5M +$13.9M +174,900 New
Natixis Advisors
508
Natixis Advisors
Massachusetts
$14.5M +$2.05M +25,730 +17%
LDB
509
Lee, Danner & Bass
Tennessee
$14.5M -$321K -4,034 -2%
CIC
510
Carnegie Investment Counsel
Ohio
$14.4M +$635K +7,969 +5%
CIA
511
Capital Investment Advisors
Georgia
$14.3M +$4.19M +52,587 +44%
BBA
512
BLB&B Advisors
Pennsylvania
$14.3M -$95.6K -1,200 -0.7%
SB
513
Simmons Bank
Arkansas
$14.3M +$205K +2,573 +2%
CCT
514
Country Club Trust
Missouri
$14.2M -$348K -4,370 -2%
BCM
515
Bridgeway Capital Management
Texas
$14.2M -$1.27M -15,965 -8%
HIC
516
Harvey Investment Company
Kentucky
$14.2M -$90K -1,129 -0.7%
MML Investors Services
517
MML Investors Services
Massachusetts
$14.2M +$375K +4,709 +3%
AA
518
Apriem Advisors
California
$14.2M -$34.3K -430 -0.3%
WHG
519
Westwood Holdings Group
Texas
$14M -$87.3K -1,096 -0.6%
LMGAM
520
Liberty Mutual Group Asset Management
Massachusetts
$14M +$28.1K +353 +0.2%
RT
521
Rockland Trust
Massachusetts
$14M -$169K -2,119 -1%
PWM
522
Patriot Wealth Management
Texas
$13.9M +$327K +4,102 +3%
RWA
523
Ropes Wealth Advisors
Massachusetts
$13.9M -$76.8K -964 -0.6%
SHCM
524
Stokes & Hubbell Capital Management
Louisiana
$13.8M -$192K -2,410 -1%
CDH
525
Charles D. Hyman
$13.7M +$278K +3,495 +2%

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.