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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
KCM
551
Kanawha Capital Management
Virginia
$12.9M -$118K -1,486 -0.9%
MHIC
552
Marble Harbor Investment Counsel
Massachusetts
$12.9M +$146K +1,832 +1%
BP
553
BBR Partners
New York
$12.9M +$3.82M +47,985 +45%
CCMD
554
Cypress Capital Management (Delaware)
Delaware
$12.8M +$1.41M +17,752 +13%
GRQ
555
Gardner Russo & Quinn
Pennsylvania
$12.8M -$178K -2,229 -1%
Connor, Clark & Lunn Investment Management (CC&L)
556
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.8M -$68.3M -856,775 -85%
MERSOM
557
Municipal Employees' Retirement System of Michigan
Michigan
$12.7M +$504K +6,330 +4%
TSS
558
Two Sigma Securities
New York
$12.7M -$3.78M -47,498 -24%
BT
559
Brandywine Trust
Delaware
$12.6M -$735K -9,231 -6%
BFO
560
Boston Family Office
Massachusetts
$12.6M -$1.85M -23,190 -13%
CAPTRUST Financial Advisors
561
CAPTRUST Financial Advisors
North Carolina
$12.6M +$409K +5,136 +3%
APFBOT
562
Amica Pension Fund Board of Trustees
Rhode Island
$12.5M
ST
563
Smithfield Trust
Pennsylvania
$12.5M +$540K +6,779 +5%
MC
564
Middleton & Co
Massachusetts
$12.4M -$253K -3,174 -2%
RC
565
RBO & Co
California
$12.3M -$374K -4,690 -3%
BAC
566
Boys Arnold & Co
North Carolina
$12.3M -$200K -2,507 -2%
SYBT
567
Stock Yards Bank & Trust
Kentucky
$12.2M -$487K -6,118 -4%
CB
568
Chemical Bank
Michigan
$12.1M -$385K -4,828 -3%
AIP
569
Ameritas Investment Partners
Nebraska
$12.1M -$233K -2,928 -2%
IIM
570
Ipswich Investment Management
Massachusetts
$12M +$2.58M +32,386 +29%
BPC
571
Banque Pictet & Cie
Switzerland
$12M +$235K +2,950 +2%
HAG
572
HighPoint Advisor Group
Illinois
$12M -$4.54K -57 -0%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$12M +$20.9K +262 +0.2%
PFPT
574
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.9M +$713K +8,945 +7%
SLI
575
Sumitomo Life Insurance
Japan
$11.9M +$2.46M +30,913 +27%

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.