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
MIM
576
Martin Investment Management
Florida
$11.9M +$940K +11,801 +9%
MYAM
577
Meiji Yasuda Asset Management
Japan
$11.9M +$569K +7,140 +5%
ECM
578
Estabrook Capital Management
New York
$11.9M -$205K -2,569 -2%
FNT
579
First National Trust
Pennsylvania
$11.8M -$99.5K -1,249 -0.9%
AHC
580
Adell Harriman & Carpenter
Texas
$11.8M -$501K -6,291 -4%
SPC
581
Stewart & Patten Company
California
$11.8M -$803K -10,073 -7%
WP
582
WMS Partners
Maryland
$11.8M +$19.9K +250 +0.2%
MBTD
583
Mechanics Bank - Trust Department
California
$11.8M +$39.9K +501 +0.4%
TH
584
TCTC Holdings
Texas
$11.8M -$238K -2,989 -2%
EGA
585
Eagle Global Advisors
Texas
$11.8M -$30.9K -388 -0.3%
GIM
586
Goelzer Investment Management
Indiana
$11.8M -$5.26K -66 -0%
VCAM
587
Van Cleef Asset Management
Ohio
$11.7M -$24.4K -306 -0.2%
FCBT
588
First Citizens Bank & Trust
North Carolina
$11.7M +$621K +7,795 +6%
BIM
589
Bridges Investment Management
Nebraska
$11.7M -$125K -1,575 -1%
CIP
590
Chartwell Investment Partners
Pennsylvania
$11.7M -$2.46M -30,819 -18%
IA
591
IFP Advisors
Florida
$11.7M +$975K +12,241 +9%
GI
592
Gradient Investments
Minnesota
$11.7M +$495K +6,212 +5%
CWM
593
Calamos Wealth Management
Illinois
$11.6M +$36.3K +456 +0.3%
WDA
594
Wendell David Associates
New Hampshire
$11.6M +$599K +7,524 +6%
LCM
595
LVM Capital Management
Michigan
$11.5M +$511K +6,417 +5%
EFS
596
Essex Financial Services
Connecticut
$11.5M -$136K -1,713 -1%
SPIA
597
Steward Partners Investment Advisory
New York
$11.4M +$3.17M +39,786 +40%
CA
598
Callahan Advisors
Texas
$11.4M +$45K +565 +0.4%
BA
599
Boston Advisors
Massachusetts
$11.3M -$104K -1,302 -0.9%
NIA
600
Northstar Investment Advisors
Colorado
$11.3M +$48K +603 +0.4%

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.