We are live on ! Find out more
XOM icon

ExxonMobil

2,430 hedge funds and large institutions have $169B invested in ExxonMobil in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 929 increasing their positions, 1,181 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 83

7% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.58B

0.14% less ownership

Funds ownership: 53.54%53.4% (-0.14%)

1% less funds holding

Funds holding: 2,4442,430 (-14)

11% less capital invested

Capital invested by funds: $189B → $169B (-$20.9B)

21% less funds holding in top 10

Funds holding in top 10: 414328 (-86)

21% less repeat investments, than reductions

Existing positions increased: 929 | Existing positions reduced: 1,181

Holders
2,430
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
55.68%
Holding in Top 10
328
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-20.77%
% of All Funds
7.52%
New
108
Increased
929
Reduced
1,181
Closed
83
Calls
$1.68B
Puts
$1.58B
Net Calls
+$102M
Net Calls Change
+$1.6B
Name Holding Trade Value Shares
Change
Change in
Stake
CG
626
Colony Group
Massachusetts
$9.4M +$5.99M +74,933 +147%
SNT
627
Security National Trust
West Virginia
$9.36M -$174K -2,173 -2%
NPF
628
Norris Perne & French
Michigan
$9.36M +$280K +3,505 +3%
CTA
629
Colonial Trust Advisors
South Carolina
$9.24M -$3.33M -41,622 -25%
BA
630
Bridgewater Associates
Connecticut
$9.22M +$6.69M +83,694 +210%
OMCS
631
Old Mutual Customised Solutions
South Africa
$9.19M +$1.19M +14,900 +14%
CIA
632
Choate Investment Advisors
Massachusetts
$9.12M -$723K -9,042 -7%
Citadel Advisors
633
Citadel Advisors
Florida
$9.09M -$73.9M -924,468 -88%
ARMC
634
American Research & Management Company
Massachusetts
$9.04M +$216K +2,703 +2%
NC
635
Northpointe Capital
Michigan
$9.03M -$246K -3,074 -2%
CHJWM
636
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.01M -$59.2K -740 -0.6%
6M
637
6 Meridian
Kansas
$9M +$538K +6,736 +6%
WKWM
638
Walter & Keenan Wealth Management
Indiana
$8.99M +$240K +3,000 +3%
CIA
639
Capital Investment Advisors
Georgia
$8.99M +$715K +8,945 +8%
BFG
640
Beacon Financial Group
Texas
$8.99M -$7.15M -89,399 -43%
SGAM
641
Smith Group Asset Management
Texas
$8.98M +$77.9K +974 +0.8%
CB
642
Community Bank
New York
$8.97M -$1.87M -23,343 -16%
CCFCSB
643
Cape Cod Five Cents Savings Bank
Massachusetts
$8.92M -$895K -11,191 -9%
BOH
644
Bank of Hawaii
Hawaii
$8.92M -$98.2K -1,229 -1%
OI
645
Oakbrook Investments
Illinois
$8.92M -$2.73M -34,200 -22%
JMFC
646
J.M. Forbes & Co
Massachusetts
$8.91M -$20.8K -260 -0.2%
TH
647
Timber Hill
Connecticut
$8.9M +$81.2K +1,016 +0.9%
ANBT
648
American National Bank & Trust
Texas
$8.83M -$242K -3,029 -2%
CLOS
649
Compagnie Lombard Odier SCmA
Switzerland
$8.8M -$11.5M -144,456 -55%
FBP
650
Flippin Bruce & Porter
Virginia
$8.79M +$3.95M +49,378 +72%

XOM Hedge Fund Activity: Q1 2018 in Review

2,430 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2018, worth a combined $169B — down 11% from $189B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new XOM positions and 83 closed out — a net gain of 25 holders — while 929 added to existing stakes and 1,181 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $987M. The largest seller was Wellington Management Group, cutting an estimated $1.02B.

  • 2,430 institutional investors held ExxonMobil (XOM) as of Q1 2018, down from 2,444 in Q4 2017.
  • Funds reported $169B of ExxonMobil stock for Q1 2018, down 11% quarter-over-quarter.
  • 108 funds opened new ExxonMobil positions in Q1 2018 and 83 closed out, a net change of +25 holders.
  • The largest ExxonMobil buyer in Q1 2018 was Fidelity Investments, an estimated $987M added.
  • The largest ExxonMobil seller in Q1 2018 was Wellington Management Group, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2018.