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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
CIC
701
Canal Insurance Company
South Carolina
$8.69M
EWM
702
Endurance Wealth Management
Rhode Island
$8.67M -$552K -6,934 -6%
HC
703
Hourglass Capital
Texas
$8.65M -$603K -7,570 -7%
HK
704
Horizon Kinetics
New York
$8.65M -$415K -5,210 -5%
GG
705
Greenwood Gearhart
Arkansas
$8.63M +$220K +2,765 +3%
SIC
706
Schwartz Investment Counsel
Michigan
$8.62M -$11.5M -144,300 -58%
1IA
707
1834 Investment Advisors
Wisconsin
$8.61M +$112K +1,410 +1%
SSWM
708
Smith Salley Wealth Management
North Carolina
$8.56M +$1.62M +20,290 +24%
SBSB
709
Sullivan, Bruyette, Speros & Blaney
Virginia
$8.56M -$188K -2,361 -2%
TAM
710
Tiverton Asset Management
Delaware
$8.53M +$3.12M +39,194 +61%
MBI
711
Montrusco Bolton Investments
Quebec, Canada
$8.52M -$3.81M -47,820 -32%
WF
712
WealthTrust Fairport
Ohio
$8.5M +$160K +2,012 +2%
VCA
713
Verdence Capital Advisors
Maryland
$8.49M -$279K -3,506 -3%
WSTAM
714
Wilbanks Smith & Thomas Asset Management
Virginia
$8.44M -$65.6K -823 -0.8%
BUB
715
BBVA USA Bancshares
Texas
$8.43M +$365K +4,575 +5%
BWP
716
Baldwin Wealth Partners
Massachusetts
$8.42M -$40.8K -512 -0.5%
1SB
717
1ST Source Bank
Indiana
$8.35M -$237K -2,974 -3%
Ninety One (UK)
718
Ninety One (UK)
United Kingdom
$8.32M +$7.96M +99,933 +16,144%
LCM
719
Logan Capital Management
Pennsylvania
$8.26M +$319 +4 +0%
NSIM
720
North Star Investment Management
Illinois
$8.23M +$400K +5,025 +5%
NSAM
721
North Star Asset Management
Wisconsin
$8.23M -$172K -2,161 -2%
GC
722
Gratus Capital
Georgia
$8.2M -$302K -3,791 -4%
SIG
723
Sky Investment Group
Connecticut
$8.19M +$116K +1,451 +1%
BCM
724
Buckhead Capital Management
Georgia
$8.19M +$636K +7,987 +9%
FNB
725
Farmers National Bank
Kentucky
$8.13M -$72.3K -907 -0.9%

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.