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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
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$575M -$15.5M -194,352 -3%
Asset Management One
52
Asset Management One
Japan
$568M +$9.42M +118,197 +2%
ClearBridge Investments
53
ClearBridge Investments
New York
$561M +$120K +1,509 +0%
Prudential Financial
54
Prudential Financial
New Jersey
$547M -$22.5M -282,876 -4%
US Bancorp
55
US Bancorp
Minnesota
$519M -$16M -200,728 -3%
APG Asset Management
56
APG Asset Management
Netherlands
$503M -$456M -5,717,840 -45%
CS
57
Credit Suisse
Switzerland
$487M +$21.5M +270,222 +5%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$477M -$5.4M -67,720 -1%
Barclays
59
Barclays
United Kingdom
$466M -$149M -1,868,848 -25%
Fisher Asset Management
60
Fisher Asset Management
Washington
$465M +$23.8M +298,741 +6%
AAMU
61
Amundi Asset Management US
Massachusetts
$458M +$66.6M +836,012 +18%
AL
62
AJO LP
Pennsylvania
$456M -$34.3M -430,964 -7%
Canada Life
63
Canada Life
Manitoba, Canada
$452M +$2.03M +25,484 +0.5%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$424M -$201M -2,517,716 -33%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$408M -$14.1M -177,487 -3%
CSIA
66
Charles Schwab Investment Advisory
California
$394M +$380M +4,767,475 New
Pzena Investment Management
67
Pzena Investment Management
New York
$373M +$7.06M +88,552 +2%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$368M
RL
69
Ruffer LLP
United Kingdom
$362M +$79.5M +997,855 +30%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$354M +$15.9M +199,334 +5%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$351M +$2.7M +33,919 +0.8%
RJA
72
Raymond James & Associates
Florida
$350M +$6.01M +75,379 +2%
M&T Bank
73
M&T Bank
New York
$340M -$2.74M -34,387 -0.8%
HT
74
HighTower Trust
Texas
$330M -$1.83M -23,031 -0.6%
AQR Capital Management
75
AQR Capital Management
Connecticut
$326M +$136M +1,711,972 +77%

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.