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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
DP
751
Dundas Partners
United Kingdom
$7.84M -$1.81M -22,672 -19%
UR
752
USCA RIA
Texas
$7.84M -$341K -4,279 -4%
KIA
753
KCM Investment Advisors
California
$7.84M -$719K -9,022 -9%
CAM
754
Congress Asset Management
Massachusetts
$7.83M +$229K +2,869 +3%
WIM
755
Waverton Investment Management
United Kingdom
$7.83M -$1.4M -17,565 -16%
RCYC
756
Richard C. Young & Co
Rhode Island
$7.83M +$92.8K +1,165 +1%
WS
757
Wedbush Securities
California
$7.82M +$854K +10,722 +13%
PTC
758
Private Trust Company
Ohio
$7.8M +$79.5K +998 +1%
MCTIC
759
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.76M -$102K -1,283 -1%
Mirae Asset Global Investments
760
Mirae Asset Global Investments
South Korea
$7.75M +$6.13K +77 +0.1%
GIM
761
Grassi Investment Management
California
$7.74M +$47.8K +600 +0.6%
HVIA
762
Hudson Valley Investment Advisors
New York
$7.73M -$5.18K -65 -0.1%
KFS
763
Kurt F. Somerville
$7.69M -$176K -2,215 -2%
BFA
764
Bragg Financial Advisors
North Carolina
$7.69M -$2.63K -33 -0%
BII
765
Bainco International Investors
Massachusetts
$7.69M -$26.3K -330 -0.4%
BPB
766
Badgley, Phelps & Bell
Washington
$7.68M -$200K -2,516 -3%
BAS
767
Brown Advisory Securities
Maryland
$7.66M -$364K -4,569 -5%
BCB
768
Brian C. Broderick
$7.64M +$18.7K +235 +0.3%
RC
769
Reik & Co
New York
$7.62M
AT
770
Arden Trust
Delaware
$7.5M -$329K -4,131 -4%
AI
771
Ariel Investments
Illinois
$7.47M -$4.54K -57 -0.1%
ZCA
772
Zeke Capital Advisors
Pennsylvania
$7.46M -$1.91M -23,937 -21%
GC
773
Grimes & Company
Massachusetts
$7.44M -$161K -2,026 -2%
FBT
774
First Bankers Trust
Kentucky
$7.42M +$97K +1,218 +1%
CA
775
Cornerstone Advisors
North Carolina
$7.42M -$797K -10,000 -10%

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.