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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
TF
801
Tompkins Financial
New York
$7.01M +$110K +1,378 +2%
SMI
802
Shelter Mutual Insurance
Missouri
$6.99M -$749K -9,400 -10%
JC
803
Jacobs & Co
California
$6.99M -$369K -4,628 -5%
EVM
804
Evelyn V. Moreno
$6.99M +$87.6K +1,100 +1%
HCM
805
Hutchinson Capital Management
California
$6.92M -$95.7K -1,201 -1%
HL
806
HeadInvest LLC
Maine
$6.89M -$13.4K -168 -0.2%
IAA
807
Independent Advisor Alliance
North Carolina
$6.88M +$1.85M +23,227 +37%
SC
808
Saybrook Capital
North Carolina
$6.87M -$2.23M -27,951 -25%
MJRIC
809
Mogy Joel R Investment Counsel
California
$6.87M -$319K -4,007 -5%
NC
810
Northpointe Capital
Michigan
$6.86M -$3.03M -38,085 -31%
IP
811
Isthmus Partners
Wisconsin
$6.84M +$72.3K +908 +1%
SWM
812
SVA Wealth Management
Wisconsin
$6.81M -$1.43M -18,010 -18%
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.8M +$37.6K +472 +0.6%
AAM
814
Aureus Asset Management
Massachusetts
$6.78M -$96.8K -1,215 -1%
AWM
815
Altavista Wealth Management
North Carolina
$6.77M +$24.4K +306 +0.4%
KFP
816
Keystone Financial Planning
Ohio
$6.72M +$54.2K +680 +0.8%
SOAMC
817
Spirit of America Management Corp
New York
$6.72M -$1.63M -20,500 -20%
RP
818
Rowlandmiller & Partners
Georgia
$6.71M +$112K +1,402 +2%
CBA
819
Coastal Bridge Advisors
Connecticut
$6.68M +$181K +2,268 +3%
NCM
820
Narwhal Capital Management
Georgia
$6.67M +$34.3K +430 +0.5%
Fidelity International
821
Fidelity International
Bermuda
$6.64M -$1.24M -15,616 -16%
TWA
822
TCI Wealth Advisors
Arizona
$6.64M -$84.5K -1,061 -1%
SCA
823
Stonebridge Capital Advisors
Minnesota
$6.63M +$318K +3,994 +5%
SI
824
Sprott Inc
Ontario, Canada
$6.62M -$558K -7,000 -8%
FNBTCON
825
First National Bank & Trust Co of Newtown
Pennsylvania
$6.61M -$25.1K -315 -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.