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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
SWM
851
Stockman Wealth Management
Montana
$6.23M -$111K -1,388 -2%
LNC
852
Lincoln National Corp
Pennsylvania
$6.23M +$443K +5,565 +8%
Wealth Enhancement Advisory Services
853
Wealth Enhancement Advisory Services
Minnesota
$6.23M -$318K -3,994 -5%
PS
854
Pensionfund Sabic
Netherlands
$6.21M +$5.98M +75,000 New
GSBTD
855
Glenview State Bank Trust Department
Illinois
$6.17M -$138K -1,732 -2%
MRCM
856
M&R Capital Management
New Jersey
$6.16M -$267K -3,356 -4%
RB
857
Rodgers Brothers
Pennsylvania
$6.16M -$64.3K -807 -1%
BC
858
Brookfield Corp
Ontario, Canada
$6.16M +$5.93M +74,400 New
MNG
859
Manning & Napier Group
New York
$6.14M +$692K +8,680 +13%
JMH
860
J.M. Hartwell
New York
$6.14M
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$6.13M +$13.2K +166 +0.2%
BWM
862
Buckley Wealth Management
Nevada
$6.12M -$56.3K -706 -0.9%
FCCM
863
First City Capital Management
Georgia
$6.08M -$29.9K -375 -0.5%
SC
864
Scotia Capital
Ontario, Canada
$6.08M +$134K +1,687 +2%
BA
865
Bridgewater Associates
Connecticut
$6.07M -$4M -50,159 -41%
CHC
866
City Holding Co
West Virginia
$6.07M +$345K +4,329 +6%
III
867
Independent Investors Inc
New York
$6.07M -$55.8K -700 -0.9%
PFSC
868
Peoples Financial Services Corp
Pennsylvania
$6.05M -$61.7K -775 -1%
GBT
869
Grove Bank & Trust
Florida
$6.05M +$3.51K +44 +0.1%
WAM
870
Wealthspire Advisors (Maryland)
Maryland
$6.02M -$52.7K -662 -0.9%
BMC
871
Beaton Management Company
Massachusetts
$6M -$95.1K -1,193 -2%
LWAC
872
Laurel Wealth Advisors (California)
California
$5.98M +$2.23M +27,981 +63%
MJP
873
Michael J. Puzo
$5.98M -$168K -2,110 -3%
FNT
874
First Nebraska Trust
Nebraska
$5.97M +$428K +5,372 +8%
TCOT
875
Trust Company of Toledo
Ohio
$5.95M -$110K -1,380 -2%

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.