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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
OPTFSNA
876
Old Point Trust & Financial Services N A
Virginia
$5.93M +$92.9K +1,166 +2%
AI
877
Atria Investments
North Carolina
$5.92M -$551K -6,917 -9%
TSW
878
Thompson Siegel & Walmsley
Virginia
$5.91M +$470K +5,896 +9%
CT
879
Chicago Trust
Illinois
$5.9M -$146K -1,831 -3%
PTB
880
Pioneer Trust Bank
Oregon
$5.9M +$424K +5,320 +8%
HFS
881
Haverford Financial Services
Pennsylvania
$5.88M -$93.6K -1,175 -2%
DBT
882
Dubuque Bank & Trust
Iowa
$5.87M +$739K +9,281 +15%
BFO
883
Biltmore Family Office
North Carolina
$5.86M -$282K -3,543 -5%
BCM
884
BTC Capital Management
Iowa
$5.82M +$78.6K +986 +1%
WFMPM
885
Woodley Farra Manion Portfolio Management
Indiana
$5.82M +$19.3K +242 +0.3%
NSEDCP
886
NJ State Employees Deferred Compensation Plan
New Jersey
$5.79M
WIC
887
Whitegate Investment Counselors
New Hampshire
$5.79M -$71.7K -900 -1%
LIM
888
Leavell Investment Management
Alabama
$5.77M -$3.19K -40 -0.1%
BRCM
889
Bright Rock Capital Management
Massachusetts
$5.74M
PI
890
Pettee Investors
Connecticut
$5.72M -$23.9K -300 -0.4%
STMM
891
South Texas Money Management
Texas
$5.71M -$3.35K -42 -0.1%
WIC
892
Woodmont Investment Counsel
Tennessee
$5.71M -$204K -2,560 -4%
EWA
893
Exencial Wealth Advisors
Oklahoma
$5.71M +$24.5K +307 +0.4%
Fiera Capital (Canada)
894
Fiera Capital (Canada)
Quebec, Canada
$5.69M +$434K +5,452 +9%
AF
895
Alerus Financial
North Dakota
$5.63M -$155K -1,941 -3%
NCM
896
Nelson Capital Management
California
$5.63M +$251K +3,151 +5%
MCM
897
MAI Capital Management
Ohio
$5.61M -$161K -2,020 -3%
CCA
898
Cobblestone Capital Advisors
New York
$5.61M -$301K -3,783 -5%
RG
899
Rikoon Group
New Mexico
$5.59M -$77.1K -968 -1%
CFMC
900
Curbstone Financial Management Corp
New Hampshire
$5.54M +$3.98K +50 +0.1%

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.