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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
TRIM
901
Thompson Rubinstein Investment Management
Oregon
$5.54M
AF
902
Arrow Financial
New York
$5.51M -$392K -4,922 -7%
FHA
903
First Horizon Advisors
Tennessee
$5.5M +$1.42M +17,884 +37%
DA
904
Denali Advisors
California
$5.49M +$430K +5,400 +9%
JWBC
905
J.W. Burns & Co
New York
$5.48M -$88.2K -1,107 -2%
RWP
906
RWA Wealth Partners
Massachusetts
$5.47M +$564K +7,076 +12%
AIM
907
Anchor Investment Management
South Carolina
$5.46M +$25.1K +315 +0.5%
GLA
908
Great Lakes Advisors
Illinois
$5.45M -$9.56M -119,994 -65%
MIA
909
MainStreet Investment Advisors
Illinois
$5.44M +$114K +1,428 +2%
AP
910
Appleton Partners
Massachusetts
$5.43M -$44.9K -564 -0.9%
BA
911
BCM Advisors
Louisiana
$5.43M -$95K -1,192 -2%
HIM
912
Hermes Investment Management
United Kingdom
$5.43M -$120K -1,500 -2%
TNB
913
Thomasville National Bank
Georgia
$5.42M +$118K +1,486 +2%
BIM
914
Bridgecreek Investment Management
Oklahoma
$5.39M
FMC
915
First Merchants Corp
Indiana
$5.37M -$994K -12,477 -16%
SIRP
916
Shelter Insurance Retirement Plan
Missouri
$5.36M -$645K -8,100 -11%
CRC
917
Curi RMB Capital
Illinois
$5.36M +$53.5K +671 +1%
WIA
918
Wealthstreet Investment Advisors
Texas
$5.35M +$84.6K +1,062 +2%
DP
919
DDD Partners
Washington
$5.32M +$80.6K +1,012 +2%
RSVP
920
Ramsay Stattman Vela & Price
Colorado
$5.3M +$11.2K +140 +0.2%
AC
921
AFAM Capital
Texas
$5.29M +$46K +577 +0.9%
BO
922
Bank OZK
Arkansas
$5.26M -$146K -1,831 -3%
BCM
923
BTR Capital Management
California
$5.24M -$30.3K -380 -0.6%
CANC
924
Culbertson A N & Co
Virginia
$5.22M +$85.8K +1,077 +2%
KOCAA
925
Knights of Columbus Asset Advisors
Connecticut
$5.22M +$227K +2,850 +5%

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.