We are live on ! Find out more
XOM icon

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
PI
76
Putnam Investments
Massachusetts
$324M -$83.8M -1,051,473 -21%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$322M +$24.8M +310,721 +9%
Allianz Asset Management
78
Allianz Asset Management
Germany
$309M -$48.2M -605,515 -14%
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$308M -$1.71M -21,496 -0.6%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$303M +$21.5M +270,065 +8%
National Pension Service
81
National Pension Service
South Korea
$295M +$15M +188,471 +6%
Stifel Financial
82
Stifel Financial
Missouri
$273M -$1.79M -22,444 -0.7%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$265M -$31.6M -396,884 -11%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$261M +$49.4M +620,600 +24%
Korea Investment Corp
85
Korea Investment Corp
South Korea
$257M +$14.6M +183,700 +6%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$247M -$2.85M -35,793 -1%
SO
87
STRS Ohio
Ohio
$246M -$6.49M -81,483 -3%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$241M -$453K -5,686 -0.2%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$240M +$218M +2,740,252 +1,684%
KeyBank National Association
90
KeyBank National Association
Ohio
$237M -$25.2M -315,664 -10%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$230M -$30.1M -377,851 -12%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$230M +$34.3M +429,882 +18%
PP
93
Prudential plc
United Kingdom
$220M -$1.68M -21,095 -0.8%
O
94
OppenheimerFunds
New York
$219M -$89.4M -1,121,892 -30%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$215M -$36.3M -455,869 -15%
Aviva
96
Aviva
United Kingdom
$212M +$22.4K +281 +0%
Brown Advisory
97
Brown Advisory
Maryland
$210M +$1.24M +15,529 +0.6%
First Trust Advisors
98
First Trust Advisors
Illinois
$202M -$11.2M -140,151 -5%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$202M +$1.79M +22,513 +0.9%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$199M +$42.2M +529,879 +28%

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.