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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
BFEC
976
Benjamin F. Edwards & Company
Missouri
$4.62M -$265K -3,332 -6%
AWE
977
Avidian Wealth Enterprises
Texas
$4.6M -$186K -2,339 -4%
BHBT
978
Burke & Herbert Bank & Trust
Virginia
$4.6M +$18.4K +231 +0.4%
NEI
979
Northwest & Ethical Investments
Ontario, Canada
$4.58M -$324K -4,070 -7%
NWP
980
Northstar Wealth Partners
Connecticut
$4.56M +$131K +1,650 +3%
HCM
981
Harvest Capital Management
New Hampshire
$4.55M +$9.96K +125 +0.2%
CSS
982
Cubist Systematic Strategies
Connecticut
$4.53M +$242K +3,034 +6%
WIC
983
Wilkins Investment Counsel
Massachusetts
$4.53M +$23.9K +300 +0.6%
HCA
984
Harbour Capital Advisors
Virginia
$4.53M +$79.8K +1,001 +2%
KIC
985
Keating Investment Counselors
Florida
$4.53M -$29.5K -370 -0.7%
CHAM
986
Clear Harbor Asset Management
Connecticut
$4.53M -$50.2K -630 -1%
FM
987
Family Management
New York
$4.52M +$304K +3,820 +8%
DAS
988
Dynamic Advisor Solutions
Arizona
$4.51M +$2.13M +26,778 +96%
PFS
989
Physicians Financial Services
North Carolina
$4.5M -$2.07K -26 -0%
CAM
990
Cypress Asset Management
Texas
$4.5M +$516K +6,472 +14%
IIM
991
Intact Investment Management
Quebec, Canada
$4.5M +$781K +9,800 +22%
SBWM
992
Sunflower Bank Wealth Management
Arizona
$4.49M +$35.1K +440 +0.8%
VFA
993
Valeo Financial Advisors
Indiana
$4.49M +$593K +7,447 +15%
BIAS
994
Beacon Investment Advisory Services
New Jersey
$4.49M -$154K -1,932 -3%
NHC
995
Nicholas Hoffman & Company
Georgia
$4.47M -$34.7K -436 -0.8%
ZIC
996
ZWJ Investment Counsel
Georgia
$4.46M -$76.3K -958 -2%
PL
997
Perpetual Ltd
Australia
$4.45M -$167K -2,100 -4%
BAAM
998
Baker Avenue Asset Management
California
$4.45M -$9.88K -124 -0.2%
AIM
999
ARGA Investment Management
Connecticut
$4.42M
AIP
1000
Ahrens Investment Partners
Louisiana
$4.41M -$176K -2,212 -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.