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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
CWP
1001
Capital Wealth Planning
Florida
$4.4M -$3.85M -48,281 -48%
NAM
1002
NTV Asset Management
West Virginia
$4.38M +$63.7K +800 +2%
PL
1003
Plancorp LLC
Missouri
$4.38M +$24.4K +306 +0.6%
APSI
1004
Asset Planning Services Inc
Louisiana
$4.35M +$275K +3,450 +7%
AMIM
1005
Aull & Monroe Investment Management
Alabama
$4.34M +$438K +5,503 +12%
CIM
1006
Cambria Investment Management
California
$4.33M -$546K -6,850 -12%
FNBOMD
1007
First National Bank of Mount Dora
Florida
$4.33M +$252K +3,168 +6%
DLA
1008
Douglas Lane & Associates
New York
$4.32M +$329K +4,132 +9%
BCMO
1009
Buckingham Capital Management (Ohio)
Ohio
$4.32M -$209K -2,626 -5%
HH
1010
Hilltop Holdings
Texas
$4.31M -$130K -1,637 -3%
AIC
1011
Argus Investors Counsel
New York
$4.3M +$314K +3,936 +8%
GCA
1012
Greenwood Capital Associates
South Carolina
$4.3M +$3.92M +49,178 +1,738%
SACTSONJ
1013
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.3M
FIM
1014
Freedom Investment Management
Connecticut
$4.3M -$272K -3,412 -6%
AB
1015
Atlas Brown
Kentucky
$4.29M +$4.22K +53 +0.1%
GWS
1016
Glassman Wealth Services
Virginia
$4.28M +$148K +1,855 +4%
ECM
1017
ETrade Capital Management
Virginia
$4.27M -$256K -3,217 -6%
WFG
1018
Wills Financial Group
Virginia
$4.26M -$49.1K -616 -1%
RC
1019
Roundview Capital
New Jersey
$4.26M +$426K +5,350 +12%
TSS
1020
Thomas Story & Son
Indiana
$4.25M
SCP
1021
Syntal Capital Partners
Texas
$4.24M +$14.3K +180 +0.4%
MA
1022
Marshwinds Advisory
Georgia
$4.24M -$2.23K -28 -0.1%
MHS
1023
M Holdings Securities
Oregon
$4.23M +$75.3K +945 +2%
GCM
1024
Garland Capital Management
Washington
$4.23M +$58.4K +733 +1%
RMCM
1025
Reynders McVeigh Capital Management
Massachusetts
$4.22M +$512K +6,424 +14%

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.