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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
WTB
1026
Washington Trust Bank
Washington
$4.21M -$619K -7,770 -13%
TI
1027
Trexquant Investment
Connecticut
$4.21M -$709K -8,904 -15%
EAM
1028
Evanson Asset Management
California
$4.21M +$214K +2,685 +6%
WAAG
1029
Wealth Alliance Advisory Group
Kansas
$4.2M +$319K +4,009 +9%
Edgewood Management
1030
Edgewood Management
Connecticut
$4.2M -$75.1K -942 -2%
NAM
1031
North American Management
Massachusetts
$4.18M -$169K -2,125 -4%
KTM
1032
Keeler Thomas Management
Utah
$4.15M +$132K +1,655 +3%
BRM
1033
Boston Research & Management
Massachusetts
$4.15M -$192K -2,410 -5%
RIL
1034
Rothschild Investment LLC
Illinois
$4.15M -$204K -2,558 -5%
BEC
1035
Blue Edge Capital
Virginia
$4.15M +$1.35K +17 +0%
FCMT
1036
Founders Capital Management (Texas)
Texas
$4.14M -$89.7K -1,126 -2%
YMRC
1037
Yorktown Management & Research Company
Virginia
$4.14M
PAPAIJV
1038
Paragon Associates & Paragon Associates II Joint Venture
Texas
$4.14M +$3.98M +50,000 New
POIA
1039
Pin Oak Investment Advisors
Texas
$4.12M +$208K +2,609 +6%
Aristotle Capital Management
1040
Aristotle Capital Management
California
$4.12M -$104K -1,300 -3%
FM
1041
Foster & Motley
Ohio
$4.11M -$854K -10,720 -18%
BPM
1042
Bowling Portfolio Management
Ohio
$4.11M -$1.26M -15,825 -24%
APP
1043
Avantax Planning Partners
Iowa
$4.1M -$901K -11,305 -19%
FSA
1044
Franklin Street Advisors
North Carolina
$4.09M -$465K -5,830 -11%
GAB
1045
German American Bancorp
Indiana
$4.08M +$3.93M +49,305 New
HWA
1046
Heritage Wealth Advisors
Virginia
$4.05M +$262K +3,286 +7%
AIA
1047
Allied Investment Advisors
Montana
$4.05M +$8.76K +110 +0.2%
MTC
1048
McDaniel Terry & Co
Texas
$4.04M -$86K -1,079 -2%
RP
1049
Rice Partnership
Hawaii
$4.04M +$184K +2,310 +5%
SWM
1050
Segment Wealth Management
Texas
$4.03M -$606K -7,603 -13%

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.