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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
AIS
1076
Accurate Investment Solutions
Pennsylvania
$3.93M +$171K +2,144 +5%
MPIA
1077
Mountain Pacific Investment Advisers
Idaho
$3.93M +$13.6K +171 +0.4%
MWP
1078
MYCIO Wealth Partners
Pennsylvania
$3.92M +$134K +1,678 +4%
SFPIA
1079
Stevens First Principles Investment Advisors
California
$3.92M +$184K +2,311 +5%
DLHL
1080
Donald L. Hagan LLC
Florida
$3.92M -$159K -1,995 -4%
DBIA
1081
Dumont & Blake Investment Advisors
New Jersey
$3.91M +$35.5K +446 +1%
HFM
1082
Hartford Financial Management
Connecticut
$3.91M +$1.59M +20,005 +73%
WPA
1083
Winning Points Advisors
Florida
$3.91M +$204K +2,559 +6%
CIM
1084
Corda Investment Management
Texas
$3.9M -$563K -7,072 -13%
MGIA
1085
Moneta Group Investment Advisors
Missouri
$3.89M +$845K +10,601 +29%
HIC
1086
Holderness Investments Company
North Carolina
$3.87M +$25.7K +322 +0.7%
PCAP
1087
Pratt Collard Advisory Partners
New York
$3.86M -$166K -2,079 -4%
BHC
1088
Bowen Hanes & Co
Florida
$3.85M +$19.6K +246 +0.5%
HC
1089
Hampstead Capital
United Kingdom
$3.85M -$359K -4,500 -9%
LBC
1090
Lawrence B. Cohen
$3.85M -$40.6K -509 -1%
FAM
1091
Formidable Asset Management
Ohio
$3.84M -$15.3K -192 -0.4%
FHA
1092
Flagship Harbor Advisors
Massachusetts
$3.84M +$451K +5,659 +14%
BCM
1093
Birmingham Capital Management
Alabama
$3.82M -$95K -1,192 -3%
PVWM
1094
Point View Wealth Management
New Jersey
$3.82M +$198K +2,491 +6%
NIMI
1095
Natixis Investment Managers International
France
$3.82M +$463K +5,814 +14%
HR
1096
Howe & Rusling
New York
$3.81M -$210K -2,635 -5%
ECM
1097
Exchange Capital Management
Michigan
$3.8M +$228K +2,863 +7%
PCG
1098
Private Capital Group
Connecticut
$3.8M +$910K +11,416 +33%
RMAM
1099
Raab & Moskowitz Asset Management
New Jersey
$3.79M -$1.67K -21 -0%
LFAS
1100
Level Four Advisory Services
Texas
$3.78M -$318K -3,997 -8%

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.