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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
BCP
1101
Blue Chip Partners
Michigan
$3.77M -$778K -9,768 -18%
KS
1102
Karpas Strategies
Connecticut
$3.76M
GIM
1103
Guardian Investment Management
California
$3.76M +$781K +9,807 +28%
SS
1104
Simplicity Solutions
Minnesota
$3.75M +$367K +4,612 +11%
SCA
1105
Snowden Capital Advisors
New York
$3.75M +$186K +2,330 +5%
HHAA
1106
Henry H. Armstrong Associates
Pennsylvania
$3.73M +$143K +1,800 +4%
BOC
1107
Barbara Oil Co
Illinois
$3.72M
CCM
1108
Coldstream Capital Management
Washington
$3.71M +$240K +3,006 +7%
BTNA
1109
Bremer Trust National Association
Minnesota
$3.71M +$1.4M +17,554 +64%
DPIM
1110
Duff & Phelps Investment Management
Illinois
$3.71M -$73.3K -920 -2%
MCM
1111
McMillion Capital Management
North Carolina
$3.71M +$85.1K +1,068 +2%
LCP
1112
Legacy Capital Partners
Wisconsin
$3.71M +$166K +2,085 +5%
WSC
1113
Wellington Shields & Co
New York
$3.7M +$47.8K +600 +1%
SCA
1114
Sage Capital Advisors
South Dakota
$3.69M +$2.95K +37 +0.1%
MCA
1115
Mercer Capital Advisers
New Jersey
$3.69M -$23.9K -300 -0.7%
VWM
1116
Venturi Wealth Management
Texas
$3.68M -$236K -2,958 -6%
JIC
1117
Joel Isaacson & Co
New York
$3.68M +$146K +1,838 +4%
TCM
1118
Telos Capital Management
California
$3.67M +$1.43K +18 +0%
Cetera Investment Advisers
1119
Cetera Investment Advisers
Illinois
$3.66M +$171K +2,140 +5%
AAC
1120
Asset Advisors Corp
Georgia
$3.65M -$620K -7,780 -15%
HT
1121
Heritage Trust
Oklahoma
$3.65M +$36.1K +453 +1%
FBB
1122
Fulton Breakefield Broenniman
Maryland
$3.65M -$780K -9,793 -18%
BOTW
1123
Bank of the West
California
$3.65M -$126K -1,582 -3%
JWA
1124
JFS Wealth Advisors
Pennsylvania
$3.64M -$21.4K -269 -0.6%
BRWA
1125
B. Riley Wealth Advisors
Florida
$3.63M +$143K +1,800 +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.