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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
DLCIG
1126
D.L. Carlson Investment Group
New Hampshire
$3.62M -$76.1K -955 -2%
WCF
1127
West Coast Financial
California
$3.62M -$27.4K -344 -0.8%
DE
1128
Day & Ennis
Georgia
$3.6M +$614K +7,710 +22%
GWI
1129
Grace & White Inc
New York
$3.59M -$21.8K -274 -0.6%
BB
1130
Bell Bank
North Dakota
$3.58M +$15.7K +197 +0.5%
PAI
1131
Pittenger & Anderson Inc
Nebraska
$3.58M
GT
1132
Greenleaf Trust
Michigan
$3.57M +$763K +9,574 +28%
RI
1133
RWWM Inc
California
$3.56M -$1.31M -16,465 -28%
OCM
1134
Olstein Capital Management
New York
$3.56M -$558K -7,000 -14%
BIA
1135
Barry Investment Advisors
Massachusetts
$3.56M +$876 +11 +0%
AW
1136
ACG Wealth
Georgia
$3.54M +$93.4K +1,172 +3%
PWM
1137
Perigon Wealth Management
California
$3.54M +$349K +4,382 +11%
DIP
1138
DT Investment Partners
Pennsylvania
$3.54M +$233K +2,928 +7%
IIC
1139
Ironwood Investment Counsel
Arizona
$3.53M -$27.5K -345 -0.8%
BC
1140
Burleson & Co
California
$3.52M +$1.34M +16,790 +65%
BMM
1141
Buffington Mohr McNeal
Idaho
$3.52M -$44.6K -560 -1%
SMC
1142
Smith, Moore & Co
Missouri
$3.52M +$99.7K +1,251 +3%
HWA
1143
HCR Wealth Advisors
California
$3.51M +$2.87K +36 +0.1%
OCM
1144
One Capital Management
California
$3.5M +$277K +3,475 +9%
ABTD
1145
Arvest Bank Trust Division
Oklahoma
$3.49M -$27.1K -340 -0.8%
THWM
1146
Taylor Hoffman Wealth Management
Virginia
$3.49M -$374K -4,700 -10%
EIM
1147
Essex Investment Management
Massachusetts
$3.48M +$3.1M +38,917 +1,214%
SFM
1148
Signature Financial Management
Virginia
$3.47M +$95.8K +1,202 +3%
FPS
1149
Fieldpoint Private Securities
Connecticut
$3.46M -$35.9K -450 -1%
GI
1150
GAMCO Investors
Connecticut
$3.46M -$427K -5,362 -11%

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.