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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
AWA
1151
Arete Wealth Advisors
Illinois
$3.46M +$2.06M +25,887 +163%
DAM
1152
Delta Asset Management
Tennessee
$3.46M +$64.9K +814 +2%
LOAME
1153
Lombard Odier Asset Management (Europe)
United Kingdom
$3.45M +$33.3K +418 +1%
SCA
1154
Spearhead Capital Advisors
Florida
$3.44M +$274K +3,441 +9%
CC
1155
Cornerstone Capital
California
$3.43M -$1.59M -19,970 -32%
AF
1156
Aldebaran Financial
$3.42M -$272K -3,412 -8%
PJSIMP
1157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.42M -$103K -1,294 -3%
BCM
1158
Bluefin Capital Management
New York
$3.39M -$4.34M -54,505 -57%
FAIM
1159
Financial Advocates Investment Management
Washington
$3.38M +$63.1K +792 +2%
CCM
1160
Cribstone Capital Management
Maine
$3.38M +$395K +4,962 +14%
AWM
1161
Aries Wealth Management
Maine
$3.38M -$44K -552 -1%
CL
1162
Choreo LLC
Illinois
$3.38M -$152K -1,903 -4%
MGIA
1163
Matthew Goff Investment Advisor
Texas
$3.37M -$505K -6,333 -13%
PGIM
1164
Pacific Global Investment Management
California
$3.37M -$27.1K -340 -0.8%
HT
1165
HAP Trading
New York
$3.37M +$3.24M +40,671 New
CCC
1166
Chelsea Counsel Company
California
$3.36M +$1.48M +18,540 +84%
CRIG
1167
Charter Research & Investment Group
Connecticut
$3.35M -$5.18K -65 -0.2%
SFSG
1168
Stearns Financial Services Group
North Carolina
$3.33M -$44.4K -557 -1%
BCM
1169
Boltwood Capital Management
California
$3.32M -$87.6K -1,099 -3%
FFWA
1170
FRG Family Wealth Advisors
Washington
$3.31M +$219K +2,754 +7%
CVSCT
1171
C.V. Starr & Co Trust
New York
$3.31M
UFG
1172
United Fire Group
Iowa
$3.31M
MSR
1173
Main Street Research
Connecticut
$3.3M +$58K +728 +2%
WCM
1174
Whitener Capital Management
North Carolina
$3.3M +$30K +377 +1%
MFG
1175
Monte Financial Group
Connecticut
$3.29M -$119K -1,492 -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.