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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
SCM
1201
Schnieders Capital Management
California
$3.07M +$178K +2,231 +6%
SAM
1202
Smithbridge Asset Management
Pennsylvania
$3.06M +$13.8K +173 +0.5%
PG
1203
Patten Group
Tennessee
$3.06M +$360K +4,519 +14%
FLPIM
1204
F.L. Putnam Investment Management
Massachusetts
$3.05M -$1.17M -14,682 -28%
CM
1205
Castleark Management
Illinois
$3.04M +$2.93M +36,810 New
SWMG
1206
Signature Wealth Management Group
Georgia
$3.04M +$89.5K +1,123 +3%
SIC
1207
Sigma Investment Counselors
Michigan
$3.03M -$82.8K -1,039 -3%
SS
1208
Sunbelt Securities
Texas
$3.03M +$1.27M +15,918 +77%
LM
1209
Lincluden Management
Ontario, Canada
$3.02M -$64.5K -810 -2%
WC
1210
Whitnell & Co
Illinois
$3.02M -$314K -3,941 -10%
SMH
1211
Sanders Morris Harris
Texas
$3.02M -$9.86M -123,794 -77%
VST
1212
Van Strum & Towne
California
$3.02M
LJAC
1213
L.J. Altfest & Co
New York
$3.01M -$339K -4,256 -10%
VAS
1214
Valicenti Advisory Services
New York
$3.01M +$89.2K +1,120 +3%
MCM
1215
McRae Capital Management
New Jersey
$3M +$316K +3,972 +12%
MBT
1216
Montecito Bank & Trust
California
$3M +$235K +2,949 +9%
GIA
1217
GHP Investment Advisors
Colorado
$3M +$128K +1,608 +5%
SAM
1218
Strategy Asset Managers
California
$2.99M -$3.82K -48 -0.1%
SBL
1219
Sargent Bickham Lagudis
Colorado
$2.99M -$268K -3,363 -9%
LKIM
1220
Lawson Kroeker Investment Management
Nebraska
$2.99M -$25.5K -320 -0.9%
OIM
1221
Opus Investment Management
Massachusetts
$2.98M +$319K +4,000 +13%
VNA
1222
VNBTrust National Association
Virginia
$2.98M -$30K -377 -1%
BCA
1223
Bray Capital Advisors
Florida
$2.98M -$13.8K -173 -0.5%
SCM
1224
Stellar Capital Management
Arizona
$2.97M +$57K +715 +2%
DAC
1225
Dividend Assets Capital
South Carolina
$2.96M +$51.4K +645 +2%

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.