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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
WP
1226
WealthSource Partners
California
$2.95M -$27.5K -345 -1%
CIA
1227
CCM Investment Advisers
South Carolina
$2.93M -$2.61M -32,815 -48%
HCM
1228
Hengehold Capital Management
Ohio
$2.93M +$2.41M +30,266 +582%
RCAG
1229
Rehmann Capital Advisory Group
Michigan
$2.93M +$528K +6,623 +22%
CK
1230
Cohen Klingenstein
New York
$2.93M
CIP
1231
Convergence Investment Partners
Florida
$2.92M +$73.8K +926 +3%
CC
1232
Cadinha & Co
Hawaii
$2.91M +$120K +1,505 +4%
RIG
1233
Renaissance Investment Group
Massachusetts
$2.91M -$28.7K -360 -1%
BA
1234
Baugh & Associates
Georgia
$2.91M -$250K -3,134 -8%
IR
1235
IAT Reinsurance
New York
$2.9M
WF
1236
WoodTrust Financial
Wisconsin
$2.88M -$1.52M -19,113 -35%
BAM
1237
Belpointe Asset Management
Nevada
$2.87M +$187K +2,347 +7%
BIC
1238
Beach Investment Counsel
Pennsylvania
$2.87M
11A
1239
10-15 Associates
New York
$2.87M +$444K +5,573 +19%
CCM
1240
Cohen Capital Management
California
$2.87M
IB
1241
Intrust Bank
Kansas
$2.87M -$42K -527 -1%
LI
1242
Longer Investments
Arkansas
$2.86M +$86.4K +1,085 +3%
CT
1243
Coastline Trust
Rhode Island
$2.86M -$206K -2,580 -7%
SMFG
1244
Sumitomo Mitsui Financial Group
Japan
$2.85M +$508K +6,372 +23%
CNC
1245
Citizens & Northern Corp
Pennsylvania
$2.85M -$50.7K -636 -2%
TC
1246
Telemus Capital
Michigan
$2.85M +$119K +1,490 +5%
SAM
1247
Sequent Asset Management
Texas
$2.82M -$148K -1,861 -5%
JPMIA
1248
J.P. Marvel Investment Advisors
Massachusetts
$2.82M -$6.37K -80 -0.2%
SWA
1249
SFMG Wealth Advisors
Texas
$2.82M -$74.3K -932 -3%
BRA
1250
Biechele Royce Advisors
Indiana
$2.81M

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.