We are live on ! Find out more
XOM icon

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
CCM
1251
Condor Capital Management
New Jersey
$2.81M +$277K +3,476 +11%
CIP
1252
Capital Insight Partners
Arizona
$2.81M -$783K -9,826 -22%
IWP
1253
Icon Wealth Partners
Texas
$2.81M -$15.4K -193 -0.6%
MCWS
1254
McKinley Carter Wealth Services
West Virginia
$2.81M -$206K -2,591 -7%
FDS
1255
First Dallas Securities
Texas
$2.81M +$12.4K +156 +0.5%
MC
1256
Martin & Co
Tennessee
$2.8M +$58.6K +735 +2%
OLA
1257
Oliver Luxxe Assets
New Jersey
$2.8M
PCA
1258
Private Capital Advisors
Connecticut
$2.79M
AWM
1259
Altium Wealth Management
New York
$2.79M +$511K +6,418 +23%
CBU
1260
CIBC Bank USA
Illinois
$2.79M -$18.8K -236 -0.7%
BFA
1261
Beaumont Financial Advisors
Massachusetts
$2.79M -$36.3K -455 -1%
AIIMS
1262
Analyst IMS Investment Management Services
Israel
$2.79M -$75.7K -950 -3%
MLL
1263
Moody Lynn & Lieberson
Massachusetts
$2.78M +$228K +2,861 +9%
ROTUOC
1264
Regents of the University of California
California
$2.78M
FMWA
1265
Forvis Mazars Wealth Advisors
Missouri
$2.77M -$23.3K -293 -0.9%
BFC
1266
Blue Fin Capital
Rhode Island
$2.77M +$293K +3,675 +12%
CG
1267
CFO4Life Group
Texas
$2.77M +$2.38M +29,906 +831%
SFA
1268
Sequoia Financial Advisors
Ohio
$2.77M -$527K -6,611 -17%
AIA
1269
AGF Investments America
Ontario, Canada
$2.77M +$61.8K +776 +2%
KIG
1270
Kessler Investment Group
Indiana
$2.75M -$35.3K -443 -1%
HJGA
1271
Hardman Johnston Global Advisors
Connecticut
$2.75M
TW
1272
Transform Wealth
Colorado
$2.75M +$386K +4,849 +17%
EF
1273
Exeter Financial
Arizona
$2.73M -$78.4K -984 -3%
AF
1274
Advisornet Financial
Minnesota
$2.73M -$103K -1,288 -4%
ATC
1275
Adirondack Trust Company
New York
$2.73M +$25.9K +325 +1%

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.