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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
KCPG
1276
Kavar Capital Partners Group
Kansas
$2.72M -$11.8K -148 -0.4%
GLA
1277
Good Life Advisors
Pennsylvania
$2.72M +$123K +1,543 +5%
CVM
1278
Cheviot Value Management
California
$2.71M +$86.6K +1,087 +3%
RWM
1279
RKL Wealth Management
Pennsylvania
$2.71M -$331K -4,152 -11%
IBOK
1280
Independence Bank of Kentucky
Kentucky
$2.71M +$138K +1,736 +6%
LCM
1281
Lucas Capital Management
New Jersey
$2.7M -$87.6K -1,099 -3%
FA
1282
FCG Advisors
New Jersey
$2.7M +$37K +464 +1%
LWCA
1283
Locust Wood Capital Advisers
New York
$2.64M
HJA
1284
Hugh Johnson Advisors
New York
$2.63M +$53.7K +674 +2%
PAM
1285
Peninsula Asset Management
Florida
$2.63M +$3.58K +45 +0.1%
YWP
1286
YorkBridge Wealth Partners
New York
$2.63M +$15K +188 +0.6%
BFA
1287
Benedict Financial Advisors
Georgia
$2.62M +$4.54K +57 +0.2%
B
1288
Bailard
California
$2.62M +$558 +7 +0%
MMPW
1289
Mitchell McLeod Pugh & Williams
Alabama
$2.62M -$56.2K -705 -2%
CIA
1290
Covington Investment Advisors
Pennsylvania
$2.61M +$423K +5,305 +20%
ECM
1291
Evergreen Capital Management
Washington
$2.6M +$65K +816 +3%
DT
1292
Diversified Trust
Tennessee
$2.6M -$214K -2,683 -8%
FAM
1293
Fred Alger Management
New York
$2.6M -$101K -1,262 -4%
LSCM
1294
LaSalle Street Capital Management
Illinois
$2.59M -$568K -7,125 -19%
WI
1295
WBI Investments
New Jersey
$2.59M +$2.49M +31,282 New
BIM
1296
Barton Investment Management
Pennsylvania
$2.59M -$31.9K -400 -1%
BJL
1297
Brighton Jones LLC
Washington
$2.58M +$334K +4,187 +15%
CBOR
1298
Community Bank of Raymore
Missouri
$2.58M
HW
1299
Hancock Whitney
Mississippi
$2.57M -$116K -1,457 -4%
VCM
1300
Vigilant Capital Management
Maine
$2.56M -$9.47M -118,827 -79%

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.