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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
PFA
1301
Paradigm Financial Advisors
Missouri
$2.56M -$132K -1,657 -5%
VAM
1302
Visionary Asset Management
Texas
$2.55M -$510K -6,402 -17%
HIC
1303
Hartline Investment Corp
Illinois
$2.54M -$35.5K -445 -1%
PAS
1304
Park Avenue Securities
New York
$2.54M +$240K +3,010 +11%
MCM
1305
Manchester Capital Management
Vermont
$2.54M +$817K +10,259 +50%
NB
1306
Nicolet Bankshares
Wisconsin
$2.53M +$6.77K +85 +0.3%
ITIM
1307
Indiana Trust & Investment Management
Indiana
$2.52M -$89.8K -1,127 -4%
FANJ
1308
Financial Architects (New Jersey)
New Jersey
$2.52M -$20.4K -256 -0.8%
PSC
1309
Prentiss Smith & Co
Vermont
$2.51M +$204K +2,565 +9%
AFA
1310
Arlington Financial Advisors
California
$2.51M -$55K -690 -2%
CCA
1311
Checchi Capital Advisers
California
$2.5M +$43K +540 +2%
AP
1312
Atwood & Palmer
Missouri
$2.49M -$106K -1,325 -4%
FFC
1313
First Financial Corp
Indiana
$2.49M -$57K -715 -2%
Jacobs Levy Equity Management
1314
Jacobs Levy Equity Management
New Jersey
$2.49M -$5.03M -63,180 -68%
HFBOT
1315
Home Federal Bank of Tennessee
Tennessee
$2.49M +$95.6K +1,200 +4%
BL
1316
BCWM LLC
Kansas
$2.48M -$1M -12,607 -30%
CAM
1317
Cozad Asset Management
Illinois
$2.48M +$2.38M +29,915 New
BIA
1318
Bigelow Investment Advisors
Maine
$2.47M -$21.2K -266 -0.9%
FMP
1319
Financial Management Professionals
Texas
$2.47M +$79.7K +1,000 +3%
CWM
1320
Concentric Wealth Management
California
$2.46M +$47.6K +598 +2%
SAA
1321
Southeast Asset Advisors
Georgia
$2.46M
CB
1322
CNB Bank
Pennsylvania
$2.45M -$26.8K -336 -1%
QCG
1323
Quadrant Capital Group
Ohio
$2.45M +$218K +2,731 +10%
WPW
1324
Winthrop Partners - WNY
New York
$2.45M -$199K -2,500 -8%
GFA
1325
Gifford Fong Associates
California
$2.44M

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.