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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
GC
1326
Grace Capital
Massachusetts
$2.44M +$492K +6,180 +26%
NSB
1327
Norway Savings Bank
Maine
$2.44M +$32.1K +403 +1%
HW
1328
Hedeker Wealth
Illinois
$2.43M -$66.9K -840 -3%
KWMG
1329
King Wealth Management Group
Florida
$2.43M -$13.1K -165 -0.6%
BSPF
1330
British Steel Pension Fund
United Kingdom
$2.42M -$2.93M -36,798 -56%
GCM
1331
Gables Capital Management
Florida
$2.4M +$178K +2,232 +8%
NFG
1332
Next Financial Group
Texas
$2.38M -$1.08M -13,514 -32%
CG
1333
Caprock Group
Idaho
$2.38M +$63.2K +793 +3%
SLT
1334
St Louis Trust
Missouri
$2.38M -$635K -7,970 -22%
VA
1335
Valmark Advisers
Ohio
$2.38M -$203K -2,546 -8%
GIA
1336
Gargoyle Investment Advisor
New Jersey
$2.37M
CCA
1337
Conservest Capital Advisors
Pennsylvania
$2.37M -$1.6M -20,065 -41%
CFD
1338
Creative Financial Designs
Indiana
$2.36M +$114K +1,427 +5%
MSS
1339
Mitchell Sinkler & Starr
Pennsylvania
$2.36M -$124K -1,557 -5%
MFW
1340
Meristem Family Wealth
Minnesota
$2.35M -$167K -2,099 -7%
NERM
1341
New England Research & Management
Illinois
$2.34M +$155K +1,950 +7%
EFSCE
1342
Enterprise Financial Services Corp (EFSC)
Missouri
$2.34M -$40.6K -510 -2%
VWA
1343
V Wealth Advisors
Kansas
$2.34M +$12.7K +160 +0.6%
FBC
1344
Fairfield, Bush & Co
Connecticut
$2.34M -$162K -2,032 -7%
MAM
1345
Morse Asset Management
Connecticut
$2.33M -$52.8K -663 -2%
AC
1346
Alley Company
Illinois
$2.33M +$3.19K +40 +0.1%
MPAM
1347
Murphy Pohlad Asset Management
Minnesota
$2.33M -$15.9K -200 -0.7%
ST
1348
Somerset Trust
Pennsylvania
$2.32M -$82.9K -1,040 -4%
NAM
1349
NorthCoast Asset Management
Connecticut
$2.32M -$110K -1,380 -5%
DMC
1350
Drexel Morgan & Co
Pennsylvania
$2.32M +$135K +1,691 +6%

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.