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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
FFA
1376
Fragasso Financial Advisors
Pennsylvania
$2.2M +$294K +3,695 +16%
AWM
1377
Avior Wealth Management
Nebraska
$2.2M +$159K +1,995 +8%
FAM
1378
Fenimore Asset Management
New York
$2.19M -$35.2K -442 -2%
OC
1379
Oakworth Capital
Alabama
$2.19M +$439K +5,513 +26%
ANRIA
1380
American National Registered Investment Advisor
Texas
$2.18M +$8.76K +110 +0.4%
LF
1381
Lee Financial
Texas
$2.18M +$96.7K +1,214 +5%
SFG
1382
SevenBridge Financial Group
Pennsylvania
$2.17M +$183K +2,298 +10%
AFG
1383
Albion Financial Group
Utah
$2.17M -$15.5K -194 -0.7%
WCM
1384
Washington Capital Management
Washington
$2.17M +$1.99K +25 +0.1%
BCM
1385
BlueCrest Capital Management
Jersey
$2.17M -$2.34M -29,382 -53%
HPC
1386
Hobart Private Capital
North Carolina
$2.16M -$126K -1,586 -6%
HWA
1387
Heritage Way Advisors
Illinois
$2.16M +$149K +1,875 +8%
PGA
1388
Portland Global Advisors
Maine
$2.16M +$7.33K +92 +0.4%
CIAS
1389
Capital Investment Advisory Services
North Carolina
$2.16M +$123K +1,540 +6%
CPIG
1390
Chicago Partners Investment Group
Illinois
$2.16M +$272K +3,409 +15%
CCM
1391
Catawba Capital Management
Virginia
$2.15M +$70.5K +885 +4%
IWM
1392
IHT Wealth Management
Illinois
$2.15M +$490K +6,147 +31%
SAM
1393
Summit Asset Management
Tennessee
$2.15M -$53.2K -668 -3%
Capstone Investment Advisors
1394
Capstone Investment Advisors
New York
$2.14M +$1.43M +17,966 +228%
CCA
1395
Catalyst Capital Advisors
New York
$2.14M +$1.01M +12,630 +96%
AAM
1396
Autus Asset Management
Arizona
$2.13M -$24.5K -307 -1%
FC
1397
Forte Capital
New York
$2.13M +$189K +2,368 +10%
GA
1398
Gateway Advisory
New Jersey
$2.12M -$17.2K -216 -0.8%
FLI
1399
Family Legacy Inc
South Carolina
$2.12M -$64.9K -815 -3%
WI
1400
Wafra Inc
New York
$2.12M

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.