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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
TCM
1401
Teza Capital Management
Illinois
$2.11M +$2.04M +25,558 New
MWNA
1402
Marshall Wace North America
New York
$2.11M -$51.2M -642,085 -96%
AF
1403
Allworth Financial
California
$2.11M -$244K -3,066 -11%
P
1404
Pitcairn
Pennsylvania
$2.1M +$86.8K +1,089 +4%
DDC
1405
DF Dent & Co
Maryland
$2.1M -$40.7K -511 -2%
MWM
1406
Modera Wealth Management
New Jersey
$2.1M +$55.1K +692 +3%
CAM
1407
Cubic Asset Management
Massachusetts
$2.09M -$98.4K -1,235 -5%
BOCM
1408
Bontempo Ohly Capital Management
Maryland
$2.09M +$41.3K +518 +2%
NB
1409
Northwest Bancshares
Pennsylvania
$2.09M -$21.9K -275 -1%
LC
1410
LCNB Corp
Ohio
$2.09M +$119K +1,497 +6%
TIP
1411
Torray Investment Partners
Maryland
$2.08M +$76.8K +964 +4%
CT
1412
Clearstead Trust
Maine
$2.08M -$73.4K -921 -4%
AC
1413
Abbrea Capital
California
$2.08M -$53K -665 -3%
WAOTB
1414
Wealth Advisors of Tampa Bay
Florida
$2.07M +$71.2K +894 +4%
OCAM
1415
Onex Canada Asset Management
Ontario, Canada
$2.07M
WI
1416
WrapManager Inc
California
$2.06M -$359K -4,500 -15%
VNA
1417
Valley National Advisers
Pennsylvania
$2.06M +$465K +5,838 +31%
HBWM
1418
Hollow Brook Wealth Management
New York
$2.06M +$654K +8,209 +49%
NG
1419
Northstar Group
New York
$2.06M -$218K -2,742 -10%
WA
1420
Waverly Advisors
Alabama
$2.06M +$66.2K +831 +3%
IIC
1421
Integrated Investment Consultants
Michigan
$2.05M -$236K -2,958 -11%
KA
1422
KLCM Advisors
Wisconsin
$2.04M -$26.1K -328 -1%
PFBT
1423
Parkside Financial Bank & Trust
Missouri
$2.04M +$22.7K +285 +1%
TCM
1424
Tradition Capital Management
New Jersey
$2.03M +$234K +2,931 +14%
EWM
1425
Empirical Wealth Management
Washington
$2.02M +$1.19M +14,913 +156%

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.