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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
PP
1426
Pegasus Partners
Wisconsin
$2.02M +$115K +1,446 +6%
WA
1427
WealthTrust Axiom
Pennsylvania
$2.02M +$1.2K +15 +0.1%
BWM
1428
BerganKDV Wealth Management
Minnesota
$2.02M +$46.5K +584 +2%
FUBT
1429
First United Bank & Trust
Maryland
$2.01M -$116K -1,460 -6%
CS
1430
Cannell & Spears
New York
$2.01M +$74.3K +933 +4%
FIM
1431
Fernwood Investment Management
Massachusetts
$2.01M +$29.5K +370 +2%
DRD
1432
Dennis R. Delaney
$2M -$69.3K -870 -3%
PIM
1433
Provident Investment Management
Michigan
$1.99M +$107K +1,344 +6%
WRM
1434
Weybosset Research & Management
Rhode Island
$1.99M -$86.8K -1,090 -4%
PW
1435
Price Wealth
Texas
$1.99M +$64.7K +812 +3%
OWP
1436
Obermeyer Wealth Partners
Colorado
$1.99M -$187K -2,353 -9%
PTC
1437
Philadelphia Trust Company
Pennsylvania
$1.98M +$668K +8,383 +54%
BBWA
1438
Bell & Brown Wealth Advisors
California
$1.98M +$164K +2,057 +9%
BL
1439
BFSG LLC
California
$1.98M +$42.4K +532 +2%
LMAM
1440
Legg Mason Asset Management
Japan
$1.98M -$120K -1,500 -6%
HDIM
1441
Hanson & Doremus Investment Management
Vermont
$1.97M -$610K -7,651 -24%
ARMT
1442
Amica Retiree Medical Trust
Rhode Island
$1.96M
PC
1443
Palo Capital
California
$1.96M +$1.23M +15,496 +189%
SGAM
1444
Steinberg Global Asset Management
Florida
$1.96M -$49.6K -623 -3%
CNB
1445
Camden National Bank
Maine
$1.95M -$12.7K -160 -0.7%
BFC
1446
Bedel Financial Consulting
Indiana
$1.94M -$4.94K -62 -0.3%
WAS
1447
Winch Advisory Services
Wisconsin
$1.94M +$136K +1,704 +8%
BCP
1448
Berkeley Capital Partners
Georgia
$1.94M +$208K +2,612 +13%
SCM
1449
Southport Capital Management
Tennessee
$1.94M +$38K +477 +2%
AAM
1450
Ascension Asset Management
New York
$1.93M -$17.4K -218 -0.9%

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.