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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
CS
1451
Comerica Securities
Michigan
$1.93M +$79.1K +993 +4%
FF
1452
Fluent Financial
Texas
$1.93M +$523K +6,567 +39%
WAM
1453
Weatherly Asset Management
California
$1.93M -$4.78K -60 -0.3%
SIMM
1454
Stillwater Investment Management (Minnesota)
Minnesota
$1.93M +$26.2K +329 +1%
PBO
1455
Peoples Bank (Ohio)
Ohio
$1.92M -$116K -1,457 -6%
WFI
1456
West Family Investments
California
$1.92M
MBA
1457
McQueen Ball & Associates
Pennsylvania
$1.91M -$39.9K -501 -2%
BOS
1458
Bingham Osborn & Scarborough
California
$1.91M +$24.9K +313 +1%
FAG
1459
Financial Advisory Group
Texas
$1.91M -$9.96K -125 -0.5%
Loomis, Sayles & Company
1460
Loomis, Sayles & Company
Massachusetts
$1.9M -$12.3M -154,034 -87%
TPWA
1461
TRUE Private Wealth Advisors
Oregon
$1.9M +$76.1K +955 +4%
LAIC
1462
Lederer & Associates Investment Counsel
California
$1.9M +$18.6K +234 +1%
QPWM
1463
Quadrant Private Wealth Management
Pennsylvania
$1.9M +$46.3K +581 +3%
CW
1464
Cobiz Wealth
Colorado
$1.9M -$6.93K -87 -0.4%
TL
1465
Tirschwell & Loewy
New York
$1.9M +$82.1K +1,031 +5%
AAMU
1466
AEGON Asset Management (UK)
United Kingdom
$1.88M +$677K +8,493 +60%
WOC
1467
West Oak Capital
California
$1.88M -$17.9K -225 -1%
PH
1468
Pinnacle Holdings
Oklahoma
$1.88M -$13.1K -165 -0.7%
EHWM
1469
Eads & Heald Wealth Management
Georgia
$1.88M +$61.7K +774 +4%
MIM
1470
Montgomery Investment Management
Maryland
$1.86M
LMIM
1471
Lockheed Martin Investment Management
Maryland
$1.86M -$876K -11,000 -33%
PHIMC
1472
Private Harbour Investment Management & Counsel
Ohio
$1.86M +$16.7K +210 +0.9%
CIM
1473
CIM Investment Management
Pennsylvania
$1.85M -$54.1K -679 -3%
FWP
1474
FAS Wealth Partners
Kansas
$1.85M +$17.9K +225 +1%
BP
1475
Ballentine Partners
Massachusetts
$1.85M +$123K +1,550 +7%

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.