We are live on ! Find out more
XOM icon

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
TFS
1476
TrustCore Financial Services
Tennessee
$1.85M +$40.4K +507 +2%
KFBMI
1477
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.84M
KLWA
1478
Kelly Lawrence W & Associates
California
$1.84M -$2.15K -27 -0.1%
CWM
1479
Chesapeake Wealth Management
Virginia
$1.84M +$76.6K +961 +5%
CNAM
1480
Campbell Newman Asset Management
Wisconsin
$1.83M -$427K -5,358 -19%
EWM
1481
Evermay Wealth Management
Virginia
$1.83M -$147K -1,851 -8%
NL
1482
NWAM LLC
Washington
$1.83M +$28.9K +363 +2%
WI
1483
Wedgewood Investors
Pennsylvania
$1.83M +$5.98K +75 +0.3%
SCA
1484
Stokes Capital Advisors
South Carolina
$1.82M +$25.1K +315 +1%
ACS
1485
Archford Capital Strategies
Illinois
$1.82M -$557K -6,996 -24%
SSP
1486
Sapphire Star Partners
Washington
$1.82M -$15.9K -199 -0.9%
DR
1487
Davis Rea
Ontario, Canada
$1.81M -$204K -2,565 -10%
IG
1488
ING Group
Netherlands
$1.8M -$72.7M -912,894 -98%
SAMH
1489
Shanda Asset Management Holdings
British Virgin Islands
$1.8M
KA
1490
Kovack Advisors
Florida
$1.79M -$830K -10,415 -32%
BDS
1491
Banco de Sabadell
Florida
$1.79M -$226K -2,832 -12%
WCM
1492
Windsor Capital Management
Arizona
$1.79M -$19.4K -244 -1%
CP
1493
Coho Partners
Pennsylvania
$1.78M +$58.2K +730 +4%
SAM
1494
SignalPoint Asset Management
Missouri
$1.78M -$197K -2,468 -10%
SL
1495
Summitry LLC
California
$1.78M +$57.3K +719 +3%
BDF
1496
Balasa Dinverno & Foltz
$1.78M +$19.4K +244 +1%
CM
1497
CoreCommodity Management
Connecticut
$1.78M +$815K +10,235 +91%
Koshinski Asset Management
1498
Koshinski Asset Management
Illinois
$1.77M -$48.7K -611 -3%
HWM
1499
Highwater Wealth Management
Colorado
$1.77M
EIA
1500
Edgemoor Investment Advisors
Maryland
$1.76M -$5.58K -70 -0.3%

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.