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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
BE
1501
Bonness Enterprises
District of Columbia
$1.75M
WA1
1502
Wimmer Associates 1
California
$1.75M -$19.4K -243 -1%
MIAN
1503
Mariner Independent Advisor Network
Kansas
$1.74M -$27.3M -342,273 -94%
SJIM
1504
St. Johns Investment Management
Florida
$1.74M -$35K -439 -2%
WAM
1505
Wolverine Asset Management
Illinois
$1.74M +$219K +2,749 +15%
PWA
1506
Providence Wealth Advisors
Illinois
$1.74M +$3.9K +49 +0.2%
MCM
1507
Mengis Capital Management
Oregon
$1.73M +$131K +1,650 +9%
FMTCOCP
1508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.72M +$64.9K +814 +4%
FAM
1509
Foothills Asset Management
Arizona
$1.72M
DBRC
1510
D.B. Root & Company
Pennsylvania
$1.72M -$82.5K -1,036 -5%
ECM
1511
Elgethun Capital Management
South Dakota
$1.72M -$200K -2,513 -11%
JFA
1512
JNBA Financial Advisors
Minnesota
$1.72M -$18.4K -231 -1%
CCM
1513
Crossvault Capital Management
Texas
$1.72M -$11K -138 -0.7%
MCM
1514
Monument Capital Management
Virginia
$1.72M +$1.47M +18,465 +808%
FPCP
1515
Fort Point Capital Partners
California
$1.71M -$194K -2,429 -11%
AIM
1516
Aspen Investment Management
Michigan
$1.71M +$404K +5,067 +33%
WC
1517
Weil Company
California
$1.71M -$5.18K -65 -0.3%
CHA
1518
Cedar Hill Associates
Illinois
$1.71M -$52.3K -657 -3%
KFGK
1519
Keystone Financial Group (Kentucky)
Kentucky
$1.7M +$95.1K +1,194 +6%
SFG
1520
SNS Financial Group
Minnesota
$1.7M -$78.3K -983 -5%
PV
1521
Private Vista
Illinois
$1.69M +$369K +4,632 +29%
MBT
1522
Monroe Bank & Trust
Michigan
$1.69M -$24K -301 -1%
Kovitz Investment Group Partners
1523
Kovitz Investment Group Partners
Illinois
$1.69M -$140K -1,758 -8%
FWM
1524
Focused Wealth Management
New York
$1.68M -$469K -5,881 -22%
LCM
1525
Leisure Capital Management
California
$1.68M -$609K -7,646 -27%

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.