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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
AFS
1526
Access Financial Services
Minnesota
$1.67M -$1.99K -25 -0.1%
NFG
1527
NewFocus Financial Group
Washington
$1.66M +$12.3K +155 +0.8%
AF
1528
AMG Funds
Connecticut
$1.66M -$239K -2,996 -13%
NJBEST
1529
New Jersey Better Educational Savings Trust
New Jersey
$1.66M
HCP
1530
Holt Capital Partners
Texas
$1.65M +$261K +3,277 +20%
WIP
1531
Wellesley Investment Partners
Massachusetts
$1.65M +$86.4K +1,084 +6%
CAM
1532
Chesapeake Asset Management
New York
$1.65M -$51K -640 -3%
GF
1533
Goodman Financial
Texas
$1.65M -$35.9K -450 -2%
GIP
1534
Greatmark Investment Partners
Georgia
$1.64M +$38.3K +481 +2%
AMM
1535
American Money Management
California
$1.64M -$428K -5,377 -21%
AEPG
1536
American Economic Planning Group
New Jersey
$1.64M +$11.3K +142 +0.7%
AAIM
1537
American Assets Investment Management
California
$1.64M +$398K +5,000 +33%
CHP
1538
Cable Hill Partners
Oregon
$1.64M -$242K -3,034 -13%
BCP
1539
Blackhawk Capital Partners
Wisconsin
$1.64M +$1.53M +19,172 +3,158%
AIA
1540
Armor Investment Advisors
North Carolina
$1.64M -$7.81K -98 -0.5%
IAS
1541
IMA Advisory Services
Colorado
$1.63M -$208K -2,609 -12%
BCM
1542
Blume Capital Management
California
$1.63M -$23.4K -294 -1%
NC
1543
NewSquare Capital
Pennsylvania
$1.63M +$175K +2,194 +12%
CSM
1544
CAMG Solamere Management
North Carolina
$1.63M +$245K +3,074 +18%
JAM
1545
Jolley Asset Management
North Carolina
$1.63M -$42.6K -535 -3%
BW
1546
Bison Wealth
Georgia
$1.62M -$38.6K -484 -2%
BWAM
1547
Boyd Watterson Asset Management
Ohio
$1.62M -$5.18K -65 -0.3%
AIM
1548
Acropolis Investment Management
Missouri
$1.61M -$592K -7,428 -28%
AWM
1549
Avitas Wealth Management
California
$1.61M +$1.55M +19,478 New
OKSA
1550
O'Keefe Stevens Advisory
New York
$1.61M +$10K +126 +0.7%

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.