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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
FPCM
1576
Financial Partners Capital Management
New York
$1.52M +$10.4K +130 +0.7%
BEAM
1577
Baker Ellis Asset Management
Washington
$1.52M -$14.7K -184 -1%
MA
1578
Mutual Advisors
Nebraska
$1.52M +$439K +5,512 +43%
RGC
1579
Roberts, Glore & Co
Illinois
$1.51M -$17.4K -219 -1%
MA
1580
MCF Advisors
Kentucky
$1.51M -$94.3K -1,183 -6%
RIM
1581
Reliant Investment Management
Tennessee
$1.51M -$73.7K -925 -5%
DWM
1582
Dakota Wealth Management
Florida
$1.51M +$893K +11,208 +160%
WBG
1583
Wharton Business Group
Pennsylvania
$1.5M -$2.55K -32 -0.2%
OCM
1584
Osterweis Capital Management
California
$1.5M
BWFA
1585
Baltimore-Washington Financial Advisors
Maryland
$1.5M -$33.9K -426 -2%
SIAP
1586
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.5M +$157K +1,969 +12%
TC
1587
Truvestments Capital
Florida
$1.49M +$1.44M +18,053 New
WAP
1588
Wealthcare Advisory Partners
Pennsylvania
$1.49M +$86.6K +1,087 +6%
CA
1589
Cortland Associates
Missouri
$1.49M -$62.7K -787 -4%
IDBONY
1590
Israel Discount Bank of New York
New York
$1.49M -$72.3K -907 -5%
SCA
1591
Sippican Capital Advisors
Massachusetts
$1.49M +$61.7K +775 +5%
VCM
1592
Virtue Capital Management
Tennessee
$1.48M +$253K +3,174 +22%
FHC
1593
First Heartland Consultants
Missouri
$1.48M -$394K -4,947 -22%
OIA
1594
OneDigital Investment Advisors
Kansas
$1.48M -$303K -3,808 -9%
GWM
1595
GSB Wealth Management
Connecticut
$1.48M +$205K +2,570 +17%
CCWA
1596
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.48M +$132K +1,657 +10%
TCMG
1597
TSP Capital Management Group
New Jersey
$1.47M -$39.8K -500 -3%
LA
1598
Legacy Advisors
Pennsylvania
$1.47M +$22.5K +283 +2%
EF
1599
Empirical Finance
Pennsylvania
$1.47M -$115K -1,447 -8%
FMLI
1600
Fukoku Mutual Life Insurance
Japan
$1.46M

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.