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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
OIA
1601
Optimum Investment Advisors
Illinois
$1.46M -$6.05K -76 -0.4%
TODC
1602
Trustees of Dartmouth College
New Hampshire
$1.46M
LA
1603
LexAurum Advisors
Kansas
$1.45M -$30.9K -388 -2%
CASB
1604
Cape Ann Savings Bank
Massachusetts
$1.45M +$1.41M +17,671 New
MCP
1605
Martin Capital Partners
Oregon
$1.45M -$20.2K -253 -1%
LD
1606
Lipe & Dalton
New York
$1.44M +$9.72K +122 +0.7%
SAM
1607
Security Asset Management
New York
$1.43M -$12.3K -154 -0.9%
CCMT
1608
CMT Capital Markets Trading
Germany
$1.43M +$919K +11,529 +199%
SXL
1609
Summit X LLC
Missouri
$1.43M -$286K -3,585 -17%
FA
1610
Fagan Associates
New York
$1.43M +$16.6K +208 +1%
SP
1611
Successful Portfolios
Florida
$1.43M -$7.09K -89 -0.5%
HFA
1612
High Falls Advisors
New York
$1.43M +$2.71K +34 +0.2%
PRHC
1613
P.R. Herzig & Co
New York
$1.42M -$139K -1,745 -9%
BONST
1614
Bank of Nova Scotia Trust
Ontario, Canada
$1.42M -$49.8K -625 -4%
MKC
1615
M. Kraus & Co
Vermont
$1.42M -$12K -150 -0.9%
MIC
1616
Meridian Investment Counsel
California
$1.42M +$398 +5 +0%
FCFC
1617
First Commonwealth Financial Corp
Pennsylvania
$1.41M -$156K -1,963 -10%
AFM
1618
Abbot Financial Management
Massachusetts
$1.4M -$53.8K -675 -4%
KBG
1619
Kahn Brothers Group
New York
$1.4M
Barrow, Hanley, Mewhinney & Strauss
1620
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.4M +$39.3K +493 +3%
NEPPG
1621
New England Professional Planning Group
Rhode Island
$1.39M -$185K -2,324 -12%
IWC
1622
Integrated Wealth Concepts
Massachusetts
$1.38M +$10.2K +128 +0.8%
GGI
1623
Godsey & Gibb Inc
Virginia
$1.38M -$690K -8,658 -34%
RIG
1624
Roosevelt Investment Group
New York
$1.38M -$46.4K -582 -3%
RWM
1625
Ritholtz Wealth Management
New York
$1.37M -$61.6K -773 -4%

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.