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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
BWM
1626
Baystate Wealth Management
Massachusetts
$1.37M -$845K -10,607 -39%
RIA
1627
Regal Investment Advisors
Michigan
$1.37M -$1.9M -23,815 -59%
DWM
1628
Dorchester Wealth Management
Quebec, Canada
$1.37M -$47.8K -600 -3%
AWA
1629
ARS Wealth Advisors
Florida
$1.37M +$362K +4,539 +38%
SWP
1630
Strategic Wealth Partners
Ohio
$1.36M -$101K -1,263 -7%
KA
1631
Klingman & Associates
New York
$1.36M -$37.2K -467 -3%
UC
1632
Unio Capital
New Jersey
$1.36M +$23.1K +290 +2%
DAM
1633
Diamant Asset Management
Connecticut
$1.35M -$79.7K -1,000 -6%
BKA
1634
Brick & Kyle Associates
Pennsylvania
$1.35M -$51.8K -650 -4%
CL
1635
CPWM LLC
Washington
$1.35M +$5.5K +69 +0.4%
CP
1636
Camelot Portfolios
Ohio
$1.34M -$2.23K -28 -0.2%
CF
1637
CNA Financial
Illinois
$1.34M
EWM
1638
Elmwood Wealth Management
California
$1.34M -$33.9K -425 -3%
CT
1639
CPF Texas
Texas
$1.34M -$593K -7,447 -31%
BDWM
1640
Brewin Dolphin Wealth Management
Ireland
$1.34M
BHTS
1641
Bar Harbor Trust Services
Maine
$1.34M +$3.98K +50 +0.3%
AAM
1642
Azzad Asset Management
Virginia
$1.34M -$11.2K -140 -0.9%
SNBOSD
1643
Security National Bank of So Dak
Iowa
$1.33M +$7.25K +91 +0.6%
GC
1644
Garde Capital
Washington
$1.32M
AWCI
1645
Alpine Woods Capital Investors
New York
$1.32M -$1.2M -15,000 -49%
B
1646
Bellecapital
Switzerland
$1.31M +$478K +6,000 +61%
RA
1647
RFG Advisory
Alabama
$1.31M +$160K +2,012 +15%
SSG
1648
Summit Securities Group
New York
$1.31M +$1.26M +15,800 New
CIA
1649
Cascade Investment Advisors
Oregon
$1.31M -$328K -4,115 -21%
VNIM
1650
Vaughan Nelson Investment Management
Texas
$1.3M

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.