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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
JA
1651
JOYN Advisors
Georgia
$1.3M +$1.04M +13,083 +487%
CA
1652
Calton & Associates
Florida
$1.3M -$641K -8,047 -33%
HCC
1653
Hirtle Callaghan & Co
Pennsylvania
$1.3M
FHB
1654
First Hawaiian Bank
Hawaii
$1.3M +$434K +5,453 +53%
ACM
1655
Armbruster Capital Management
New York
$1.29M +$88.8K +1,115 +8%
RWA
1656
River Wealth Advisors
Pennsylvania
$1.29M -$16.8K -211 -1%
GIM
1657
Greenwich Investment Management
Connecticut
$1.29M
HCM
1658
Hudson Capital Management
New Jersey
$1.29M +$215K +2,699 +21%
AAM
1659
Augustine Asset Management
Florida
$1.29M -$40.6K -509 -3%
SSWM
1660
Sheets Smith Wealth Management
North Carolina
$1.29M -$7.81K -98 -0.6%
RVM
1661
Robinson Value Management
Texas
$1.28M -$27.6K -346 -2%
LIM
1662
Loudon Investment Management
New Hampshire
$1.28M +$123K +1,539 +11%
NEPWA
1663
New England Private Wealth Advisors
Massachusetts
$1.28M +$2.07K +26 +0.2%
HGWM
1664
Harvest Group Wealth Management
Massachusetts
$1.28M -$855K -10,730 -41%
CHA
1665
Carmichael Hill & Associates
Maryland
$1.27M -$4.3K -54 -0.4%
DAM
1666
Doheny Asset Management
California
$1.27M +$97.6K +1,225 +9%
JCM
1667
Jacobi Capital Management
Pennsylvania
$1.27M +$11.8K +148 +1%
PP
1668
PagnatoKarp Partners
Virginia
$1.26M +$22.9K +287 +2%
EML
1669
Eos Management LP
New York
$1.26M
PD
1670
Planning Directions
Pennsylvania
$1.26M -$5.74K -72 -0.5%
ABP
1671
Arthur B. Page
$1.25M -$431K -5,405 -26%
AFP
1672
Ausdal Financial Partners
Iowa
$1.25M -$33.8K -424 -3%
MC
1673
Miles Capital
Iowa
$1.24M -$299K -3,757 -20%
BBA
1674
Braun-Bostich & Associates
Pennsylvania
$1.24M +$47.2K +593 +4%
RC
1675
RBF Capital
California
$1.24M +$1.2M +15,000 New

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.