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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
SCA
1676
STALEY CAPITAL ADVISERS
Pennsylvania
$1.24M -$70.8K -889 -6%
JGIA
1677
Jackson Grant Investment Advisers
Connecticut
$1.24M -$127K -1,593 -10%
WA
1678
Wealth Architects
California
$1.24M -$25.1K -315 -2%
WWMSC
1679
Wagner Wealth Management (South Carolina)
South Carolina
$1.23M +$184K +2,309 +18%
AIA
1680
AIMZ Investment Advisors
California
$1.23M +$4.22K +53 +0.4%
FC
1681
Financial Consulate
Maryland
$1.23M -$26.2K -329 -2%
MGAM
1682
McGowan Group Asset Management
Texas
$1.23M -$15.2K -191 -1%
AIM
1683
Assured Investment Management
New York
$1.22M +$1.17M +14,711 +24,934%
SAM
1684
Seelaus Asset Management
New Jersey
$1.22M -$31.9K -400 -3%
MMG
1685
Monetary Management Group
Missouri
$1.22M +$19.9K +250 +2%
EWM
1686
Edge Wealth Management
New York
$1.22M +$147K +1,839 +14%
BCA
1687
Berman Capital Advisors
Georgia
$1.22M +$119K +1,490 +11%
EARNEST Partners
1688
EARNEST Partners
Georgia
$1.22M +$38.7K +486 +3%
LPIC
1689
LeJeune Puetz Investment Counsel
Michigan
$1.21M -$104K -1,300 -8%
GS
1690
Gagnon Securities
New York
$1.21M +$260K +3,269 +29%
TG
1691
TCW Group
California
$1.21M -$1.04M -13,039 -47%
PCMC
1692
Paragon Capital Management (Colorado)
Colorado
$1.21M +$159 +2 +0%
CAM
1693
Covenant Asset Management
New Jersey
$1.21M -$64.5K -810 -5%
CMANY
1694
Capital Management Associates (New York)
New York
$1.2M +$235K +2,950 +25%
RGNCM
1695
R.G. Niederhoffer Capital Management
New York
$1.2M +$1.16M +14,500 New
SFG
1696
Sather Financial Group
Texas
$1.2M +$436K +5,467 +61%
PAS
1697
Partnervest Advisory Services
California
$1.19M +$61.8K +776 +6%
CAM
1698
Close Asset Management
United Kingdom
$1.18M
TL
1699
TrueWealth LLC
Georgia
$1.18M +$24.9K +313 +2%
CAS
1700
Cue Advisory Services
Arizona
$1.18M +$52.3K +657 +5%

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.