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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
ATFA
1701
All Terrain Financial Advisors
Minnesota
$1.18M -$17.1K -214 -1%
NFG
1702
Nadler Financial Group
Illinois
$1.18M +$8.29K +104 +0.7%
ODCM
1703
Old Dominion Capital Management
Virginia
$1.18M +$33.4K +419 +3%
WBC
1704
West Branch Capital
Massachusetts
$1.18M +$218K +2,734 +24%
ACA
1705
Anchor Capital Advisors
Massachusetts
$1.18M +$252K +3,166 +29%
TH
1706
Timber Hill
Connecticut
$1.18M -$8.37M -105,081 -88%
PWSG
1707
Pacific Wealth Strategies Group
California
$1.17M +$92.3K +1,158 +9%
PAM
1708
Peak Asset Management
Colorado
$1.17M -$48K -603 -4%
FNBOH
1709
First National Bank of Hutchinson
Kansas
$1.17M -$36.9K -463 -3%
LWM
1710
Lyons Wealth Management
Florida
$1.17M
ANB
1711
Amarillo National Bank
Texas
$1.16M -$1.91K -24 -0.2%
RCA
1712
Rowland Carmichael Advisors
Arizona
$1.16M -$35.2K -442 -3%
ACM
1713
Argyle Capital Management
Pennsylvania
$1.16M +$143K +1,800 +15%
SWA
1714
Sutton Wealth Advisors
Florida
$1.15M -$1.51K -19 -0.1%
AAM
1715
Auxier Asset Management
Oregon
$1.15M -$86.4K -1,084 -7%
MUAMU
1716
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.15M -$1.04M -13,000 -48%
BCM
1717
Beck Capital Management
Texas
$1.15M +$2.23K +28 +0.2%
SC
1718
Slow Capital
California
$1.15M -$37.2K -467 -3%
NGA
1719
Naples Global Advisors
Florida
$1.14M +$182K +2,284 +20%
SG
1720
Somerset Group
Minnesota
$1.13M
LFA
1721
Legacy Financial Advisors
Kentucky
$1.13M -$31.2K -391 -3%
ACM
1722
Academy Capital Management
Texas
$1.12M
PAS
1723
Professional Advisory Services
Florida
$1.12M
TWM
1724
Titus Wealth Management
California
$1.12M
WCAMG
1725
Woodard & Company Asset Management Group
North Carolina
$1.11M -$614K -7,706 -37%

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.