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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
JMPWA
151
JP Morgan Private Wealth Advisors
California
$116M +$1.67M +20,908 +2%
UH
152
Unigestion Holding
Switzerland
$115M +$111M +1,389,745 New
GIBU
153
Gulf International Bank (UK)
United Kingdom
$113M +$2.37M +29,727 +2%
Nomura Asset Management
154
Nomura Asset Management
Japan
$109M +$5.22M +65,551 +5%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$108M +$7.25M +91,049 +7%
CI
156
Cincinnati Insurance
Ohio
$107M
JFL
157
Jarislowsky, Fraser Ltd
Quebec, Canada
$106M -$3.66M -45,929 -3%
CB
158
Cooke & Bieler
Pennsylvania
$106M +$1.24M +15,548 +1%
UCFA
159
United Capital Financial Advisors
Texas
$105M +$217K +2,722 +0.2%
DA
160
Doliver Advisors
Texas
$105M +$1.69M +21,177 +2%
MSL
161
Mackay Shields LLC
New York
$104M -$9.11M -114,291 -8%
LPL Financial
162
LPL Financial
California
$104M +$3.03M +38,022 +3%
SOMRS
163
State of Michigan Retirement System
Michigan
$104M +$478K +6,000 +0.5%
Lazard Asset Management
164
Lazard Asset Management
New York
$103M -$87M -1,091,681 -47%
MIM
165
MetLife Investment Management
New Jersey
$103M -$2.3M -28,815 -2%
SC
166
SRB Corp
Massachusetts
$103M +$276K +3,468 +0.3%
SLAM
167
Swiss Life Asset Management
$103M +$9.61M +120,553 +11%
Luther King Capital Management (LKCM)
168
Luther King Capital Management (LKCM)
Texas
$102M -$3.37M -42,328 -3%
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$99.3M +$9.03M +113,290 +10%
FAF
170
Fjarde Ap-fonden
Sweden
$97.5M +$1.5M +18,852 +2%
Robeco Institutional Asset Management
171
Robeco Institutional Asset Management
Netherlands
$96.5M -$3.32M -41,617 -3%
Capital World Investors
172
Capital World Investors
California
$95.1M +$91.6M +1,150,000 New
HTC
173
Haverford Trust Company
Pennsylvania
$93.8M -$651K -8,171 -0.7%
ORIO
174
Old Republic International (ORI)
Illinois
$93M +$8.21M +103,000 +10%
ASRS
175
Arizona State Retirement System
Arizona
$92.2M -$375K -4,702 -0.4%

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.