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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
AF
1751
Affiance Financial
Minnesota
$1.07M +$18.8K +236 +2%
REMPR
1752
Roof Eidam Maycock Peralta (REMP)
California
$1.06M
CF
1753
Corrigan Financial
Rhode Island
$1.06M -$3.82K -48 -0.4%
MLFP
1754
MPS Loria Financial Planners
Illinois
$1.06M -$39.4K -495 -4%
PA
1755
Perennial Advisors
New York
$1.06M +$73.4K +921 +8%
KC
1756
Kingfisher Capital
North Carolina
$1.06M +$166K +2,080 +19%
BWA
1757
BDO Wealth Advisors
Florida
$1.05M +$275K +3,451 +37%
1832 Asset Management
1758
1832 Asset Management
Ontario, Canada
$1.04M +$43.1K +541 +4%
FPFS
1759
First Personal Financial Services
North Carolina
$1.04M -$257K -3,226 -20%
GEA
1760
Glen Eagle Advisors
New Jersey
$1.04M +$63.3K +794 +7%
Verition Fund Management
1761
Verition Fund Management
Connecticut
$1.04M -$150K -1,882 -13%
BWP
1762
BSW Wealth Partners
Colorado
$1.04M -$35.5K -446 -3%
LOAMS
1763
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M
WG
1764
Winton Group
United Kingdom
$1.03M -$843K -10,586 -46%
DWA
1765
Divergent Wealth Advisors
Utah
$1.03M
TC
1766
Trust Company
Kansas
$1.03M -$33.2K -417 -3%
SFG
1767
StrategIQ Financial Group
Indiana
$1.03M +$209K +2,619 +27%
PP
1768
PDS Planning
Ohio
$1.02M -$80 -1 -0%
CSA
1769
Cottage Street Advisors
Massachusetts
$1.02M
1WA
1770
180 Wealth Advisors
Washington
$1.02M -$30.9K -388 -3%
BI
1771
Bredin Investment
Delaware
$1.02M
RCM
1772
RB Capital Management
Nevada
$1.02M +$21.4K +269 +2%
JFA
1773
Johanson Financial Advisors
California
$1.02M +$47.7K +599 +5%
GAM
1774
Gould Asset Management
California
$1.01M -$7.97K -100 -0.8%
BC
1775
Brinker Capital
Pennsylvania
$1.01M -$29.6K -372 -3%

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.