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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
MCMT
1776
Moon Capital Management (Tennessee)
Tennessee
$1.01M -$478 -6 -0%
MWPCG
1777
Measured Wealth Private Client Group
New Hampshire
$1.01M +$972K +12,198 New
SDJVC
1778
St. Denis J. Villere & Co
Louisiana
$1.01M
OCM
1779
Orser Capital Management
Texas
$1.01M -$155K -1,950 -14%
HCIA
1780
Hochman Cole Investment Advisors
Illinois
$1M +$159 +2 +0%
HCA
1781
Heck Capital Advisors
Wisconsin
$1M +$966K +12,121 New
MSFP
1782
Mark Sheptoff Financial Planning
Connecticut
$999K +$1.27K +16 +0.1%
BFG
1783
Barber Financial Group
Kansas
$996K -$102K -1,275 -10%
FAN
1784
Financial Advisors Network
California
$990K +$953K +11,961 New
OFW
1785
Omnia Family Wealth
Florida
$989K +$420K +5,272 +79%
RHJA
1786
Rice Hall James & Associates
California
$988K -$19.9K -250 -2%
HC
1787
Hendley & Co
Ohio
$981K -$32.3K -405 -3%
QCMC
1788
Quantum Capital Management (California)
California
$980K +$22.9K +287 +2%
BWA
1789
Burt Wealth Advisors
Maryland
$977K -$11.5K -144 -1%
EA
1790
Evanston Advisors
Illinois
$975K +$8.84K +111 +1%
FCH
1791
Freestone Capital Holdings
Washington
$975K +$213K +2,669 +29%
UA
1792
Unison Advisors
District of Columbia
$970K +$9.64K +121 +1%
CAC
1793
Certified Advisory Corp
Florida
$969K +$22.6K +284 +2%
GLI
1794
Guardian Life Insurance
New York
$968K +$156K +1,953 +20%
IIM
1795
Ironwood Investment Management
Massachusetts
$967K
NFA
1796
Nuveen Fund Advisors
Illinois
$963K -$729K -9,149 -44%
FDCC
1797
Foster Dykema Cabot & Co
Massachusetts
$961K -$79.8K -1,002 -8%
NCM
1798
Northstar Capital Management
New York
$961K -$7.97K -100 -0.9%
SFA
1799
Stewardship Financial Advisors
Georgia
$961K
PAMG
1800
Patton Albertson Miller Group
Tennessee
$957K +$664K +8,332 +258%

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.