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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
LIA
1801
LBMC Investment Advisors
Tennessee
$954K +$3.11K +39 +0.3%
AI
1802
ArchPoint Investors
Florida
$953K +$60.2K +755 +7%
BCA
1803
Bay Colony Advisors
Massachusetts
$953K +$918K +11,525 New
CWM
1804
Connecticut Wealth Management
Connecticut
$952K -$180K -2,254 -16%
RIM
1805
Regent Investment Management
Kentucky
$952K +$11K +138 +1%
WIM
1806
Westside Investment Management
California
$952K +$64.7K +812 +8%
SFWA
1807
Summit Financial Wealth Advisors
Louisiana
$950K -$61.4K -771 -6%
ADL
1808
Asset Dedication LLC
California
$950K +$38.6K +485 +4%
SHA
1809
Seneca House Advisors
Virginia
$948K -$172K -2,161 -16%
LWM
1810
Lyell Wealth Management
California
$947K +$42.4K +532 +5%
KIM
1811
Karpus Investment Management
New York
$945K
OCG
1812
Opus Capital Group
Ohio
$945K
SCM
1813
SOL Capital Management
Maryland
$943K +$37.7K +473 +4%
AssetMark Inc
1814
AssetMark Inc
California
$941K +$13.1K +165 +1%
TAM
1815
Todd Asset Management
Kentucky
$938K
UF
1816
Univest Financial
Pennsylvania
$935K -$260K -3,265 -22%
WC
1817
Whitney & Co
New York
$934K -$39.8K -500 -4%
VFP
1818
Verus Financial Partners
Virginia
$934K -$39K -490 -4%
ACM
1819
Adalta Capital Management
New York
$934K
GBBWRPM
1820
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$931K -$19.4K -243 -2%
TB
1821
Terril Brothers
Missouri
$931K
CG
1822
Corundum Group
Colorado
$930K +$5.66K +71 +0.6%
CVA
1823
Ceredex Value Advisors
Florida
$926K -$486K -6,096 -35%
GRP
1824
Global Retirement Partners
California
$926K +$220K +2,758 +33%
SAM
1825
Shamrock Asset Management
Texas
$919K +$5.34K +67 +0.6%

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.