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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
RCM
1826
RNC Capital Management
California
$918K -$596K -7,475 -40%
CG
1827
Clinton Group
New York
$913K +$879K +11,036 New
TFF
1828
The Family Firm
Maryland
$909K -$122K -1,535 -12%
GTAM
1829
Global Trust Asset Management
Florida
$908K -$2.79K -35 -0.3%
CAN
1830
Claraphi Advisory Network
United States
$907K -$85.6K -1,074 -9%
CPO
1831
Cerity Partners OCIO
New York
$901K -$47.4K -595 -5%
CI
1832
CAZ Investments
Texas
$898K
SAMC
1833
Spectrum Asset Management (California)
California
$897K -$14.3K -180 -2%
DK
1834
Darrell & King
Virginia
$896K -$59.4K -745 -6%
HRC
1835
Hoertkorn Richard Charles
$894K
BOS
1836
Bank of Stockton
California
$893K
KCM
1837
Kendall Capital Management
Maryland
$892K -$54.6K -685 -6%
WAM
1838
Winslow Asset Management
Ohio
$892K
RGIA
1839
Rainier Group Investment Advisory
Washington
$891K -$226K -2,833 -21%
SIA
1840
Starfire Investment Advisers
Michigan
$890K
EDRIA
1841
Edmonds Duncan Registered Investment Advisors
Kansas
$889K -$44.6K -560 -5%
LB
1842
Landmark Bank
Missouri
$885K +$852K +10,699 New
LSAG
1843
Lake Street Advisors Group
New Hampshire
$875K -$4.14K -52 -0.5%
JIP
1844
Jaffetilchin Investment Partners
Florida
$873K +$15.1K +189 +2%
AWP
1845
Ascent Wealth Partners
New York
$873K +$22.1K +277 +3%
HAC
1846
Harbor Advisory Corp
New Hampshire
$873K +$92.7K +1,164 +12%
NIC
1847
Northwest Investment Counselors
Oregon
$871K +$24.3K +305 +3%
CC
1848
Cedar Capital
Illinois
$868K +$110K +1,384 +15%
CWM
1849
Circle Wealth Management
New Jersey
$867K +$2.95K +37 +0.4%
PNAA
1850
Pictet North America Advisors
Switzerland
$860K -$63.7K -800 -7%

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.