We are live on ! Find out more
XOM icon

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
PIM
1851
Profit Investment Management
Maryland
$855K
FBA
1852
Front Barnett Associates
Illinois
$854K
CCM
1853
Compass Capital Management
Minnesota
$851K -$50.4K -633 -6%
SCM
1854
Salem Capital Management
Massachusetts
$844K -$77.9K -978 -9%
NED
1855
Nancy E. Dempze
$842K +$12.3K +155 +2%
TCCM
1856
Timber Creek Capital Management
Massachusetts
$839K -$12K -150 -1%
HFA
1857
HC Financial Advisors
California
$836K -$69.4K -871 -8%
VIG
1858
Vienna Insurance Group
Poland
$835K +$21.1K +265 +3%
AWM
1859
AllSquare Wealth Management
New York
$834K +$9.4K +118 +1%
AFIA
1860
America First Investment Advisors
Nebraska
$833K
GCM
1861
Glaxis Capital Management
Florida
$827K +$797K +10,000 New
WMSA
1862
Weiss Multi-Strategy Advisers
New York
$827K +$797K +10,000 New
CWA
1863
Cypress Wealth Advisors
California
$825K -$4.22K -53 -0.5%
PO
1864
Private Ocean
California
$824K -$15.1K -190 -2%
FIG
1865
FundX Investment Group
California
$824K
KWILP
1866
Kiwi Wealth Investments Limited Partnership
New Zealand
$823K +$328K +4,123 +71%
HCM
1867
Hilton Capital Management
New York
$819K +$2.39K +30 +0.3%
KA
1868
Kaizen Advisory
Illinois
$817K +$462K +5,799 +142%
PG
1869
Proffitt & Goodson
Tennessee
$816K -$64.2K -806 -8%
PFGIA
1870
Patriot Financial Group Insurance Agency
Massachusetts
$812K -$405K -5,079 -34%
MIM
1871
Miller Investment Management
Pennsylvania
$812K
ACG
1872
Allen Capital Group
Nebraska
$812K +$305K +3,833 +64%
BCIM
1873
Bishop & Co Investment Management
Pennsylvania
$812K +$782K +9,820 New
OSNBOA
1874
Old Second National Bank of Aurora
Illinois
$800K -$191K -2,400 -20%
SMFS
1875
Squar Milner Financial Services
California
$797K +$57.4K +720 +8%

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.