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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
SFP
1876
Shepherd Financial Partners
Massachusetts
$796K +$174K +2,186 +29%
RAM
1877
Roanoke Asset Management
New Jersey
$792K -$3.98K -50 -0.5%
GAM
1878
Garrison Asset Management
Arkansas
$791K -$876 -11 -0.1%
FNBSF
1879
First National Bank Sioux Falls
South Dakota
$790K -$32.5K -408 -4%
CA
1880
Cambridge Advisors
Nebraska
$788K +$876 +11 +0.1%
SCC
1881
Spring Creek Capital
Kansas
$787K +$758K +9,509 New
DLG
1882
Daniel L. Goodwin
$786K
AAS
1883
Annex Advisory Services
Wisconsin
$785K -$29.9K -375 -4%
AMG
1884
Advisors Management Group
Wisconsin
$783K +$2.15K +27 +0.3%
RTS
1885
Round Table Services
New Jersey
$783K +$32.8K +412 +5%
ACM
1886
Ativo Capital Management
Illinois
$782K -$55.7K -699 -7%
TIA
1887
Tandem Investment Advisors
South Carolina
$782K +$87.2K +1,094 +13%
WI
1888
Wintrust Investments
Illinois
$778K +$140K +1,755 +23%
MHI
1889
Miller Howard Investments
New York
$777K -$4.28M -53,695 -85%
PAA
1890
Peregrine Asset Advisers
Oregon
$777K
IRC
1891
Investors Research Corp
Georgia
$777K +$749K +9,396 New
BAM
1892
Bruderman Asset Management
New York
$775K -$99.8K -1,252 -12%
WIA
1893
Westbourne Investment Advisors
Maryland
$774K -$193K -2,420 -21%
ZF
1894
Zhang Financial
Michigan
$774K +$239 +3 +0%
NIM
1895
Nexus Investment Management
Ontario, Canada
$772K
BMM
1896
Berkshire Money Management
Massachusetts
$771K +$558 +7 +0.1%
WMC
1897
Westwood Management Corporation
Illinois
$770K
FC
1898
Ferris Capital
Massachusetts
$770K +$11.6K +145 +2%
PCTC
1899
Perkins Coie Trust Company
Washington
$768K -$22.8K -286 -3%
SSA
1900
South Street Advisors
New York
$765K -$10.4K -130 -1%

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.