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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
FCMC
1901
Founders Capital Management (Connecticut)
Connecticut
$765K +$19.9K +250 +3%
OPA
1902
Old Port Advisors
Maine
$756K +$729K +9,144 New
AI
1903
Accredited Investors
Minnesota
$755K +$17.1K +214 +2%
FBFS
1904
First Business Financial Services
Wisconsin
$755K +$48.1K +604 +7%
PCM
1905
Perritt Capital Management
Illinois
$753K
FSCM
1906
Front Street Capital Management
Montana
$749K +$51.1K +641 +8%
WPA
1907
West Paces Advisors
Georgia
$748K -$241K -3,029 -25%
RBCM
1908
Raub Brock Capital Management
California
$748K -$79.7K -1,000 -10%
CMTU
1909
Capital Markets Trading (UK)
United Kingdom
$746K +$719K +9,018 New
CS
1910
Credential Securities
$746K -$41.1K -516 -5%
MC
1911
Mathes Company
New York
$745K -$15.1K -190 -2%
CA
1912
Centerpoint Advisors
Massachusetts
$745K +$15.3K +192 +2%
LG
1913
Leuthold Group
Minnesota
$744K +$716K +8,988 New
MM
1914
Meridian Management
Arkansas
$743K
BO
1915
BRR OpCo
Ohio
$737K -$112K -1,408 -14%
BCM
1916
Breiter Capital Management
Florida
$736K +$25.8K +324 +4%
HPWM
1917
Highland Private Wealth Management
Washington
$733K +$706K +8,860 New
LGC
1918
Laurel Grove Capital
California
$732K +$3.98K +50 +0.6%
CCM
1919
Carlson Capital Management
Minnesota
$732K +$8.29K +104 +1%
LK
1920
Lumbard & Kellner
New Hampshire
$728K -$4.94K -62 -0.7%
CPA
1921
Clear Perspective Advisors
Illinois
$728K +$10.2K +128 +1%
LFR
1922
Lehman Financial Resources
Pennsylvania
$727K +$27.2K +341 +4%
MAM
1923
Mastrapasqua Asset Management
Tennessee
$726K -$11.3K -142 -2%
GHAM
1924
Gilman Hill Asset Management
Connecticut
$726K -$3.58K -45 -0.5%
MPM
1925
Meritage Portfolio Management
Kansas
$726K +$28.5K +358 +4%

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.