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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
PIA
1926
Peachtree Investment Advisors
Georgia
$726K +$68.1K +855 +11%
SFI
1927
SPC Financial Inc
Maryland
$725K +$109K +1,370 +19%
FCT
1928
Family Capital Trust
Massachusetts
$724K
PAG
1929
Pinnacle Advisory Group
Maryland
$723K -$1.19M -14,952 -63%
HHGA
1930
Halbert Hargrove Global Advisors
California
$723K -$92.9K -1,166 -12%
MFW
1931
Mosaic Family Wealth
Missouri
$722K +$11.3K +142 +2%
HPCM
1932
High Pointe Capital Management
Illinois
$721K
WFWM
1933
Wechter Feldman Wealth Management
New Jersey
$720K +$80 +1 +0%
MFS
1934
McNamara Financial Services
Massachusetts
$715K -$24.3K -305 -3%
ZAM
1935
Zevin Asset Management
Massachusetts
$712K -$15.9K -200 -2%
PFM
1936
Probabilities Fund Management
New York
$710K +$80 +1 +0%
PMFA
1937
Plante Moran Financial Advisors
Michigan
$709K -$57.8K -725 -8%
PCMK
1938
Paragon Capital Management (Kansas)
Kansas
$708K +$1.59K +20 +0.2%
BCI
1939
Brinker Capital Investments
Pennsylvania
$706K -$55.9K -701 -8%
IA
1940
Independence Advisors
Pennsylvania
$705K +$239 +3 +0%
TCM
1941
Tributary Capital Management
Nebraska
$703K -$23.9K -300 -3%
EWF
1942
Epstein & White Financial
California
$703K -$11.9K -149 -2%
QIM
1943
Quest Investment Management
Oregon
$703K
WA
1944
Wealthstar Advisors
Texas
$700K -$62.1K -779 -8%
CFA
1945
Cahill Financial Advisors
Minnesota
$698K +$324K +4,064 +93%
CGA
1946
Crescent Grove Advisors
Illinois
$697K +$159 +2 +0%
Two Sigma Investments
1947
Two Sigma Investments
New York
$690K -$114M -1,429,813 -99%
VIA
1948
Vident Investment Advisory
Georgia
$690K -$25K -314 -4%
PWS
1949
Paragon Wealth Strategies
Florida
$689K +$15.5K +194 +2%
ED
1950
Exane Derivatives
France
$688K -$897K -11,257 -57%

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.