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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
WA
1951
Wheatland Advisors
Pennsylvania
$687K
SBA
1952
Secrest Blakey & Associates
North Carolina
$687K +$2.15K +27 +0.3%
PWPS
1953
Pinnacle Wealth Planning Services
Ohio
$686K +$53.2K +668 +9%
CBT
1954
Central Bank & Trust
Kentucky
$685K -$13.7K -172 -2%
DWM
1955
Darwin Wealth Management
Florida
$683K +$21.8K +274 +3%
NFC
1956
Northeast Financial Consultants
Connecticut
$681K -$19.9K -250 -3%
TAM
1957
Trillium Asset Management
Massachusetts
$674K +$2.55K +32 +0.4%
ATIA
1958
American Trust Investment Advisors
New Hampshire
$673K +$167K +2,095 +35%
SIM
1959
Sadoff Investment Management
Wisconsin
$672K +$225K +2,825 +53%
CAL
1960
Capital Analysts LLC
Pennsylvania
$669K +$255K +3,203 +66%
PHAM
1961
Palisades Hudson Asset Management
Florida
$668K -$187K -2,350 -23%
ACP
1962
Aveo Capital Partners
Colorado
$667K -$112K -1,403 -15%
FMT
1963
First Mercantile Trust
Tennessee
$666K +$75.7K +950 +13%
GQG Partners
1964
GQG Partners
Florida
$666K +$642K +8,056 New
CCB
1965
Cutter & Co Brokerage
Missouri
$664K -$7.97K -100 -1%
HF
1966
HRT Financial
New York
$664K +$640K +8,036 New
LRIC
1967
Long Road Investment Counsel
Michigan
$663K -$22K -276 -3%
TFO
1968
Tarbox Family Office
California
$663K +$2.47K +31 +0.4%
TAM
1969
Troy Asset Management
United Kingdom
$662K
LG
1970
LaFleur & Godfrey
Michigan
$660K -$7.97K -100 -1%
HI
1971
Hendershot Investments
Virginia
$660K
UAS
1972
United Asset Strategies
New York
$659K -$6.98M -87,575 -92%
CAG
1973
Csenge Advisory Group
Florida
$658K -$151K -1,898 -19%
RAM
1974
Redmond Asset Management
Virginia
$653K +$91.2K +1,145 +17%
WWM
1975
Windsor Wealth Management
Indiana
$649K -$63.5K -797 -9%

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.