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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
FFW
1976
Fusion Family Wealth
New York
$649K +$80 +1 +0%
SCM
1977
Stordahl Capital Management
Colorado
$647K
VCWA
1978
Vanguard Capital Wealth Advisors
Colorado
$647K +$323K +4,050 +107%
SCI
1979
Stableford Capital II
Arizona
$645K -$10.4K -130 -2%
IUHSA
1980
Itau Unibanco Holding S.A.
Brazil
$645K +$563K +7,070 +944%
BCWM
1981
Blue Chip Wealth Management
Florida
$644K -$24.8K -311 -4%
CA
1982
Cynosure Advisors
Utah
$644K -$16.8K -211 -3%
EIG
1983
Ellenbecker Investment Group
Wisconsin
$638K -$36.7K -461 -6%
RVPG
1984
Relative Value Partners Group
$636K
GFP
1985
Gryphon Financial Partners
Ohio
$635K -$4.94K -62 -0.8%
DOA
1986
D'Orazio & Associates
Virginia
$635K +$717 +9 +0.1%
BCM
1987
Brookmont Capital Management
Texas
$634K -$51.8K -650 -8%
BI
1988
Ballast Inc
Kentucky
$632K -$182K -2,284 -23%
RPA
1989
Rock Point Advisors
Vermont
$632K -$7.97K -100 -1%
WTFG
1990
Wells Trecaso Financial Group
Ohio
$627K +$13.7K +172 +2%
PA
1991
Probity Advisors
Texas
$627K +$100K +1,257 +20%
ACM
1992
AlphaStar Capital Management
North Carolina
$626K +$378K +4,742 +168%
RW
1993
REDW Wealth
New Mexico
$625K +$13.3K +167 +2%
CAM
1994
Concorde Asset Management
Michigan
$622K +$32.9K +413 +6%
NEAM
1995
New England Asset Management
Connecticut
$622K +$599K +7,514 New
KP
1996
Keel Point
Alabama
$620K -$112K -1,405 -16%
AIM
1997
Arcadia Investment Management
Michigan
$620K
PAWC
1998
P.A.W. Capital
Connecticut
$620K +$598K +7,500 New
QCIG
1999
Quad-Cities Investment Group
Iowa
$616K -$17.1K -215 -3%
SLA
2000
Silver Lake Advisory
Utah
$613K -$221K -2,775 -27%

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.