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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
GWCM
2001
Godshalk Welsh Capital Management
Pennsylvania
$610K -$21.9K -275 -4%
Arrowstreet Capital
2002
Arrowstreet Capital
Massachusetts
$606K -$26M -326,278 -98%
MCM
2003
Marathon Capital Management
Maryland
$606K -$39K -490 -6%
WP
2004
WealthShield Partners
North Carolina
$606K -$16.3K -204 -3%
SA
2005
Strategic Advisors
New York
$601K +$35.6K +447 +7%
ACM
2006
Argent Capital Management
Missouri
$598K
MVA
2007
Mount Vernon Associates
Maryland
$596K -$68.3K -857 -11%
SA
2008
Sicart Associates
New York
$596K
IWA
2009
Inspirion Wealth Advisors
Illinois
$596K +$27.9K +350 +5%
SRCM
2010
Swift Run Capital Management
Virginia
$593K +$105K +1,320 +23%
LWA
2011
Lenox Wealth Advisors
New York
$590K -$1.83K -23 -0.3%
SCM
2012
Sterneck Capital Management
Missouri
$590K -$239 -3 -0%
MAA
2013
Mraz Amerine & Associates
California
$590K +$231K +2,900 +69%
CCMW
2014
Cypress Capital Management (Wyoming)
Wyoming
$589K
TFA
2015
Toth Financial Advisory
Virginia
$579K +$1.35K +17 +0.2%
MWM
2016
Mascoma Wealth Management
New Hampshire
$578K -$17.6K -221 -3%
DIM
2017
DC Investments Management
Virginia
$578K +$199K +2,499 +56%
TCM
2018
Traynor Capital Management
Pennsylvania
$577K +$62.1K +779 +12%
FLA
2019
Financial Life Advisors
Texas
$576K -$8.21K -103 -1%
BIA
2020
Biondo Investment Advisors
Pennsylvania
$574K -$2.71K -34 -0.5%
MFWM
2021
Motley Fool Wealth Management
Virginia
$570K -$37K -465 -6%
HPIA
2022
Hamilton Point Investment Advisors
North Carolina
$570K -$9.08K -114 -2%
PWP
2023
Private Wealth Partners
California
$569K -$7.97K -100 -1%
PFC
2024
Phocas Financial Corp
California
$569K
FA
2025
Financial Advantage
Maryland
$567K

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.