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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
NL
2026
NVWM LLC
Pennsylvania
$564K +$19.2K +241 +4%
RPAM
2027
Rhenman & Partners Asset Management
Sweden
$563K -$137K -1,722 -20%
Credit Agricole
2028
Credit Agricole
France
$561K -$421K -5,286 -44%
SIAS
2029
Shine Investment Advisory Services
Colorado
$561K +$58.7K +737 +12%
ICOM
2030
Investment Counselors of Maryland
Maryland
$559K
EAMA
2031
EFG Asset Management (Americas)
Florida
$557K +$22.7K +285 +4%
NA
2032
Navellier & Associates
Nevada
$552K -$42.4K -532 -7%
IWA
2033
Intercontinental Wealth Advisors
Texas
$551K -$135K -1,694 -20%
SIM
2034
SSI Investment Management
California
$551K -$98.2K -1,232 -16%
OIWM
2035
OptiFour Integrated Wealth Management
Virginia
$549K -$226K -2,840 -30%
SC
2036
Sawyer & Company
Massachusetts
$549K
SCP
2037
Sandhill Capital Partners
New York
$547K +$25.7K +322 +5%
MSA
2038
Marino Stram & Associates
Massachusetts
$546K -$104K -1,304 -16%
JFM
2039
Jackson Financial Management
California
$546K +$271K +3,404 +106%
TI
2040
Truepoint Inc
Ohio
$545K +$499K +6,259 +1,874%
MWM
2041
Meridian Wealth Management
Kentucky
$542K +$169K +2,122 +48%
KTA
2042
Keeley-Teton Advisors
Illinois
$541K -$6.69K -84 -1%
BWM
2043
BigSur Wealth Management
Florida
$539K
HCM
2044
HMS Capital Management
Tennessee
$539K +$161K +2,025 +45%
SAS
2045
Stelac Advisory Services
New York
$536K +$259K +3,250 +101%
WCM
2046
Weatherstone Capital Management
Colorado
$535K -$31.5K -395 -6%
NFG
2047
Nations Financial Group
Iowa
$534K -$59.4K -746 -10%
B
2048
Brightworth
Georgia
$532K -$943K -11,831 -65%
HCM
2049
Hollencrest Capital Management
California
$532K -$160K -2,013 -24%
WGCA
2050
Wolf Group Capital Advisors
Virginia
$531K -$2.34M -29,390 -82%

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.