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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
CRWM
2051
Castle Rock Wealth Management
California
$531K -$4.62K -58 -0.9%
EBSAM
2052
Eubel Brady & Suttman Asset Management
Ohio
$530K +$717 +9 +0.1%
LCM
2053
Laurion Capital Management
New York
$529K -$3.9M -49,008 -88%
NBG
2054
Nancy B. Gardiner
$529K -$15.9K -200 -3%
SC
2055
Saturna Capital
Washington
$529K
GKIM
2056
GW&K Investment Management
Massachusetts
$528K -$81K -1,017 -14%
DSAM
2057
Dock Street Asset Management
Florida
$527K -$6.93K -87 -1%
MWM
2058
Marietta Wealth Management
Georgia
$523K -$251K -3,145 -33%
CWM
2059
Confluence Wealth Management
Oregon
$519K -$95.4K -1,197 -16%
NCM
2060
New Capital Management
Texas
$518K -$25.5K -320 -5%
KFA
2061
Kelleher Financial Advisors
New York
$518K
IGGA
2062
Iron Gate Global Advisors
Utah
$516K +$75.8K +951 +18%
LFS
2063
Legacy Financial Strategies
Kansas
$515K -$50.4K -633 -9%
WCM
2064
Wealthcare Capital Management
Virginia
$515K -$7.41K -93 -1%
HFA
2065
Huber Financial Advisors
Illinois
$515K +$956 +12 +0.2%
BMCM
2066
Bryn Mawr Capital Management
Pennsylvania
$514K -$38.5K -483 -7%
KJWM
2067
Kiley Juergens Wealth Management
Washington
$512K +$8.21K +103 +2%
Holocene Advisors
2068
Holocene Advisors
New York
$511K -$112K -1,406 -19%
LC
2069
Landaas & Company
Wisconsin
$511K +$398 +5 +0.1%
KIA
2070
Kopp Investment Advisors
Minnesota
$510K -$717 -9 -0.1%
SEIA
2071
Signature Estate & Investment Advisors
California
$509K -$25.7K -322 -5%
AAP
2072
Arax Advisory Partners
Colorado
$509K +$38.9K +488 +9%
ADBIC
2073
A.D. Beadell Investment Counsel
Wisconsin
$508K
FGP
2074
Foyston, Gordon, & Payne
Ontario, Canada
$508K
NCM
2075
Northside Capital Management
Oregon
$507K -$45K -565 -8%

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.