We are live on ! Find out more
XOM icon

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
RIS
2076
Retirement Income Solutions
Michigan
$506K -$106K -1,325 -18%
AWA
2077
AmeriServ Wealth Advisors
Pennsylvania
$506K +$956 +12 +0.2%
CAW
2078
Cornerstone Advisors (Washington)
Washington
$506K +$21.4K +268 +5%
HCM
2079
Heathbridge Capital Management
Ontario, Canada
$505K +$99.6K +1,250 +26%
CHA
2080
Cooper/Haims Advisors
New York
$500K +$70.3K +882 +17%
AFS
2081
Amtrust Financial Services
New York
$496K
LFM
2082
Lumina Fund Management
New York
$496K
LFG
2083
Larson Financial Group
Missouri
$496K +$239 +3 +0.1%
DC
2084
DeDora Capital
California
$494K +$478 +6 +0.1%
DA
2085
Dillon & Associates
Michigan
$492K -$46.1K -578 -9%
B
2086
Bridgeworth
Alabama
$492K -$1.75K -22 -0.4%
DPI
2087
Diversified Portfolios Inc
Michigan
$491K -$13.3K -167 -3%
RCS
2088
Retirement Capital Strategies
California
$489K -$159K -2,000 -25%
PFO
2089
Pathstone Family Office
New Jersey
$489K -$26K -326 -5%
MWP
2090
Moller Wealth Partners
$487K
IC
2091
Intersect Capital
California
$486K +$13.9K +175 +3%
SIA
2092
SeaBridge Investment Advisors
New Jersey
$484K
NIMC
2093
NWQ Investment Management Company
California
$483K -$32.6K -409 -7%
BLAM
2094
Bourne Lent Asset Management
New York
$483K
LFA
2095
Landmark Financial Advisors
Kentucky
$482K +$18.4K +231 +4%
LFG
2096
LifePlan Financial Group
Ohio
$481K -$717 -9 -0.2%
AAM
2097
American Asset Management
Florida
$481K +$197K +2,475 +74%
CA
2098
CapWealth Advisors
Tennessee
$480K -$4.38K -55 -0.9%
AFM
2099
Andesa Financial Management
Pennsylvania
$479K +$7.81K +98 +2%
SFC
2100
SYM Financial Corp
Indiana
$477K -$103K -1,296 -18%

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.