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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
AL
2126
Arnhold LLC
New York
$433K
PA
2127
Parkside Advisors
California
$433K +$8.05K +101 +2%
VBFG
2128
Vishria Bird Financial Group
Tennessee
$432K +$416K +5,224 New
NFGCM
2129
Norman Fields Gottscho Capital Management
New York
$431K
KPCM
2130
Kings Point Capital Management
New York
$430K -$2.27M -28,502 -85%
CWA
2131
Clarus Wealth Advisors
Arizona
$430K
LAM
2132
Lingohr Asset Management
Germany
$430K
QCM
2133
Quadrant Capital Management
New Jersey
$429K
SCM
2134
Silvant Capital Management
Georgia
$429K +$10K +126 +2%
DIA
2135
Davidson Investment Advisors
Montana
$428K
PC
2136
Port Capital
Illinois
$428K +$25.2K +316 +7%
AGA
2137
Accuvest Global Advisors
Utah
$428K +$372K +4,666 +929%
AC
2138
Addison Capital
Pennsylvania
$427K
JAFL
2139
Jay A. Fishman Ltd
Michigan
$427K
BA
2140
BKS Advisors
Michigan
$425K +$106K +1,331 +35%
IFS
2141
Ifrah Financial Services
Arkansas
$423K
SCA
2142
Stuart Chaussee & Associates
California
$422K +$305K +3,826 +301%
AW
2143
Alpha Windward
Massachusetts
$421K +$7.65K +96 +2%
CW
2144
CreativeOne Wealth
Kansas
$421K +$27.9K +350 +7%
SFSIG
2145
San Francisco Sentry Investment Group
California
$420K -$285K -3,580 -41%
RFWA
2146
RPg Family Wealth Advisory
Massachusetts
$419K -$54.7K -687 -12%
MPPLM
2147
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$419K +$13.6K +171 +3%
MFT
2148
Moisand Fitzgerald Tamayo
Florida
$418K -$7.97K -100 -2%
SGS
2149
Sterling Global Strategies
California
$417K -$82.5K -1,035 -17%
FCAG
2150
First Capital Advisors Group
New Jersey
$415K

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.