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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
SIG
2151
Schaller Investment Group
North Carolina
$414K
CI
2152
Clal Insurance
Israel
$414K +$398K +5,000 New
FSA
2153
Financial Sense Advisors
California
$411K -$66.4K -833 -14%
TW
2154
Towerpoint Wealth
California
$411K +$23.9K +300 +6%
RHFI
2155
Reilly Herbert Faulkner III
$408K +$2.23K +28 +0.6%
BRC
2156
Bell Rock Capital
Delaware
$407K -$33.1K -416 -8%
BA
2157
Ballew Advisors
Mississippi
$407K +$876 +11 +0.2%
PGWM
2158
Parisi Gray Wealth Management
New Jersey
$403K -$655K -8,216 -63%
ICM
2159
IMS Capital Management
Oregon
$402K -$118K -1,481 -23%
RPGK
2160
Retirement Planning Group (Kansas)
Kansas
$402K -$47.8K -600 -11%
AIP
2161
ARS Investment Partners
New York
$402K -$27.9K -350 -7%
SHJ
2162
Sharkey, Howes & Javer
Colorado
$402K -$7.97K -100 -2%
CWSR
2163
Chessman Wealth Strategies RIA
Texas
$402K +$80 +1 +0%
ORI
2164
Oak Ridge Investments
Illinois
$401K +$25.9K +325 +7%
AMG
2165
Asset Management Group
Connecticut
$399K -$26.2K -329 -6%
RA
2166
Rational Advisors
New York
$397K -$221K -2,769 -37%
SIC
2167
SFE Investment Counsel
California
$397K +$42.4K +532 +12%
PK
2168
Pflug Koory
Nebraska
$396K -$135K -1,700 -26%
AIA
2169
Arbor Investment Advisors
North Carolina
$394K +$1.04K +13 +0.3%
CWM
2170
Catamount Wealth Management
Connecticut
$392K +$69K +866 +21%
NIT
2171
NumerixS Investment Technologies
British Columbia, Canada
$388K -$1.22M -15,361 -76%
DAM
2172
Deltec Asset Management
New York
$386K -$1.59M -20,000 -81%
BC
2173
Bruce & Co
Illinois
$386K
WLIM
2174
White Lighthouse Investment Management
Massachusetts
$386K
SIS
2175
Sound Income Strategies
Florida
$386K +$7.57K +95 +2%

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.