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
CI
2176
CX Institutional
Indiana
$386K +$371K +4,661 New
BPCE
2177
Bank Pictet & Cie (Europe)
Germany
$385K -$159K -2,000 -30%
MCM
2178
MV Capital Management
Maryland
$385K +$1.11K +14 +0.3%
KF
2179
Krilogy Financial
Missouri
$383K -$15.8K -198 -4%
TA
2180
Trellis Advisors
Washington
$381K -$54.3K -681 -13%
SRC
2181
Stone Run Capital
New York
$379K
XSC
2182
X-Square Capital
Puerto Rico
$379K +$3.35K +42 +0.9%
JWM
2183
Janiczek Wealth Management
Colorado
$378K
AAMA
2184
Advanced Asset Management Advisors
Ohio
$378K +$80 +1 +0%
TPW
2185
Tiller Private Wealth
Pennsylvania
$376K +$31.6K +396 +10%
NQWM
2186
Northwest Quadrant Wealth Management
Oregon
$375K +$20.4K +256 +6%
CCP
2187
Clarkston Capital Partners
Michigan
$374K
JCM
2188
Jag Capital Management
Missouri
$372K +$2.23K +28 +0.6%
RWMH
2189
Riverpoint Wealth Management Holdings
Illinois
$372K +$18.3K +230 +5%
ACM
2190
Alethea Capital Management
Washington
$372K +$359K +4,500 New
WCWM
2191
Willow Creek Wealth Management
California
$371K -$32.6K -409 -8%
UWPG
2192
Ullmann Wealth Partners Group
Florida
$371K
GC
2193
Gilbert & Cook
Iowa
$370K +$74.3K +933 +26%
S
2194
SimplyRich
California
$369K
NWM
2195
Northwest Wealth Management
Iowa
$368K -$94.1K -1,181 -21%
GSC
2196
G&S Capital
Colorado
$367K -$75.6K -949 -18%
ZIG
2197
Zuckerman Investment Group
Illinois
$367K -$13.5K -170 -4%
SMG
2198
Smart Money Group
Texas
$366K -$302K -3,788 -46%
SCG
2199
Sonata Capital Group
Washington
$365K -$9.72K -122 -3%
CM
2200
Capital Management
Virginia
$364K -$224K -2,807 -39%

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.