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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
PFC
2201
Poplar Forest Capital
California
$363K -$26.3K -330 -7%
CCM
2202
Canal Capital Management
Virginia
$361K -$16.7K -210 -5%
VCP
2203
Vista Capital Partners
Oregon
$358K +$11.1K +139 +3%
AC
2204
Allstate Corporation
Illinois
$356K +$89.4K +1,122 +35%
DI
2205
Diligent Investors
California
$355K
CEI
2206
Clark Estates Inc
New York
$353K
IP
2207
Intellectus Partners
California
$351K -$12K -151 -3%
AIM
2208
Advantage Investment Management
Iowa
$348K -$938K -11,777 -74%
CYG
2209
Clean Yield Group
Vermont
$347K +$33.5K +421 +11%
PCP
2210
Proficio Capital Partners
Massachusetts
$346K +$19.2K +241 +6%
DWM
2211
Dynasty Wealth Management
Florida
$344K +$106K +1,334 +47%
CFA
2212
Capstone Financial Advisors
Illinois
$343K +$319 +4 +0.1%
PS
2213
Portfolio Solutions
Michigan
$341K
OAM
2214
Occidental Asset Management
California
$340K +$20.6K +259 +7%
F
2215
F3Logic
Minnesota
$336K -$35.4K -444 -10%
CAL
2216
Capital Advisors Ltd
Ohio
$336K +$80 +1 +0%
ALIONA
2217
Allianz Life Insurance of North America
Minnesota
$334K -$6.93K -87 -2%
CWM
2218
Capital Wealth Management
Rhode Island
$334K
IIA
2219
IPG Investment Advisors
California
$331K +$319K +4,000 New
TAM
2220
Timucuan Asset Management
Florida
$330K
FAM
2221
Flaharty Asset Management
Florida
$327K +$876 +11 +0.3%
OIM
2222
Orca Investment Management
Oregon
$325K +$64.8K +813 +26%
NA
2223
Nottingham Advisors
New York
$324K
GA
2224
Geller Advisors
New York
$323K
TVWM
2225
Tower View Wealth Management
Wisconsin
$323K +$80 +1 +0%

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.