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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
Truist Financial
201
Truist Financial
North Carolina
$67.7M +$1.89M +23,720 +3%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$67.2M -$3.66M -45,991 -5%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$67.1M +$3.15M +39,482 +5%
TAM
204
Tocqueville Asset Management
New York
$67M -$13.3M -166,525 -17%
D.E. Shaw & Co
205
D.E. Shaw & Co
New York
$66.2M +$40.7M +511,109 +177%
SEI Investments
206
SEI Investments
Pennsylvania
$66.1M -$2.22M -27,925 -3%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$66M +$4.45M +55,867 +8%
CFB
208
Cullen/Frost Bankers
Texas
$65.6M -$1M -12,554 -2%
SAM
209
Shell Asset Management
Netherlands
$65M -$5.68M -71,231 -8%
URS
210
Utah Retirement Systems
Utah
$64.9M -$446K -5,600 -0.7%
QI
211
QS Investors
New York
$64.7M -$3.81M -47,848 -6%
PCA
212
Peddock Capital Advisors
Massachusetts
$64.1M
ZIG
213
Zurich Insurance Group
Switzerland
$63.9M +$7.41M +93,053 +14%
WF
214
Welch & Forbes
Massachusetts
$63.5M -$2.29M -28,761 -4%
GF
215
Gabelli Funds
New York
$63.3M -$7.21M -90,500 -11%
DC
216
Davenport & Co
Virginia
$62.1M -$33.1M -415,523 -36%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$62.1M -$290K -3,644 -0.5%
Bank of Nova Scotia
218
Bank of Nova Scotia
Ontario, Canada
$60.9M -$79.6M -999,594 -58%
CWM
219
CIBC World Markets
New York
$60M +$2.82M +35,386 +5%
Lord, Abbett & Co
220
Lord, Abbett & Co
New Jersey
$59.9M +$20.4M +256,432 +55%
RCAMU
221
Rothschild & Co Asset Management US
Connecticut
$59.7M +$312K +3,910 +0.5%
KCM
222
Kornitzer Capital Management
Kansas
$59.5M +$1.34M +16,794 +2%
HPC
223
HM Payson & Co
Maine
$58.4M -$888K -11,140 -2%
LTFS
224
Ladenburg Thalmann Financial Services
Florida
$58.1M
GC
225
Guggenheim Capital
Illinois
$57.8M -$62.3M -781,885 -53%

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.