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
AWA
2226
Acorn Wealth Advisors
Michigan
$319K +$5.26K +66 +2%
CWM
2227
Cahaba Wealth Management
Georgia
$316K +$4.62K +58 +2%
BCM
2228
Brasada Capital Management
Texas
$315K -$84.1K -1,056 -22%
SSI
2229
Scott & Selber Inc
Texas
$311K -$321K -4,028 -52%
GCC
2230
Game Creek Capital
Massachusetts
$310K -$259K -3,250 -46%
CFN
2231
Cordasco Financial Network
Florida
$309K +$98.7K +1,239 +50%
MFP
2232
Mosaic Financial Partners
California
$308K -$20.8K -261 -7%
ACM
2233
AUA Capital Management
Pennsylvania
$308K
GC
2234
Gibson Capital
Pennsylvania
$308K
VCM
2235
Vision Capital Management
Oregon
$308K +$11.9K +149 +4%
DCM
2236
Driehaus Capital Management
Illinois
$307K -$290K -3,646 -50%
RCP
2237
Rothschild Capital Partners
New York
$306K
AWA
2238
Alaska Wealth Advisors
Alaska
$305K
CPA
2239
Capital Planning Advisors
California
$304K -$1.33M -16,684 -82%
ECAM
2240
East Coast Asset Management
Massachusetts
$303K
PTCG
2241
Pring Turner Capital Group
California
$302K
CM
2242
Cornerstone Management
Georgia
$301K -$141K -1,775 -33%
PWM
2243
Paulson Wealth Management
Illinois
$300K -$11.5K -144 -4%
GKWIM
2244
Gerber Kawasaki Wealth & Investment Management
California
$300K -$9.96K -125 -3%
JSA
2245
Jacobson & Schmitt Advisors
Wisconsin
$300K +$2.39K +30 +0.8%
TIM
2246
Tortoise Investment Management
New York
$300K +$9.88K +124 +4%
OMC
2247
Old Mission Capital
Illinois
$300K +$289K +3,622 New
AC
2248
Avenir Corporation
Virginia
$299K
RBC
2249
Roble Belko & Company
Pennsylvania
$297K
CC
2250
Cognios Capital
Kansas
$297K +$1.67K +21 +0.6%

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.