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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
CBNLCF
2251
Cognios Beta Neutral Large Cap Fund
Kansas
$297K +$286K +3,592 New
HA
2252
Harfst & Associates
Wyoming
$293K
GWM
2253
Greenwich Wealth Management
Connecticut
$293K +$282K +3,544 New
MC
2254
Marcus Capital
Illinois
$292K -$12K -150 -4%
PCM
2255
Princeton Capital Management
New Jersey
$291K +$7.97K +100 +3%
CISOA
2256
Capital Investment Services of America
Wisconsin
$290K
TC
2257
Trilogy Capital
California
$289K +$119K +1,498 +75%
SRIM
2258
Saratoga Research & Investment Management
California
$289K +$278K +3,495 New
SCP
2259
Silverleafe Capital Partners
Tennessee
$288K -$39.7K -498 -13%
NCMW
2260
Northern Capital Management (Wisconsin)
Wisconsin
$288K -$31.9K -400 -10%
Diamond Hill Capital Management
2261
Diamond Hill Capital Management
Ohio
$287K -$61K -765 -18%
SMM
2262
Stadion Money Management
Georgia
$285K -$43.4K -545 -14%
DA
2263
DSC Advisors
Illinois
$281K -$33.4K -419 -11%
EWM
2264
Elite Wealth Management
Washington
$281K
RWML
2265
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$279K +$637 +8 +0.2%
CA
2266
Continuum Advisory
Idaho
$278K +$30.7K +385 +13%
PFA
2267
Pathway Financial Advisors
Vermont
$275K -$13.1K -165 -5%
PCM
2268
Pointe Capital Management
Michigan
$274K -$145K -1,823 -35%
PCFFS
2269
Pacific Center for Financial Services
California
$274K -$4.46K -56 -2%
MFG
2270
Merit Financial Group
Georgia
$274K +$6.93K +87 +3%
HCM
2271
Highlander Capital Management
New Jersey
$273K +$55.8K +700 +27%
VFPI
2272
Vantage Financial Partners (Illinois)
Illinois
$272K +$262K +3,292 New
FRM
2273
Fox Run Management
Connecticut
$272K +$262K +3,293 New
BRF
2274
B. Riley Financial
California
$270K -$5.02K -63 -2%
BHA
2275
Beech Hill Advisors
New York
$269K +$259K +3,250 New

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.