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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
TIM
2276
Total Investment Management
Arizona
$268K +$159 +2 +0.1%
TCM
2277
TD Capital Management
Tennessee
$267K
GAM
2278
Gemmer Asset Management
California
$267K +$3.98K +50 +2%
LWA
2279
Lowe Wealth Advisors
Maryland
$266K +$159 +2 +0.1%
CAAS
2280
Capital Asset Advisory Services
Michigan
$264K -$27.5K -345 -10%
FDS
2281
Freedom Day Solutions
Texas
$261K +$251K +3,154 New
CWM
2282
Cranbrook Wealth Management
Michigan
$259K
NEGWA
2283
New England Guild Wealth Advisors
Connecticut
$256K +$80 +1 +0%
FPB
2284
First PREMIER Bank
South Dakota
$255K
BW
2285
Biegel & Waller
Maryland
$255K +$398 +5 +0.2%
SPI
2286
Santori & Peters Inc
Pennsylvania
$254K +$319 +4 +0.1%
SCM
2287
Sitrin Capital Management
California
$254K +$3.98K +50 +2%
SFS
2288
Summit Financial Strategies
Ohio
$252K -$28.9K -363 -11%
BC
2289
Banced Corp
Illinois
$252K +$2.63K +33 +1%
NCM
2290
Northwest Capital Management
Oregon
$251K -$3.98K -50 -2%
BWM
2291
Biltmore Wealth Management
Arizona
$251K
AFC
2292
AFT Forsyth & Company
Florida
$248K
HM
2293
Harvest Management
New York
$248K
HCM
2294
Hutner Capital Management
Vermont
$245K
RFO
2295
RiverGlades Family Offices
Florida
$244K -$297K -3,727 -56%
BIA
2296
BHK Investment Advisors
Alabama
$243K +$234K +2,939 New
WCM
2297
Wallace Capital Management
Texas
$241K
AWM
2298
Aevitas Wealth Management
Massachusetts
$241K +$209K +2,626 +925%
EIP
2299
Epoch Investment Partners
New York
$239K +$9.12M +114,471 +4%
RS
2300
Robeco Schweiz
Switzerland
$238K

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.