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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
HCA
2301
Horan Capital Advisors
Ohio
$237K -$1.04M -13,109 -82%
KFA
2302
Kays Financial Advisory
Georgia
$237K -$7.89K -99 -3%
SA
2303
SRH Advisors
Kansas
$237K
PW
2304
Peninsula Wealth
California
$237K +$228K +2,862 New
WA
2305
WESPAC Advisors
California
$236K -$212K -2,658 -48%
ABA
2306
American Beacon Advisors
Texas
$235K +$30.4K +382 +16%
RIM
2307
Redwood Investment Management
Arizona
$235K +$226K +2,839 New
SCA
2308
Strategic Capital Advisers
Colorado
$235K +$233K +2,930 New
CA
2309
Corrado Advisors
New Jersey
$233K +$159 +2 +0.1%
CCM
2310
Carderock Capital Management
Maryland
$232K -$85.3K -1,070 -28%
KCM
2311
Kempner Capital Management
Texas
$232K
LIA
2312
LSP Investment Advisors
New York
$232K
HC
2313
Hamilton Capital
Ohio
$231K
PTC
2314
Petrus Trust Company
Texas
$229K +$220K +2,765 New
PFA
2315
Pinnacle Family Advisors
Missouri
$228K -$28.4K -357 -11%
PDM
2316
Penn Davis McFarland
Texas
$228K +$219K +2,751 New
HIS
2317
Horizon Investment Services
Indiana
$225K -$29.9K -375 -12%
AA
2318
AlphaMark Advisors
Kentucky
$225K +$478 +6 +0.2%
LCM
2319
Liberty Capital Management
Michigan
$224K
MFS
2320
Madrona Financial Services
Washington
$224K +$637 +8 +0.3%
FPGK
2321
Financial Partners Group (Kansas)
Kansas
$224K +$216K +2,711 New
RCG
2322
Ruggie Capital Group
Florida
$223K +$159 +2 +0.1%
NPP
2323
New Potomac Partners
Maryland
$222K -$83.7K -1,050 -28%
CCM
2324
Colorado Capital Management
Colorado
$221K -$5.9K -74 -3%
EP
2325
Edgestream Partners
New Jersey
$221K +$213K +2,676 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.