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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
VIM
2326
Veritas Investment Management
United Kingdom
$219K
SCM
2327
Stonehearth Capital Management
Massachusetts
$219K +$211K +2,651 New
EA
2328
Elm Advisors
California
$218K -$19.9K -250 -9%
TCM
2329
Tradewinds Capital Management
Washington
$218K +$24.4K +306 +13%
ECM
2330
EagleClaw Capital Management
Massachusetts
$218K +$210K +2,640 New
DRS
2331
Deane Retirement Strategies
Louisiana
$214K
BAMG
2332
Brand Asset Management Group
Missouri
$213K +$205K +2,578 New
CAGAS
2333
Capital Advisory Group Advisory Services
Minnesota
$211K +$48.8K +612 +32%
AMAL
2334
Asset Management Advisors LLC
Oklahoma
$211K +$203K +2,547 New
TFCP
2335
Twin Focus Capital Partners
Massachusetts
$209K +$201K +2,529 New
LCC
2336
Lincoln Capital Corp
Rhode Island
$209K +$202K +2,530 New
MCIA
2337
Mountain Capital Investment Advisors
Colorado
$208K +$200K +2,516 New
BFM
2338
Boothbay Fund Management
New York
$207K -$574K -7,200 -74%
WA
2339
WP Advisors
California
$206K +$199K +2,492 New
VCM
2340
Vivaldi Capital Management
Illinois
$205K +$197K +2,475 New
QC
2341
QCM Cayman
Texas
$203K +$196K +2,459 New
CPC
2342
Congress Park Capital
New York
$201K +$193K +2,426 New
CC
2343
Centiva Capital
New York
$200K -$146K -1,828 -43%
LSC
2344
Lesa Sroufe & Co
Washington
$200K +$193K +2,421 New
MS
2345
Marshall & Sullivan
Washington
$197K +$190K +2,383 New
IOOF
2346
Independent Order of Foresters
Ontario, Canada
$194K +$15.9K +200 +9%
PGA
2347
Premia Global Advisors
Florida
$190K -$155K -1,942 -46%
CAM
2348
ClariVest Asset Management
California
$187K -$9.88K -124 -5%
FEG
2349
Financial Enhancement Group
Indiana
$185K -$22K -276 -11%
FGAM
2350
Financial Gravity Asset Management
Texas
$181K -$52.7K -661 -22%

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.