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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
DSN
2351
D. Scott Neal
Kentucky
$175K -$2.07K -26 -1%
CAM
2352
CenterStar Asset Management
Illinois
$167K
SPL
2353
Smart Portfolios LLC
Washington
$167K +$79.7K +1,000 +98%
LWM
2354
Lenox Wealth Management
Ohio
$161K
MWM
2355
MinichMacGregor Wealth Management
New York
$160K +$22.5K +283 +17%
WA
2356
Winfield Associates
Ohio
$160K +$154K +1,937 New
WA
2357
WealthTrust-Arizona
Arizona
$159K -$15.9K -199 -9%
TWMP
2358
Taylor Wealth Management Partners
Massachusetts
$159K
TA
2359
Townsend & Associates
Colorado
$159K +$1.35K +17 +0.9%
CIM
2360
Contravisory Investment Management
Massachusetts
$158K
MUS
2361
Mitsubishi UFJ Securities
Japan
$157K -$7.97K -100 -5%
MCM
2362
Mainstay Capital Management
Michigan
$156K +$79.7K +1,000 +113%
PCM
2363
Poehling Capital Management
Wisconsin
$151K -$324K -4,071 -69%
HH
2364
HWG Holdings
Texas
$140K -$47.5K -596 -26%
ML
2365
McAdam LLC
Pennsylvania
$138K -$40.3K -506 -23%
WAM
2366
Watermark Asset Management
California
$130K -$9.24K -116 -7%
KC
2367
KHP Capital
Oklahoma
$123K
HCM
2368
Horrell Capital Management
Arkansas
$121K
GGHC
2369
Gilder Gagnon Howe & Co
New York
$116K
TDC
2370
Thompson Davis & Co
Virginia
$116K +$37.9K +476 +51%
HWM
2371
Holloway Wealth Management
Florida
$115K
STA
2372
Summit Trail Advisors
New York
$114K -$1.57M -19,736 -93%
ME
2373
McIlrath & Eck
Washington
$114K -$52.1K -654 -32%
SMG
2374
Spectrum Management Group
Indiana
$113K -$40.4K -507 -27%
MIM
2375
Macroview Investment Management
Maryland
$113K

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.