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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
ACA
2376
Atlas Capital Advisors
Wyoming
$111K -$19.7K -247 -15%
CIA
2377
CSat Investment Advisory
Michigan
$108K +$103K +1,298 New
RCWMU
2378
Rothschild & Co Wealth Management (UK)
United Kingdom
$105K
KL
2379
KWMG LLC
Kansas
$102K +$98K +1,230 New
JIR
2380
James Investment Research
Ohio
$100K
BIMC
2381
Benson Investment Management Company
Virginia
$96K
LWS
2382
Lucia Wealth Services
California
$95K -$398 -5 -0.4%
MGI
2383
MayTech Global Investments
New York
$88K
TAIM
2384
TD Ameritrade Investment Management
Nebraska
$84K +$80.6K +1,011 New
PCM
2385
Penserra Capital Management
California
$83K -$3.19K -40 -4%
AC
2386
Avestar Capital
New York
$82K +$15.4K +193 +22%
AP
2387
Arlington Partners
Alabama
$80K -$2.39K -30 -3%
SFA
2388
Spectrum Financial Alliance
Kentucky
$72K
RAM
2389
Riggs Asset Management
Pennsylvania
$71K
BC
2390
Barnett & Company
Tennessee
$66K -$31.9K -400 -33%
ACM
2391
Aviance Capital Management
Florida
$64K -$9.16K -115 -13%
HS
2392
Horan Securities
United States
$63K -$60.6K -760 -50%
PCM
2393
Peak Capital Management
Colorado
$63K +$60.6K +760 New
APSP
2394
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K -$19.6K -246 -25%
GWA
2395
Guidant Wealth Advisors
Illinois
$60K
LIM
2396
Lagoda Investment Management
New York
$59K
CFA
2397
Camarda Financial Advisors
Florida
$55K
PVH
2398
Psagot Value Holdings
Israel
$55K
TG
2399
TLP Group
Illinois
$51K -$289K -3,628 -85%
CIR
2400
Clear Investment Research
Georgia
$49K

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.