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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
PWAG
2401
Polaris Wealth Advisory Group
California
$47K -$298K -3,746 -86%
CC
2402
Claybrook Capital
Massachusetts
$46K
BL
2403
Balentine LLC
Georgia
$40K +$22.9K +287 +147%
PRS
2404
Pinkerton Retirement Specialists
Idaho
$39K +$15.9K +200 +74%
IAS
2405
INR Advisory Services
Pennsylvania
$38K -$2.15K -27 -6%
JWBC
2406
John W. Bristol & Co
New York
$38K
LGWM
2407
Litman Gregory Wealth Management
California
$38K +$7.97K +100 +25%
GI
2408
GS Investments
Minnesota
$36.7K
CFG
2409
CKW Financial Group
Hawaii
$33K -$9.56K -120 -23%
RCC
2410
Red Cedar Capital
Nebraska
$33K
PCC
2411
Park Circle Company
Maryland
$33K +$15.9K +200 +100%
BGC
2412
Beutel, Goodman & Co
Ontario, Canada
$24K -$29.9K -375 -50%
CFC
2413
Coyle Financial Counsel
Illinois
$23K +$21.7K +272 New
AIL
2414
AGF Investments LLC
Ontario, Canada
$21K -$1.37M -17,175 -6%
BCMIO
2415
Beacon Capital Management Inc (Ohio)
Ohio
$16K
FM
2416
Forward Management
California
$14K
RWG
2417
Regal Wealth Group
California
$10K
SQA
2418
Simon Quick Advisors
New Jersey
$9K +$1.35K +17 +17%
NIM
2419
NuWave Investment Management
New Jersey
$8K -$221K -2,780 -97%
CWM
2420
Cedar Wealth Management
California
$8K -$6.53K -82 -45%
AWMS
2421
Advocacy Wealth Management Services
Georgia
$8K
PS
2422
Portfolio Strategies
New York
$8K
TJHA
2423
Thomas J. Herzfeld Advisors
Florida
$6K
NA
2424
NewEdge Advisors
Louisiana
$5.08K +$528K +6,627 +12%
JAM
2425
JCIC Asset Management
Ontario, Canada
$4K

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.