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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$27B +$288M +3,614,101 +1%
BlackRock
2
BlackRock
New York
$21.9B +$349M +4,384,093 +2%
State Street
3
State Street
Massachusetts
$17.2B -$134M -1,677,142 -0.8%
Northern Trust
4
Northern Trust
Illinois
$4.62B -$47.9M -601,278 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.48B -$52.4M -658,150 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$4.47B +$1.07B +13,483,489 +33%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.94B +$53.1M +666,618 +1%
Bank of America
8
Bank of America
North Carolina
$3.77B +$504M +6,321,168 +16%
Norges Bank
9
Norges Bank
Norway
$3.32B +$42M +527,112 +1%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$3.07B
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3B +$70.3M +882,738 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$2.81B +$742M +9,318,782 +38%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$2.76B +$8.91M +111,891 +0.3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.62B +$82.5M +1,034,904 +3%
Wells Fargo
15
Wells Fargo
California
$2.16B -$91.1M -1,143,084 -4%
Charles Schwab
16
Charles Schwab
California
$1.96B -$7.38M -92,594 -0.4%
Goldman Sachs
17
Goldman Sachs
New York
$1.95B -$170M -2,139,826 -8%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.74B -$142M -1,778,373 -8%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.66B -$91.9M -1,152,880 -5%
Morgan Stanley
20
Morgan Stanley
New York
$1.52B -$46.1M -578,001 -3%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$1.49B -$2.23M -28,000 -0.2%
Franklin Resources
22
Franklin Resources
California
$1.33B +$232M +2,914,213 +22%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.3B -$31.9M -399,848 -2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.25B +$33.7M +423,200 +3%
UBS AM
25
UBS AM
Illinois
$1.23B -$30.8M -386,019 -3%

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.