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ExxonMobil

2,212 hedge funds and large institutions have $178B invested in ExxonMobil in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 869 increasing their positions, 1,050 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

0% less funds holding

Funds holding: 2,2192,212 (-7)

0.79% less ownership

Funds ownership: 52.74%51.95% (-0.79%)

1% less capital invested

Capital invested by funds: $179B → $178B (-$1.67B)

5% less funds holding in top 10

Funds holding in top 10: 483459 (-24)

17% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 1,050

49% less call options, than puts

Call options by funds: $1.73B | Put options by funds: $3.39B

Holders
2,212
Holders Change
-7
Holders Change %
-0.32%
% of All Funds
55.13%
Holding in Top 10
459
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.97%
% of All Funds
11.44%
New
68
Increased
869
Reduced
1,050
Closed
54
Calls
$1.73B
Puts
$3.39B
Net Calls
-$1.66B
Net Calls Change
-$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
CT
451
Cambridge Trust
Massachusetts
$17.8M -$6.86M -83,801 -28%
GL
452
GLG LLC
New York
$17.7M -$2.76M -33,745 -13%
FPTW
453
Franklin, Parlapiano, Turner & Welch
Texas
$17.6M +$1.75M +21,377 +11%
PFM
454
Parsec Financial Management
North Carolina
$17.6M +$970K +11,850 +6%
TTWM
455
TCV Trust & Wealth Management
Virginia
$17.6M -$495K -6,051 -3%
CI
456
Conning Inc
Connecticut
$17.4M -$24M -292,974 -58%
LIA
457
LS Investment Advisors
Michigan
$17.3M +$615K +7,522 +4%
BAM
458
Berkshire Asset Management
Pennsylvania
$17.3M +$4.15M +50,719 +31%
MIAN
459
Mariner Independent Advisor Network
Kansas
$17.2M +$17.4M +213,187 New
Flossbach Von Storch
460
Flossbach Von Storch
Germany
$17.2M +$4.25M +52,000 +32%
DJSG
461
D.J. St. Germain
Massachusetts
$17.1M +$235K +2,875 +1%
SWP
462
Stratos Wealth Partners
Ohio
$17.1M +$1.98M +24,223 +13%
CA
463
Cortland Advisers
Delaware
$17M -$674K -8,241 -4%
AMI
464
Amica Mutual Insurance
Rhode Island
$16.9M
CCM
465
Cullen Capital Management
New York
$16.9M -$41.1M -502,360 -71%
SCM
466
Shelton Capital Management
Colorado
$16.7M -$1.72M -21,004 -9%
CA
467
Cetera Advisors
Colorado
$16.7M +$729K +8,910 +4%
SC
468
Stralem & Co
New York
$16.7M +$1.32M +16,150 +8%
AIL
469
AGF Investments LLC
Ontario, Canada
$16.5M +$1.07M +13,116 +7%
Canada Pension Plan Investment Board
470
Canada Pension Plan Investment Board
Ontario, Canada
$16.4M -$21.6M -264,500 -57%
RMA
471
Roffman Miller Associates
Pennsylvania
$16.4M +$919K +11,232 +6%
SMH
472
Sanders Morris Harris
Texas
$16.3M -$220K -2,684 -1%
EHC
473
Everett Harris & Co
California
$16.3M -$161K -1,972 -1%
PAM
474
Private Asset Management
California
$16.3M -$64K -782 -0.4%
SOADOR
475
State of Alaska Department of Revenue
Alaska
$16.3M +$420K +5,137 +3%

XOM Hedge Fund Activity: Q2 2017 in Review

2,212 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2017, worth a combined $178B — down 0.93% from $179B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XOM positions and 54 closed out — a net gain of 14 holders — while 869 added to existing stakes and 1,050 trimmed.

The largest buyer was Vanguard Group, adding an estimated $848M. The largest seller was State Street, cutting an estimated $563M.

  • 2,212 institutional investors held ExxonMobil (XOM) as of Q2 2017, down from 2,219 in Q1 2017.
  • Funds reported $178B of ExxonMobil stock for Q2 2017, down 0.93% quarter-over-quarter.
  • 68 funds opened new ExxonMobil positions in Q2 2017 and 54 closed out, a net change of +14 holders.
  • The largest ExxonMobil buyer in Q2 2017 was Vanguard Group, an estimated $848M added.
  • The largest ExxonMobil seller in Q2 2017 was State Street, an estimated $563M sold.

Based on aggregated 13F filings for Q2 2017.