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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
FNT
901
First Nebraska Trust
Nebraska
$5.38M -$47K -575 -0.9%
NSIM
902
North Star Investment Management
Illinois
$5.37M -$328K -4,014 -6%
Fiera Capital (Canada)
903
Fiera Capital (Canada)
Quebec, Canada
$5.36M -$906K -11,079 -14%
BA
904
BCM Advisors
Louisiana
$5.35M -$168K -2,058 -3%
TRIM
905
Thompson Rubinstein Investment Management
Oregon
$5.35M +$39.3K +480 +0.7%
GLRA
906
Gerald L. Ray & Associates
Texas
$5.34M -$174K -2,132 -3%
SI
907
SII Investments
Wisconsin
$5.34M -$374K -4,567 -6%
PWM
908
Perigon Wealth Management
California
$5.31M -$465K -5,678 -8%
MJP
909
Michael J. Puzo
$5.31M +$13.1K +160 +0.2%
SPC
910
Sigma Planning Corp
Michigan
$5.28M -$645K -7,883 -11%
RCYC
911
Richard C. Young & Co
Rhode Island
$5.28M +$152K +1,862 +3%
CANC
912
Culbertson A N & Co
Virginia
$5.27M -$655 -8 -0%
WFMPM
913
Woodley Farra Manion Portfolio Management
Indiana
$5.27M +$80.4K +983 +2%
WIC
914
Woodmont Investment Counsel
Tennessee
$5.25M -$107K -1,307 -2%
IR
915
IAT Reinsurance
New York
$5.25M +$5.32M +65,000 New
PPSG
916
Princeton Portfolio Strategies Group
New Jersey
$5.24M -$80.4K -983 -1%
AIP
917
Ahrens Investment Partners
Louisiana
$5.23M -$838K -10,248 -14%
CIM
918
Corda Investment Management
Texas
$5.22M -$66.7K -815 -1%
PTB
919
Pioneer Trust Bank
Oregon
$5.21M +$61.4K +750 +1%
TYCC
920
Texas Yale Capital Corp
Florida
$5.21M -$135K -1,650 -2%
SBWM
921
Sunflower Bank Wealth Management
Arizona
$5.21M -$256K -3,133 -5%
KFP
922
Keystone Financial Planning
Ohio
$5.2M +$239K +2,919 +5%
BIM
923
Bridgecreek Investment Management
Oklahoma
$5.2M -$12.3K -150 -0.2%
WAM
924
Wealthspire Advisors (Maryland)
Maryland
$5.18M +$1.31M +16,070 +33%
WI
925
Wafra Inc
New York
$5.18M -$2.56M -31,239 -33%

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.