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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
NEI
1001
Northwest & Ethical Investments
Ontario, Canada
$4.49M -$26.4K -323 -0.6%
MC
1002
Martin & Co
Tennessee
$4.46M +$6.14K +75 +0.1%
IAA
1003
Independent Advisor Alliance
North Carolina
$4.43M -$28.8K -352 -0.6%
PFS
1004
Physicians Financial Services
North Carolina
$4.43M -$44.3K -541 -1%
ACM
1005
Alpha Capital Management
Texas
$4.42M +$46.3K +566 +1%
MHIM
1006
MacNealy Hoover Investment Management
Ohio
$4.41M +$36.9K +451 +0.8%
MTC
1007
McDaniel Terry & Co
Texas
$4.41M -$198K -2,426 -4%
FHA
1008
First Horizon Advisors
Tennessee
$4.4M -$367K -4,488 -8%
WPP
1009
Whalerock Point Partners
Rhode Island
$4.39M -$246K -3,009 -5%
Fidelity International
1010
Fidelity International
Bermuda
$4.39M -$3.46M -42,274 -44%
BP
1011
BBR Partners
New York
$4.33M -$80.8K -988 -2%
PJSIMP
1012
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.32M -$167K -2,046 -4%
MFBTD
1013
MB Financial Bank - Trust Department
Illinois
$4.32M -$137K -1,679 -3%
NAM
1014
NTV Asset Management
West Virginia
$4.32M -$32.7K -400 -0.7%
BIM
1015
Bridges Investment Management
Nebraska
$4.31M +$190K +2,325 +5%
PWAP
1016
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.3M +$9.41K +115 +0.2%
DA
1017
Denali Advisors
California
$4.3M +$49.1K +600 +1%
Edgewood Management
1018
Edgewood Management
Connecticut
$4.29M -$605K -7,395 -12%
DLA
1019
Douglas Lane & Associates
New York
$4.27M -$212K -2,589 -5%
ATC
1020
Argent Trust Co
Tennessee
$4.27M -$147K -1,797 -3%
PL
1021
Plancorp LLC
Missouri
$4.27M -$56.9K -696 -1%
BCMO
1022
Buckingham Capital Management (Ohio)
Ohio
$4.26M -$318K -3,882 -7%
OA
1023
Outfitter Advisors
Virginia
$4.26M -$53.2K -650 -1%
MA
1024
Marshwinds Advisory
Georgia
$4.25M +$84.4K +1,032 +2%
AIS
1025
American Investment Services
Massachusetts
$4.24M +$450K +5,495 +12%

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.