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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
LM
1101
Lincluden Management
Ontario, Canada
$3.65M
WP
1102
WealthSource Partners
California
$3.64M +$449K +5,487 +14%
BOC
1103
Barbara Oil Co
Illinois
$3.63M +$95.9K +1,172 +3%
IB
1104
Intrust Bank
Kansas
$3.63M +$214K +2,617 +6%
ECM
1105
ETrade Capital Management
Virginia
$3.63M +$214K +2,618 +6%
AI
1106
Atria Investments
North Carolina
$3.62M -$1.39M -17,017 -28%
RWM
1107
Rench Wealth Management
Texas
$3.61M +$14.4K +176 +0.4%
SIM
1108
Sonora Investment Management
Arizona
$3.6M +$23.3K +285 +0.6%
ECM
1109
Exchange Capital Management
Michigan
$3.6M +$186K +2,276 +5%
LCP
1110
Legacy Capital Partners
Wisconsin
$3.58M +$112K +1,370 +3%
FMWA
1111
Forvis Mazars Wealth Advisors
Missouri
$3.58M +$866K +10,583 +31%
Jennison Associates
1112
Jennison Associates
New York
$3.58M -$57.4K -701 -2%
HAM
1113
Highstreet Asset Management
Ontario, Canada
$3.55M +$987K +12,065 +38%
HCM
1114
Hall Capital Management
Rhode Island
$3.54M +$16.6K +203 +0.5%
RHFI
1115
Reilly Herbert Faulkner III
$3.54M +$50.6K +618 +1%
HB
1116
Homrich & Berg
Georgia
$3.54M -$277K -3,382 -7%
AIS
1117
Accurate Investment Solutions
Pennsylvania
$3.53M +$81.6K +997 +2%
ST
1118
Somerset Trust
Pennsylvania
$3.53M +$6.87K +84 +0.2%
BMM
1119
Buffington Mohr McNeal
Idaho
$3.53M -$28.2K -345 -0.8%
GWI
1120
Grace & White Inc
New York
$3.52M -$164K -2,000 -4%
PCA
1121
Private Capital Advisors
Connecticut
$3.52M +$30.7K +375 +0.9%
APSI
1122
Asset Planning Services Inc
Louisiana
$3.51M +$32.7K +400 +0.9%
MCM
1123
McMillion Capital Management
North Carolina
$3.5M -$818 -10 -0%
GCM
1124
Garland Capital Management
Washington
$3.5M +$184K +2,250 +5%
BA
1125
Bridgewater Associates
Connecticut
$3.49M -$11.3M -137,738 -76%

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.