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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
DAM
1201
Delta Asset Management
Tennessee
$2.96M -$45K -550 -1%
BRWA
1202
B. Riley Wealth Advisors
Florida
$2.96M +$115K +1,405 +4%
KOCAA
1203
Knights of Columbus Asset Advisors
Connecticut
$2.95M +$49.1K +600 +2%
NIMI
1204
Natixis Investment Managers International
France
$2.93M +$187K +2,289 +7%
NAM
1205
NorthCoast Asset Management
Connecticut
$2.92M +$623K +7,612 +27%
DAC
1206
Dividend Assets Capital
South Carolina
$2.91M -$24.3K -297 -0.8%
SAM
1207
Sequent Asset Management
Texas
$2.9M -$59.9K -732 -2%
LCS
1208
Levin Capital Strategies
New York
$2.88M -$205K -2,500 -7%
FFC
1209
First Financial Corp
Indiana
$2.88M -$5.89K -72 -0.2%
PG
1210
Patten Group
Tennessee
$2.87M -$320K -3,907 -10%
YWP
1211
YorkBridge Wealth Partners
New York
$2.87M -$171K -2,091 -6%
VAS
1212
Valicenti Advisory Services
New York
$2.87M +$16.9K +206 +0.6%
SWM
1213
Stockman Wealth Management
Montana
$2.87M -$2.29M -28,016 -44%
BIC
1214
Beach Investment Counsel
Pennsylvania
$2.87M
CK
1215
Cohen Klingenstein
New York
$2.86M
OCM
1216
One Capital Management
California
$2.86M +$147K +1,800 +5%
VC
1217
Vestor Capital
Illinois
$2.84M +$24.5K +300 +0.9%
CCA
1218
Cobblestone Capital Advisors
New York
$2.84M +$556K +6,794 +24%
MCWS
1219
McKinley Carter Wealth Services
West Virginia
$2.83M -$53.1K -649 -2%
SAM
1220
Strategy Asset Managers
California
$2.83M +$564K +6,888 +24%
AIIMS
1221
Analyst IMS Investment Management Services
Israel
$2.82M -$7.36K -90 -0.3%
SCM
1222
Stellar Capital Management
Arizona
$2.82M +$34.6K +423 +1%
SFA
1223
Staton Financial Advisors
North Carolina
$2.82M +$183K +2,235 +7%
BCM
1224
Brookstone Capital Management
Illinois
$2.82M +$197K +2,408 +7%
LWCA
1225
Locust Wood Capital Advisers
New York
$2.81M -$12.5M -153,110 -82%

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.