We are live on ! Find out more
XOM icon

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
Fuller & Thaler Asset Management
1326
Fuller & Thaler Asset Management
California
$2.3M +$360K +4,400 +18%
DR
1327
Davis Rea
Ontario, Canada
$2.3M +$28.6K +350 +1%
FMP
1328
Financial Management Professionals
Texas
$2.29M +$818 +10 +0%
SBWIC
1329
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.29M
MM
1330
Meridian Management
Arkansas
$2.29M +$818 +10 +0%
EWA
1331
Exencial Wealth Advisors
Oklahoma
$2.29M -$57.7K -705 -2%
SAM
1332
Sawgrass Asset Management
Florida
$2.28M -$74.5K -911 -3%
GT
1333
Greenleaf Trust
Michigan
$2.27M -$16.6K -203 -0.7%
SFG
1334
SNS Financial Group
Minnesota
$2.26M -$5.48K -67 -0.2%
MWM
1335
Modera Wealth Management
New Jersey
$2.26M +$27.2K +333 +1%
MPAM
1336
Murphy Pohlad Asset Management
Minnesota
$2.26M +$12.7K +155 +0.6%
BJL
1337
Brighton Jones LLC
Washington
$2.25M +$2.28M +27,913 New
NG
1338
Northstar Group
New York
$2.25M -$101K -1,236 -4%
AMM
1339
American Money Management
California
$2.24M -$104K -1,268 -4%
GA
1340
Gateway Advisory
New Jersey
$2.23M -$393K -4,801 -15%
SXL
1341
Summit X LLC
Missouri
$2.23M +$2.26M +27,610 New
NERM
1342
New England Research & Management
Illinois
$2.2M -$101K -1,238 -4%
BWM
1343
Baystate Wealth Management
Massachusetts
$2.2M +$56.6K +692 +3%
VIA
1344
Vantage Investment Advisors
Pennsylvania
$2.2M -$56.9K -695 -2%
NSB
1345
Norway Savings Bank
Maine
$2.2M +$23.7K +290 +1%
CAM
1346
Cubic Asset Management
Massachusetts
$2.19M +$689K +8,420 +45%
SMFG
1347
Sumitomo Mitsui Financial Group
Japan
$2.19M +$104K +1,277 +5%
WI
1348
Wintrust Investments
Illinois
$2.19M -$5.73K -70 -0.3%
FWM
1349
Focused Wealth Management
New York
$2.19M -$15.9K -194 -0.7%
OC
1350
Oakworth Capital
Alabama
$2.19M +$43.7K +534 +2%

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.