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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
PAG
1501
Pinnacle Advisory Group
Maryland
$1.6M -$45K -550 -3%
CCG
1502
Chatham Capital Group
Georgia
$1.6M +$64.1K +784 +4%
AF
1503
Allworth Financial
California
$1.6M +$145K +1,773 +10%
CASB
1504
Cape Ann Savings Bank
Massachusetts
$1.6M -$31.3K -383 -2%
DDC
1505
DF Dent & Co
Maryland
$1.6M -$57.2K -699 -3%
MC
1506
Miles Capital
Iowa
$1.59M -$365K -4,467 -19%
AP
1507
AHL Partners
United Kingdom
$1.58M -$111K -1,361 -6%
MKC
1508
M. Kraus & Co
Vermont
$1.58M -$9K -110 -0.6%
WCM
1509
Weik Capital Management
Pennsylvania
$1.58M +$5.32K +65 +0.3%
CWM
1510
Cornerstone Wealth Management
Missouri
$1.57M +$74.2K +907 +5%
ECM
1511
Evergreen Capital Management
Washington
$1.57M +$526K +6,425 +49%
JAM
1512
Jolley Asset Management
North Carolina
$1.56M +$86.3K +1,055 +6%
CCA
1513
Conestoga Capital Advisors
Pennsylvania
$1.56M
NFG
1514
NewFocus Financial Group
Washington
$1.56M +$27.5K +336 +2%
CIA
1515
Cascade Investment Advisors
Oregon
$1.56M +$242K +2,958 +18%
SL
1516
Summitry LLC
California
$1.55M +$51.5K +630 +3%
AWA
1517
Arete Wealth Advisors
Illinois
$1.55M +$538K +6,575 +52%
BEAM
1518
Baker Ellis Asset Management
Washington
$1.54M -$8.18K -100 -0.5%
DCM
1519
Donaldson Capital Management
Indiana
$1.53M -$122K -1,485 -7%
WAM
1520
Wolverine Asset Management
Illinois
$1.53M +$1.55M +19,000 New
PH
1521
Pinnacle Holdings
Oklahoma
$1.53M +$130K +1,585 +9%
KLWA
1522
Kelly Lawrence W & Associates
California
$1.53M -$16.4K -200 -1%
AA
1523
Alesco Advisors
New York
$1.52M
RVM
1524
Robinson Value Management
Texas
$1.52M +$7.77K +95 +0.5%
DWM
1525
Dorchester Wealth Management
Quebec, Canada
$1.52M -$24.5K -300 -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.