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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
FA
1526
Fagan Associates
New York
$1.52M -$16.6K -203 -1%
PMG
1527
ProVise Management Group
Florida
$1.51M -$5.56K -68 -0.4%
CSA
1528
Cottage Street Advisors
Massachusetts
$1.51M -$248K -3,032 -14%
SAM
1529
Security Asset Management
New York
$1.51M
RGC
1530
Roberts, Glore & Co
Illinois
$1.5M -$12.3K -150 -0.8%
TCMG
1531
TSP Capital Management Group
New Jersey
$1.5M
JDR
1532
Jay D. Rosenbaum
$1.5M +$55.2K +675 +4%
AF
1533
AMG Funds
Connecticut
$1.5M +$9.98K +122 +0.7%
BBP
1534
Banco BTG Pactual
Brazil
$1.5M +$1.52M +18,600 New
QT
1535
Quantbot Technologies
New York
$1.49M +$1.51M +18,509 New
4IG
1536
440 Investment Group
Kansas
$1.49M +$480K +5,870 +47%
RWA
1537
RGT Wealth Advisors
Texas
$1.49M +$186K +2,268 +14%
FPCM
1538
Financial Partners Capital Management
New York
$1.48M -$188K -2,300 -11%
LC
1539
Lincoln Capital
Nebraska
$1.48M +$56.4K +689 +4%
OCM
1540
Osterweis Capital Management
California
$1.48M -$54.2K -662 -3%
HCA
1541
Horan Capital Advisors
Ohio
$1.48M +$60.1K +734 +4%
PCMC
1542
Paragon Capital Management (Colorado)
Colorado
$1.48M +$63.1K +771 +4%
CPO
1543
Cerity Partners OCIO
New York
$1.48M +$39.4K +482 +3%
TPWA
1544
TRUE Private Wealth Advisors
Oregon
$1.47M +$59.2K +723 +4%
AFM
1545
Abbot Financial Management
Massachusetts
$1.46M +$1.48M +18,093 New
OIA
1546
Optimum Investment Advisors
Illinois
$1.46M -$16.1K -197 -1%
MCM
1547
Manchester Capital Management
Vermont
$1.46M -$3.93K -48 -0.3%
CSM
1548
CAMG Solamere Management
North Carolina
$1.45M +$10.3K +126 +0.7%
PAM
1549
Peak Asset Management
Colorado
$1.45M +$77.7K +950 +6%
GEA
1550
Glen Eagle Advisors
New Jersey
$1.45M +$15.5K +190 +1%

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.