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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
PTC
1576
Philadelphia Trust Company
Pennsylvania
$1.37M -$213K -2,602 -13%
ODCM
1577
Old Dominion Capital Management
Virginia
$1.37M +$18.7K +229 +1%
TFF
1578
The Family Firm
Maryland
$1.36M +$6.46K +79 +0.5%
CA
1579
Cortland Associates
Missouri
$1.36M -$11.8K -144 -0.8%
PP
1580
PagnatoKarp Partners
Virginia
$1.35M +$39.3K +480 +3%
MIC
1581
Meridian Investment Counsel
California
$1.34M +$8.59K +105 +0.6%
BFG
1582
Barber Financial Group
Kansas
$1.34M -$78.1K -955 -5%
RCM
1583
RNC Capital Management
California
$1.34M -$81.2K -993 -6%
BWFA
1584
Baltimore-Washington Financial Advisors
Maryland
$1.34M -$209K -2,557 -13%
AWA
1585
ARS Wealth Advisors
Florida
$1.34M -$285K -3,487 -17%
SNBOSD
1586
Security National Bank of So Dak
Iowa
$1.33M -$183K -2,236 -12%
Barrow, Hanley, Mewhinney & Strauss
1587
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32M
KA
1588
Klingman & Associates
New York
$1.32M -$192K -2,347 -13%
WIP
1589
Wellesley Investment Partners
Massachusetts
$1.32M +$20.2K +247 +2%
Arrowstreet Capital
1590
Arrowstreet Capital
Massachusetts
$1.32M -$1.6M -19,500 -54%
NEPWA
1591
New England Private Wealth Advisors
Massachusetts
$1.31M +$61.2K +748 +5%
BIM
1592
Baldwin Investment Management
Pennsylvania
$1.3M -$90K -1,100 -6%
NCM
1593
Noesis Capital Mangement
Florida
$1.3M -$18.4K -225 -1%
NIC
1594
Northwest Investment Counselors
Oregon
$1.29M -$51.8K -633 -4%
AWM
1595
Avior Wealth Management
Nebraska
$1.29M -$159K -1,948 -11%
AFS
1596
Access Financial Services
Minnesota
$1.29M +$146K +1,780 +12%
GKIM
1597
GW&K Investment Management
Massachusetts
$1.29M -$27K -330 -2%
DAM
1598
Doheny Asset Management
California
$1.28M -$30.7K -375 -2%
WCM
1599
Wunderlich Capital Managemnt
Tennessee
$1.28M -$10.2K -125 -0.8%
LOAMS
1600
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.27M

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.