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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
SS
1701
Sunbelt Securities
Texas
$938K -$6.87K -84 -0.7%
JCM
1702
Jacobi Capital Management
Pennsylvania
$938K +$98.7K +1,206 +11%
HCM
1703
HMS Capital Management
Tennessee
$936K -$6.14K -75 -0.6%
NFG
1704
Nations Financial Group
Iowa
$935K +$20K +245 +2%
OCG
1705
Opus Capital Group
Ohio
$934K -$926K -11,320 -49%
EA
1706
Evanston Advisors
Illinois
$931K +$8.18K +100 +0.9%
CWM
1707
Circle Wealth Management
New Jersey
$931K +$16.5K +202 +2%
EDRIA
1708
Edmonds Duncan Registered Investment Advisors
Kansas
$918K -$49.1K -600 -5%
CCM
1709
Carlson Capital Management
Minnesota
$918K -$5.07K -62 -0.5%
PHAM
1710
Palisades Hudson Asset Management
Florida
$918K
TAM
1711
Todd Asset Management
Kentucky
$916K
IPC
1712
Independent Portfolio Consultants
Florida
$915K -$9.65K -118 -1%
SSA
1713
South Street Advisors
New York
$914K -$292K -3,567 -24%
TCM
1714
Tuttle Capital Management
Connecticut
$912K +$370K +4,525 +67%
ACA
1715
Anchor Capital Advisors
Massachusetts
$911K +$22.5K +275 +2%
KWILP
1716
Kiwi Wealth Investments Limited Partnership
New Zealand
$910K -$1.04M -12,674 -53%
TB
1717
Terril Brothers
Missouri
$910K +$35.6K +435 +4%
PAMG
1718
Patton Albertson Miller Group
Tennessee
$910K +$314K +3,838 +51%
BOS
1719
Bank of Stockton
California
$906K -$17.2K -210 -2%
GBBWRPM
1720
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$901K -$48.7K -595 -5%
GWM
1721
GSB Wealth Management
Connecticut
$895K
NED
1722
Nancy E. Dempze
$894K -$20.9K -255 -2%
HRC
1723
Hoertkorn Richard Charles
$892K -$20.5K -250 -2%
KP
1724
Keel Point
Alabama
$889K +$30.1K +368 +3%
RIM
1725
Regent Investment Management
Kentucky
$887K

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.