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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
AAS
1726
Annex Advisory Services
Wisconsin
$887K +$13.5K +165 +2%
EGA
1727
E&G Advisors
Texas
$883K +$33.2K +406 +4%
ZF
1728
Zhang Financial
Michigan
$881K +$117K +1,434 +15%
LIA
1729
LBMC Investment Advisors
Tennessee
$879K -$14.2K -174 -2%
LGC
1730
Laurel Grove Capital
California
$878K -$755K -9,226 -46%
Verition Fund Management
1731
Verition Fund Management
Connecticut
$878K +$889K +10,871 New
ACM
1732
Aviance Capital Management
Florida
$868K -$11.9M -145,608 -93%
CWA
1733
Cypress Wealth Advisors
California
$866K -$836K -10,220 -49%
PCMK
1734
Paragon Capital Management (Kansas)
Kansas
$866K -$32.3K -395 -4%
TCM
1735
Tributary Capital Management
Nebraska
$864K -$16.4K -200 -2%
PAA
1736
Peregrine Asset Advisers
Oregon
$864K
BWA
1737
BDO Wealth Advisors
Florida
$864K +$875K +10,696 New
CM
1738
Capital Management
Virginia
$863K -$4.5K -55 -0.5%
KIM
1739
Karpus Investment Management
New York
$861K
SFWA
1740
Summit Financial Wealth Advisors
Louisiana
$857K -$904K -11,044 -51%
FHB
1741
First Hawaiian Bank
Hawaii
$856K -$205K -2,505 -19%
MC
1742
Mathes Company
New York
$855K -$24.5K -300 -3%
BAM
1743
Bruderman Asset Management
New York
$855K +$13.1K +160 +2%
FBA
1744
Front Barnett Associates
Illinois
$854K -$14.7K -180 -2%
LYV
1745
Live Your Vision
Pennsylvania
$852K +$94.3K +1,152 +12%
GHAM
1746
Gilman Hill Asset Management
Connecticut
$851K -$207K -2,525 -19%
CBT
1747
Central Bank & Trust
Kentucky
$851K -$105K -1,280 -11%
CG
1748
Corundum Group
Colorado
$850K +$16.9K +206 +2%
IP
1749
Investment Partners
Ohio
$844K -$16.9K -206 -2%
PIM
1750
Profit Investment Management
Maryland
$834K

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.