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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
GLI
1776
Guardian Life Insurance
New York
$774K -$526K -6,432 -40%
AMG
1777
Advisors Management Group
Wisconsin
$773K +$216K +2,643 +38%
MIS
1778
Morningstar Investment Services
Illinois
$772K +$24.5K +300 +3%
FCH
1779
Freestone Capital Holdings
Washington
$769K +$55.6K +680 +8%
WFWM
1780
Wechter Feldman Wealth Management
New Jersey
$767K -$33.6K -411 -4%
FIG
1781
FundX Investment Group
California
$762K -$374K -4,576 -33%
SCM
1782
SOL Capital Management
Maryland
$757K +$29.4K +359 +4%
AC
1783
Athos Capital
Hong Kong
$756K +$766K +9,365 New
BMM
1784
Berkshire Money Management
Massachusetts
$754K +$409 +5 +0.1%
WMC
1785
Westwood Management Corporation
Illinois
$752K
CS
1786
Credential Securities
$751K +$52.5K +642 +7%
ECAM
1787
East Coast Asset Management
Massachusetts
$751K -$20.5K -250 -3%
CWM
1788
Connecticut Wealth Management
Connecticut
$750K -$36.5K -446 -5%
SDJVC
1789
St. Denis J. Villere & Co
Louisiana
$747K
ACM
1790
Ativo Capital Management
Illinois
$746K +$89.2K +1,090 +13%
IA
1791
Independence Advisors
Pennsylvania
$745K -$8.18K -100 -1%
SA
1792
Sicart Associates
New York
$743K
HPWM
1793
Highland Private Wealth Management
Washington
$743K +$25K +306 +3%
HPCM
1794
High Pointe Capital Management
Illinois
$739K -$8.18K -100 -1%
PCM
1795
Perritt Capital Management
Illinois
$737K -$4.09K -50 -0.5%
LRIC
1796
Long Road Investment Counsel
Michigan
$736K -$69.5K -849 -9%
NCM
1797
New Capital Management
Texas
$734K
AI
1798
Accredited Investors
Minnesota
$732K -$104K -1,270 -12%
AI
1799
ArchPoint Investors
Florida
$725K -$4.91K -60 -0.7%
AFIA
1800
America First Investment Advisors
Nebraska
$720K

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.