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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
ECM
1801
EagleClaw Capital Management
Massachusetts
$719K -$243K -2,971 -25%
PWP
1802
Private Wealth Partners
California
$717K +$90K +1,100 +14%
LK
1803
Lumbard & Kellner
New Hampshire
$715K
HCM
1804
Hilton Capital Management
New York
$714K -$561K -6,859 -44%
BCM
1805
Brookmont Capital Management
Texas
$711K -$74.6K -912 -9%
SA
1806
Strategic Advisors
New York
$711K +$91.3K +1,116 +15%
PFO
1807
Pathstone Family Office
New Jersey
$710K -$13.9K -170 -2%
MFS
1808
McNamara Financial Services
Massachusetts
$710K
BRC
1809
Bell Rock Capital
Delaware
$708K -$207K -2,530 -22%
FCT
1810
Family Capital Trust
Massachusetts
$706K -$22.1K -270 -3%
DSAM
1811
Dock Street Asset Management
Florida
$705K -$16.4K -200 -2%
PMFA
1812
Plante Moran Financial Advisors
Michigan
$704K -$332K -4,056 -32%
BO
1813
BRR OpCo
Ohio
$704K -$11.5K -141 -2%
NIM
1814
Nexus Investment Management
Ontario, Canada
$702K
NGA
1815
Naples Global Advisors
Florida
$699K +$327 +4 +0%
RW
1816
REDW Wealth
New Mexico
$691K
CA
1817
Cambridge Advisors
Nebraska
$691K +$41.7K +510 +6%
HWP
1818
Hefty Wealth Partners
Indiana
$691K +$678K +8,290 +2,950%
PCMM
1819
Private Capital Management (Minnesota)
Minnesota
$690K
DOA
1820
D'Orazio & Associates
Virginia
$688K +$106K +1,301 +18%
QIM
1821
Quest Investment Management
Oregon
$686K
SSI
1822
Scott & Selber Inc
Texas
$685K
MFWM
1823
Motley Fool Wealth Management
Virginia
$683K +$736 +9 +0.1%
AA
1824
ALPS Advisors
Colorado
$683K +$74.6K +912 +12%
MPM
1825
Meritage Portfolio Management
Kansas
$680K

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.