We are live on ! Find out more
XOM icon

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
PWSG
1876
Pacific Wealth Strategies Group
California
$574K +$15.1K +184 +3%
PA
1877
Probity Advisors
Texas
$572K -$78.1K -955 -12%
HCM
1878
Hollencrest Capital Management
California
$572K -$54.2K -663 -9%
SAMC
1879
Spectrum Asset Management (California)
California
$571K -$6.14K -75 -1%
DAM
1880
Deltec Asset Management
New York
$570K
CAM
1881
Concorde Asset Management
Michigan
$570K +$30.8K +377 +6%
SAM
1882
Symphony Asset Management
California
$568K -$767K -9,373 -57%
NWM
1883
Northwest Wealth Management
Iowa
$568K -$50.2K -613 -8%
IWA
1884
Intercontinental Wealth Advisors
Texas
$566K -$13.1K -160 -2%
LCM
1885
Lee Capital Management
New York
$565K
BIA
1886
Biondo Investment Advisors
Pennsylvania
$563K -$329K -4,015 -37%
CCM
1887
Canal Capital Management
Virginia
$561K -$38.1K -466 -6%
BMCM
1888
Bryn Mawr Capital Management
Pennsylvania
$561K -$31.3K -382 -5%
HI
1889
Horizon Investments
North Carolina
$560K -$47.4K -579 -8%
RTS
1890
Round Table Services
New Jersey
$560K -$10.3K -126 -2%
AWM
1891
Affinity Wealth Management
Delaware
$557K -$98.3K -1,201 -15%
PFC
1892
Phocas Financial Corp
California
$555K -$972K -11,881 -63%
BOIA
1893
Bush ODonnell Investment Advisors
Missouri
$555K
PWS
1894
Paragon Wealth Strategies
Florida
$555K
KTA
1895
Keeley-Teton Advisors
Illinois
$554K +$181K +2,209 +47%
OFW
1896
Omnia Family Wealth
Florida
$548K +$33.6K +411 +6%
GC
1897
Gilbert & Cook
Iowa
$548K +$303K +3,702 +120%
ICOM
1898
Investment Counselors of Maryland
Maryland
$546K
VSWA
1899
Vontobel Swiss Wealth Advisors
Switzerland
$545K -$57.3K -700 -9%
SCM
1900
Stonehearth Capital Management
Massachusetts
$544K -$144K -1,759 -21%

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.