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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
CPA
1901
Cowen Prime Advisors
New York
$541K
PC
1902
Palo Capital
California
$541K
MWM
1903
Mascoma Wealth Management
New Hampshire
$539K -$1.24M -15,202 -69%
AIA
1904
Allegis Investment Advisors
Idaho
$536K +$202K +2,469 +59%
KIA
1905
Kopp Investment Advisors
Minnesota
$534K +$1.23K +15 +0.2%
GJCM
1906
Grand Jean Capital Management
California
$534K +$29.9K +365 +6%
HC
1907
Hawkins Capital
Texas
$532K
IWA
1908
Inspirion Wealth Advisors
Illinois
$527K
PK
1909
Pflug Koory
Nebraska
$526K +$4.09K +50 +0.8%
GC
1910
Garde Capital
Washington
$525K -$81.8K -1,000 -13%
CA
1911
CapWealth Advisors
Tennessee
$525K +$41.5K +507 +8%
NFGCM
1912
Norman Fields Gottscho Capital Management
New York
$523K
DIA
1913
Davidson Investment Advisors
Montana
$522K -$4.84M -59,184 -90%
NIMC
1914
NWQ Investment Management Company
California
$522K
TCM
1915
Traynor Capital Management
Pennsylvania
$522K +$15.9K +194 +3%
WCM
1916
Wealthcare Capital Management
Virginia
$521K +$164 +2 +0%
SIC
1917
Shoker Investment Counsel
Ohio
$521K +$78.5K +960 +17%
KSA
1918
Ken Stern & Associates
California
$520K +$818 +10 +0.2%
B
1919
Bridgeworth
Alabama
$520K +$111K +1,352 +26%
DA
1920
Dillon & Associates
Michigan
$517K -$20.5K -250 -4%
SFI
1921
SPC Financial Inc
Maryland
$514K -$2.04K -25 -0.4%
KF
1922
Krilogy Financial
Missouri
$512K -$362K -4,427 -41%
ATIA
1923
American Trust Investment Advisors
New Hampshire
$512K +$10.2K +125 +2%
FC
1924
Ferris Capital
Massachusetts
$512K +$519K +6,346 New
FP
1925
FDO Partners
Massachusetts
$510K -$2.22M -27,172 -81%

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.