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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
WA
1926
WESPAC Advisors
California
$510K +$233K +2,848 +82%
CPA
1927
Clear Perspective Advisors
Illinois
$509K -$1.47K -18 -0.3%
TPW
1928
Tiller Private Wealth
Pennsylvania
$506K -$15.1K -185 -3%
MSTVIM
1929
Messner & Smith Theme Value Investment Management
California
$506K
RWM
1930
Ritholtz Wealth Management
New York
$502K +$509K +6,215 New
SFS
1931
Summit Financial Strategies
Ohio
$498K +$504K +6,163 New
IP
1932
Intellectus Partners
California
$497K +$3.35K +41 +0.7%
FBFS
1933
First Business Financial Services
Wisconsin
$496K -$28.1K -343 -5%
EVC
1934
Eidelman Virant Capital
Missouri
$496K
FPF
1935
FNY Partners Fund
New York
$491K -$489K -5,975 -50%
MCM
1936
Millie Capital Management
California
$489K -$82 -1 -0%
NCM
1937
Northside Capital Management
Oregon
$485K -$763K -9,321 -61%
FMA
1938
FNY Managed Accounts
New York
$484K +$371K +4,538 +310%
AIP
1939
ARS Investment Partners
New York
$483K
PFM
1940
Peak Financial Management
Massachusetts
$481K -$72.2K -883 -13%
BAM
1941
Baring Asset Management
United Kingdom
$481K
EWM
1942
Empirical Wealth Management
Washington
$479K +$38.2K +467 +9%
SCP
1943
Sandhill Capital Partners
New York
$475K +$20.5K +250 +4%
CAW
1944
Cornerstone Advisors (Washington)
Washington
$473K -$34.9K -426 -7%
LFG
1945
LifePlan Financial Group
Ohio
$473K +$110K +1,343 +30%
CYG
1946
Clean Yield Group
Vermont
$469K -$164K -2,000 -26%
LFA
1947
Landmark Financial Advisors
Kentucky
$469K -$15.9K -194 -3%
SIAP
1948
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$467K -$1.59M -19,480 -77%
HCM
1949
Hutner Capital Management
Vermont
$465K -$28.2K -345 -6%
CRM
1950
Cramer Rosenthal McGlynn
Connecticut
$464K

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.