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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
SIG
2001
Schaller Investment Group
North Carolina
$404K
MFT
2002
Moisand Fitzgerald Tamayo
Florida
$402K
I2I
2003
Insight 2811 Inc
Illinois
$401K -$73.6K -900 -15%
IFS
2004
Ifrah Financial Services
Arkansas
$401K
MAA
2005
Mraz Amerine & Associates
California
$399K +$82 +1 +0%
CC
2006
Cognios Capital
Kansas
$399K +$1.55K +19 +0.4%
RVPG
2007
Relative Value Partners Group
$397K -$260K -3,180 -39%
SHWM
2008
Smith & Howard Wealth Management
Georgia
$396K -$9.49K -116 -2%
ICM
2009
IMS Capital Management
Oregon
$396K +$245 +3 +0.1%
BPCE
2010
Bank Pictet & Cie (Europe)
Germany
$395K -$11.5K -140 -3%
EMB
2011
Elefante Mark B
$394K +$11.5K +140 +3%
FIM
2012
Friedberg Investment Management
Texas
$393K -$73.6K -900 -16%
PCM
2013
Pointe Capital Management
Michigan
$391K -$5.73K -70 -1%
CAM
2014
ClariVest Asset Management
California
$389K -$7.86K -96 -2%
RPAM
2015
Rhenman & Partners Asset Management
Sweden
$389K
RPG
2016
Risk Paradigm Group
Texas
$383K -$128K -1,563 -25%
PFC
2017
Poplar Forest Capital
California
$381K -$24.5K -300 -6%
HS
2018
Huntington Steele
Pennsylvania
$381K
BIAS
2019
Beacon Investment Advisory Services
New Jersey
$379K +$56.5K +691 +17%
MWM
2020
Meridian Wealth Management
Kentucky
$378K -$932K -11,393 -71%
BWM
2021
BigSur Wealth Management
Florida
$378K
MIM
2022
Midwest Investment Management
Ohio
$378K
CCP
2023
Clarkston Capital Partners
Michigan
$377K -$77.7K -950 -17%
AIA
2024
Arbor Investment Advisors
North Carolina
$377K -$26.7K -326 -7%
FAM
2025
Foresters Asset Management
Ontario, Canada
$377K +$40.9K +500 +16%

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.