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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
BHB
2101
Bank Hapoalim BM
Israel
$269K
WIM
2102
Wittenberg Investment Management
Massachusetts
$268K +$28.6K +350 +12%
RCG
2103
Ruggie Capital Group
Florida
$267K +$164 +2 +0.1%
PS
2104
Portfolio Solutions
Michigan
$267K +$250K +3,059 +1,224%
BCM
2105
Bienville Capital Management
New York
$265K
LWA
2106
Lowe Wealth Advisors
Maryland
$262K
TCM
2107
TD Capital Management
Tennessee
$260K
GRP
2108
Global Retirement Partners
California
$257K +$15.2K +186 +6%
TG
2109
TLP Group
Illinois
$256K +$260K +3,177 New
NQWM
2110
Northwest Quadrant Wealth Management
Oregon
$254K -$18.2K -223 -7%
CAAS
2111
Capital Asset Advisory Services
Michigan
$254K -$13.5K -165 -5%
CWM
2112
Cranbrook Wealth Management
Michigan
$253K -$2.29K -28 -0.9%
IUHSA
2113
Itau Unibanco Holding S.A.
Brazil
$253K +$248K +3,037 +3,197%
BW
2114
Biegel & Waller
Maryland
$251K -$192K -2,350 -43%
IOOF
2115
Independent Order of Foresters
Ontario, Canada
$251K -$46.6K -570 -16%
HCM
2116
Heathbridge Capital Management
Ontario, Canada
$250K -$49.1K -600 -16%
GHA
2117
Garcia Hamilton & Associates
Texas
$248K -$170K -2,075 -40%
B
2118
Brightworth
Georgia
$248K
SQA
2119
Simon Quick Advisors
New Jersey
$246K -$315K -3,846 -56%
BWM
2120
Biltmore Wealth Management
Arizona
$245K
SCM
2121
Sitrin Capital Management
California
$244K -$20K -244 -7%
APSP
2122
Asset Planning Services (Pennsylvania)
Pennsylvania
$243K -$11.6K -142 -5%
TIM
2123
Total Investment Management
Arizona
$242K -$13.3K -162 -5%
EA
2124
Elm Advisors
California
$241K -$16.4K -200 -6%
GCA
2125
Greenwood Capital Associates
South Carolina
$238K -$20.5K -250 -8%

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.