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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
BC
2126
Barnett & Company
Tennessee
$236K +$20.1K +246 +9%
CCM
2127
Colorado Capital Management
Colorado
$232K +$327 +4 +0.1%
TCM
2128
Tradewinds Capital Management
Washington
$229K -$113K -1,383 -33%
CM
2129
Cornerstone Management
Georgia
$227K
LCM
2130
Laurion Capital Management
New York
$223K +$226K +2,767 New
ACM
2131
American Capital Management
New York
$219K
MFS
2132
Madrona Financial Services
Washington
$218K -$683K -8,345 -76%
CA
2133
Corrado Advisors
New Jersey
$218K -$48.8K -597 -18%
AZA
2134
Arthur Zaske & Associates
Michigan
$218K +$221K +2,700 New
RBC
2135
Roble Belko & Company
Pennsylvania
$217K -$27.4K -335 -11%
BIMC
2136
Benson Investment Management Company
Virginia
$216K
SA
2137
SRH Advisors
Kansas
$215K +$8.18K +100 +4%
VA
2138
Valmark Advisers
Ohio
$214K +$4.99K +61 +2%
VIM
2139
Veritas Investment Management
United Kingdom
$213K
OWM
2140
Orgel Wealth Management
Wisconsin
$212K -$49.8K -609 -19%
SAM
2141
Shamrock Asset Management
Texas
$211K -$25.8K -315 -11%
UBV
2142
United Bank (Virginia)
Virginia
$211K
WA
2143
WP Advisors
California
$211K +$214K +2,619 New
AA
2144
AlphaMark Advisors
Kentucky
$210K -$75.4K -921 -26%
DRS
2145
Deane Retirement Strategies
Louisiana
$209K -$72.4K -885 -26%
GG
2146
GenWealth Group
New Jersey
$209K +$213K +2,599 New
CCA
2147
Clearwater Capital Advisors
Illinois
$207K -$19.6K -240 -9%
ACM
2148
Avalon Capital Management
California
$207K +$210K +2,564 New
PO
2149
Private Ocean
California
$206K
ACM
2150
Alta Capital Management
Utah
$204K

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.