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ExxonMobil

2,219 hedge funds and large institutions have $179B invested in ExxonMobil in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 904 increasing their positions, 1,006 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 88

0.41% more ownership

Funds ownership: 52.33%52.74% (+0.41%)

1% less funds holding

Funds holding: 2,2322,219 (-13)

8% less capital invested

Capital invested by funds: $196B → $179B (-$16.3B)

10% less repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 1,006

21% less funds holding in top 10

Funds holding in top 10: 609483 (-126)

26% less call options, than puts

Call options by funds: $1.82B | Put options by funds: $2.45B

Holders
2,219
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
55.23%
Holding in Top 10
483
Holding in Top 10 Change
-126
Holding in Top 10 Change %
-20.69%
% of All Funds
12.02%
New
99
Increased
904
Reduced
1,006
Closed
88
Calls
$1.82B
Puts
$2.45B
Net Calls
-$634M
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$56.9M +$2.71M +32,451 +5%
ORIO
227
Old Republic International (ORI)
Illinois
$56.6M +$3.01M +36,000 +5%
BTS
228
BB&T Securities
Virginia
$56.2M +$4.34M +51,905 +8%
FAF
229
Fjarde Ap-fonden
Sweden
$55.8M -$5.06M -60,569 -8%
RRAM
230
River Road Asset Management
Kentucky
$54.7M -$1.55M -18,530 -3%
ZIG
231
Zurich Insurance Group
Switzerland
$54.5M +$3.43M +41,051 +7%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$54.2M +$2.25M +26,982 +4%
BAPIM
233
British Airways Pensions Investment Management
United Kingdom
$53.7M -$5.23M -62,567 -9%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$53.2M -$1.38M -16,550 -2%
PWLP
235
Prio Wealth Limited Partnership
Massachusetts
$53.2M -$1.02M -12,265 -2%
HCM
236
Hamlin Capital Management
New York
$52.5M +$53.3M +637,588 +21,119%
NRS
237
Neville Rodie & Shaw
New York
$52.5M -$479K -5,731 -0.9%
USSCPF
238
United States Steel & Carnegie Pension Fund
New York
$52.5M
KCM
239
Kornitzer Capital Management
Kansas
$52.4M +$2.05M +24,580 +4%
Ninety One (UK)
240
Ninety One (UK)
United Kingdom
$51.4M +$15.4M +184,469 +42%
BFS
241
Bradley Foster & Sargent
Connecticut
$51.1M -$215K -2,576 -0.4%
NPA
242
Nichols & Pratt Advisers
Massachusetts
$50.8M -$1.64M -19,666 -3%
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$50.8M +$88.1K +1,055 +0.2%
MA
244
MUFG Americas
New York
$50.6M -$1.67M -20,049 -3%
QI
245
QS Investors
New York
$50.4M -$14.7M -175,774 -22%
ZIM
246
Zacks Investment Management
Illinois
$50.3M +$5.14M +61,492 +11%
BC
247
Bartlett & Co
Ohio
$49.9M -$134K -1,606 -0.3%
FAF
248
Första AP-fonden
Sweden
$49.8M +$8.16M +97,727 +19%
GG
249
Gofen & Glossberg
Illinois
$49.8M +$182K +2,176 +0.4%
AG
250
Advisor Group
Arizona
$49.7M +$1.7M +20,335 +3%

XOM Hedge Fund Activity: Q1 2017 in Review

2,219 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2017, worth a combined $179B — down 8.3% from $196B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XOM positions and 88 closed out — a net gain of 11 holders — while 904 added to existing stakes and 1,006 trimmed.

The largest buyer was BlackRock, adding an estimated $20.2B. The largest seller was Capital World Investors, cutting an estimated $1.14B.

  • 2,219 institutional investors held ExxonMobil (XOM) as of Q1 2017, down from 2,232 in Q4 2016.
  • Funds reported $179B of ExxonMobil stock for Q1 2017, down 8.3% quarter-over-quarter.
  • 99 funds opened new ExxonMobil positions in Q1 2017 and 88 closed out, a net change of +11 holders.
  • The largest ExxonMobil buyer in Q1 2017 was BlackRock, an estimated $20.2B added.
  • The largest ExxonMobil seller in Q1 2017 was Capital World Investors, an estimated $1.14B sold.

Based on aggregated 13F filings for Q1 2017.