We are live on ! Find out more
XOM icon

ExxonMobil

2,211 hedge funds and large institutions have $181B invested in ExxonMobil in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 836 increasing their positions, 1,060 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

2% more capital invested

Capital invested by funds: $178B → $181B (+$3.71B)

0.28% more ownership

Funds ownership: 51.95%52.23% (+0.28%)

0% less funds holding

Funds holding: 2,2122,211 (-1)

11% less funds holding in top 10

Funds holding in top 10: 459409 (-50)

21% less repeat investments, than reductions

Existing positions increased: 836 | Existing positions reduced: 1,060

41% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.23B

Holders
2,211
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
55.11%
Holding in Top 10
409
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-10.89%
% of All Funds
10.19%
New
77
Increased
836
Reduced
1,060
Closed
59
Calls
$1.91B
Puts
$3.23B
Net Calls
-$1.32B
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
226
Mawer Investment Management
Alberta, Canada
$54.7M -$23.8M -300,347 -31%
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$54.4M +$2.89M +36,368 +6%
QI
228
QS Investors
New York
$54M +$445K +5,605 +0.9%
N
229
Natixis
France
$53.8M +$18.9M +237,626 +57%
PWLP
230
Prio Wealth Limited Partnership
Massachusetts
$53.8M -$316K -3,979 -0.6%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$53.6M +$765K +9,630 +1%
KCM
232
Kornitzer Capital Management
Kansas
$53.4M +$1.38M +17,395 +3%
AG
233
Advisor Group
Arizona
$53.4M +$715K +9,008 +1%
DADC
234
D.A. Davidson & Co
Montana
$52.9M +$3.71M +46,776 +8%
RRAM
235
River Road Asset Management
Kentucky
$52.4M -$1.12M -14,119 -2%
DILIC
236
Dai-ichi Life Insurance Company
Japan
$52M +$2.33M +29,317 +5%
BAPIM
237
British Airways Pensions Investment Management
United Kingdom
$51M -$2.61M -32,854 -5%
NRS
238
Neville Rodie & Shaw
New York
$50.5M -$648K -8,161 -1%
ZIG
239
Zurich Insurance Group
Switzerland
$50.1M -$2.76M -34,758 -5%
NPA
240
Nichols & Pratt Advisers
Massachusetts
$50.1M -$305K -3,838 -0.6%
FTIOP
241
Fiduciary Trust International of Pennsylvania
Pennsylvania
$49.6M +$766K +9,643 +2%
IGIM
242
I.G. Investment Management
Manitoba, Canada
$49.3M -$81.6M -1,027,589 -63%
William Blair & Company
243
William Blair & Company
Illinois
$48.7M -$4.15M -52,270 -8%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$48.7M -$1.38M -17,375 -3%
GG
245
Gofen & Glossberg
Illinois
$48.3M -$812K -10,232 -2%
MSA
246
Mason Street Advisors
Wisconsin
$48.2M +$9.93K +125 +0%
DRZID
247
DePrince Race & Zollo Inc (DRZ)
Florida
$47.8M -$11.7M -147,289 -20%
BC
248
Bartlett & Co
Ohio
$47.4M -$518K -6,528 -1%
BFS
249
Bradley Foster & Sargent
Connecticut
$47.1M -$2.52M -31,783 -5%
MA
250
MUFG Americas
New York
$46.9M -$2.06M -25,982 -4%

XOM Hedge Fund Activity: Q3 2017 in Review

2,211 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2017, worth a combined $181B — up 2.1% from $178B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new XOM positions and 59 closed out — a net gain of 18 holders — while 836 added to existing stakes and 1,060 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $472M. The largest seller was Fidelity Investments, cutting an estimated $239M.

  • 2,211 institutional investors held ExxonMobil (XOM) as of Q3 2017, down from 2,212 in Q2 2017.
  • Funds reported $181B of ExxonMobil stock for Q3 2017, up 2.1% quarter-over-quarter.
  • 77 funds opened new ExxonMobil positions in Q3 2017 and 59 closed out, a net change of +18 holders.
  • The largest ExxonMobil buyer in Q3 2017 was T. Rowe Price Associates, an estimated $472M added.
  • The largest ExxonMobil seller in Q3 2017 was Fidelity Investments, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2017.