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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
IA
351
IFP Advisors
Florida
$26.4M -$244K -3,067 -0.9%
JGUA
352
John G. Ullman & Associates
New York
$25.9M +$5.26M +66,239 +27%
TCM
353
Twin Capital Management
Pennsylvania
$25.5M -$357K -4,490 -1%
VDI
354
Vaughan David Investments
Illinois
$25.4M -$38.4K -483 -0.2%
ABC
355
Associated Banc-Corp
Wisconsin
$25M +$374K +4,708 +2%
SOADOR
356
State of Alaska Department of Revenue
Alaska
$24.9M +$8.09M +101,825 +50%
SIC
357
Schwartz Investment Counsel
Michigan
$24.8M +$411K +5,174 +2%
LBC
358
Lowe Brockenbrough & Co
Virginia
$24.7M -$94.5K -1,190 -0.4%
RG
359
Rathbones Group
United Kingdom
$24.7M -$438K -5,516 -2%
Balyasny Asset Management
360
Balyasny Asset Management
Illinois
$24.6M +$15.6M +196,999 +190%
CONA
361
Capital One National Association
New York
$24.5M +$1.11M +13,961 +5%
BMO
362
Beck Mack & Oliver
New York
$24.3M -$279K -3,516 -1%
BAM
363
Berkshire Asset Management
Pennsylvania
$24.3M +$6.53M +82,187 +38%
DCM
364
Dupont Capital Management
Delaware
$24.2M -$784K -9,874 -3%
DWM
365
Destination Wealth Management
California
$24M +$677K +8,527 +3%
OTPPB
366
Ontario Teachers' Pension Plan Board
Ontario, Canada
$24M +$1.31M +16,512 +6%
IA
367
Icon Advisers
Colorado
$23.9M -$10.6M -133,700 -31%
MCIM
368
Meadow Creek Investment Management
Georgia
$23.9M -$531K -6,692 -2%
FNBOO
369
First National Bank of Omaha
Nebraska
$23.8M +$138K +1,732 +0.6%
DWA
370
Douglass Winthrop Advisors
New York
$23.6M -$1.55M -19,474 -6%
RJT
371
Raymond James Trust
Florida
$23.6M -$688K -8,659 -3%
GJIC
372
Gamble Jones Investment Counsel
California
$23.5M -$806K -10,148 -3%
PCA
373
Personal Capital Advisors
California
$23.5M +$1.99M +25,067 +10%
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$23.5M +$218K +2,747 +1%
FRM
375
Foundation Resource Management
Arkansas
$23.5M +$504K +6,353 +2%

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.