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ExxonMobil

2,123 hedge funds and large institutions have $187B invested in ExxonMobil in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 830 increasing their positions, 963 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $3.7B | Put options by funds: $3.05B

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0.6% more ownership

Funds ownership: 51.48%52.08% (+0.6%)

1% less funds holding

Funds holding: 2,1442,123 (-21)

7% less capital invested

Capital invested by funds: $200B → $187B (-$13B)

14% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 963

15% less funds holding in top 10

Funds holding in top 10: 688583 (-105)

Holders
2,123
Holders Change
-21
Holders Change %
-0.98%
% of All Funds
56.64%
Holding in Top 10
583
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-15.26%
% of All Funds
15.55%
New
72
Increased
830
Reduced
963
Closed
67
Calls
$3.7B
Puts
$3.05B
Net Calls
+$644M
Net Calls Change
+$813M
Name Holding Trade Value Shares
Change
Change in
Stake
ACPU
451
Arrowgrass Capital Partners (US)
Delaware
$19.3M +$14.2M +160,003 +263%
Toronto Dominion Bank
452
Toronto Dominion Bank
Ontario, Canada
$19.2M +$8.15M +91,836 +72%
B
453
Barings
North Carolina
$19.1M -$6.53M -73,600 -25%
Victory Capital Management
454
Victory Capital Management
Texas
$19.1M +$2.15M +24,253 +12%
QAM
455
QCI Asset Management
New York
$18.9M -$242K -2,725 -1%
MIAN
456
Mariner Independent Advisor Network
Kansas
$18.8M +$1.01M +11,349 +6%
ZB
457
Zions Bancorporation
Utah
$18.7M +$3.75M +42,213 +24%
CIBC World Market
458
CIBC World Market
Ontario, Canada
$18.6M +$5.47M +61,658 +41%
SC
459
Stralem & Co
New York
$18.6M -$2.82M -31,755 -13%
DP
460
Dearborn Partners
Illinois
$18.4M +$178K +2,004 +1%
BC
461
Burney Company
Virginia
$18.3M +$1.72M +19,421 +10%
EHC
462
Everett Harris & Co
California
$18.2M +$58.4K +658 +0.3%
SMH
463
Sanders Morris Harris
Texas
$18.2M -$4.79M -53,978 -21%
TCOV
464
Trust Company of Vermont
Vermont
$18.1M +$113K +1,274 +0.6%
MFS
465
MSI Financial Services
Massachusetts
$17.9M -$2.51M -28,248 -12%
MHIC
466
Marble Harbor Investment Counsel
Massachusetts
$17.8M -$104K -1,174 -0.6%
CTI
467
Community Trust & Investment
Kentucky
$17.8M -$3.24M -36,494 -15%
FMBTD
468
First Midwest Bank Trust Division
Illinois
$17.7M -$15.6K -176 -0.1%
WSCM
469
Wellington Shields Capital Management
New York
$17.7M +$11.1K +125 +0.1%
CFA
470
Carroll Financial Associates
North Carolina
$17.6M +$2.01M +22,633 +13%
Daiwa Securities Group
471
Daiwa Securities Group
Japan
$17.6M -$951K -10,718 -5%
PAM
472
Private Asset Management
California
$17.5M +$181K +2,040 +1%
PFM
473
Parsec Financial Management
North Carolina
$17.5M +$694K +7,822 +4%
FP
474
Foundry Partners
Minnesota
$17.5M +$4.08M +46,030 +30%
HP
475
Hikari Power
Japan
$17.5M

XOM Hedge Fund Activity: Q3 2016 in Review

2,123 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2016, worth a combined $187B — down 6.5% from $200B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XOM positions and 67 closed out — a net gain of 5 holders — while 830 added to existing stakes and 963 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $970M. The largest seller was Bank of America, cutting an estimated $674M.

  • 2,123 institutional investors held ExxonMobil (XOM) as of Q3 2016, down from 2,144 in Q2 2016.
  • Funds reported $187B of ExxonMobil stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 72 funds opened new ExxonMobil positions in Q3 2016 and 67 closed out, a net change of +5 holders.
  • The largest ExxonMobil buyer in Q3 2016 was Capital Research Global Investors, an estimated $970M added.
  • The largest ExxonMobil seller in Q3 2016 was Bank of America, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2016.