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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
FIB
451
First Interstate Bank
Montana
$17M -$5.96M -75,036 -27%
CA
452
Cortland Advisers
Delaware
$16.7M -$488K -6,144 -3%
GL
453
GLG LLC
New York
$16.7M -$1.27M -16,035 -7%
CA
454
Cetera Advisors
Colorado
$16.6M -$338K -4,257 -2%
EHC
455
Everett Harris & Co
California
$16.5M -$96.6K -1,217 -0.6%
CA
456
Clearstead Advisors
Ohio
$16.4M -$105K -1,324 -0.7%
PHAM
457
Pacific Heights Asset Management
California
$16.4M
TIAAOA
458
Teachers Insurance & Annuity Association of America
New York
$16.3M
VWM
459
Valley Wealth Managers
New Jersey
$16.3M +$295K +3,716 +2%
BST
460
Bath Savings Trust
Maine
$16.2M -$327K -4,117 -2%
Natixis Advisors
461
Natixis Advisors
Massachusetts
$16.2M -$4.16M -52,335 -21%
WHG
462
Westwood Holdings Group
Texas
$16M -$2.1M -26,405 -12%
FMBTD
463
First Midwest Bank Trust Division
Illinois
$15.9M -$276K -3,475 -2%
HC
464
Henshaw Capital
Massachusetts
$15.8M +$31.8K +401 +0.2%
RE
465
RBC Europe
United Kingdom
$15.6M +$15.1M +190,433 New
PAM
466
Private Asset Management
California
$15.5M -$997K -12,555 -6%
Daiwa Securities Group
467
Daiwa Securities Group
Japan
$15.4M -$394K -4,959 -3%
RFA
468
Reilly Financial Advisors
California
$15.4M +$84.2K +1,061 +0.6%
CAG
469
Crestwood Advisors Group
Massachusetts
$15.4M +$160K +2,016 +1%
BFG
470
Beacon Financial Group
Texas
$15.2M +$160K +2,021 +1%
CI
471
Cigna Investments
Connecticut
$15.2M -$202K -2,545 -1%
Two Sigma Advisers
472
Two Sigma Advisers
New York
$15.2M -$22.5M -282,781 -60%
RCM
473
Radnor Capital Management
Pennsylvania
$15.2M
SHCM
474
Stokes & Hubbell Capital Management
Louisiana
$15.1M +$2.09M +26,379 +17%
SCM
475
Segantii Capital Management
Hong Kong
$15.1M

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.