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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1.27B -$52.2M -588,212 -4%
UBS Group
27
UBS Group
Switzerland
$1.15B +$125M +1,410,898 +12%
UBS AM
28
UBS AM
Illinois
$1.1B +$117M +1,320,405 +12%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$1.09B +$42.2M +476,028 +4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.08B -$13.9M -157,000 -1%
Fayez Sarofim & Co
31
Fayez Sarofim & Co
Texas
$1.08B +$285M +3,211,005 +35%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$1.04B -$31.5M -354,942 -3%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.03B +$8.5M +95,758 +0.8%
Deutsche Bank
34
Deutsche Bank
Germany
$1.02B +$150M +1,685,591 +17%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.02B -$56.5M -636,700 -5%
BIM
36
BlackRock Investment Management
Delaware
$990M -$12.9M -145,646 -1%
APG Asset Management
37
APG Asset Management
Netherlands
$882M +$46.4M +522,900 +5%
BA
38
BlackRock Advisors
Delaware
$871M -$86.4M -973,494 -9%
LSV Asset Management
39
LSV Asset Management
Illinois
$858M +$4.99M +56,300 +0.6%
Prudential Financial
40
Prudential Financial
New Jersey
$853M -$24.4M -275,067 -3%
BlackRock
41
BlackRock
New York
$846M +$7.84M +88,394 +0.9%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$802M +$11.5M +130,000 +1%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$786M +$18.7M +211,048 +2%
PPA
44
Parametric Portfolio Associates
Washington
$783M +$31.6M +356,328 +4%
Principal Financial Group
45
Principal Financial Group
Iowa
$766M +$41M +461,787 +6%
Invesco
46
Invesco
Georgia
$765M -$120M -1,352,588 -13%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$710M +$3.48M +39,269 +0.5%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$706M +$15.1M +170,012 +2%
ClearBridge Investments
49
ClearBridge Investments
New York
$673M +$2.89M +32,568 +0.4%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$668M -$28.8M -324,472 -4%

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.