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ExxonMobil

2,232 hedge funds and large institutions have $196B invested in ExxonMobil in 2016 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 799 increasing their positions, 1,020 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 56

5% more funds holding

Funds holding: 2,1242,232 (+108)

4% more funds holding in top 10

Funds holding in top 10: 583609 (+26)

5% more capital invested

Capital invested by funds: $187B → $196B (+$8.83B)

3% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $3.21B

0.26% more ownership

Funds ownership: 52.08%52.33% (+0.26%)

22% less repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 1,020

Holders
2,232
Holders Change
+108
Holders Change %
+5.08%
% of All Funds
55.79%
Holding in Top 10
609
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+4.46%
% of All Funds
15.22%
New
199
Increased
799
Reduced
1,020
Closed
56
Calls
$3.32B
Puts
$3.21B
Net Calls
+$110M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.37B -$2.47M -28,233 -0.2%
UBS Group
27
UBS Group
Switzerland
$1.24B +$49.2M +562,697 +4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1.24B -$66.6M -762,611 -5%
Swiss National Bank
29
Swiss National Bank
Switzerland
$1.12B -$839K -9,600 -0.1%
UBS AM
30
UBS AM
Illinois
$1.1B -$38.3M -438,816 -3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$1.07B -$59.3M -678,343 -5%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$1.07B -$42.7M -488,733 -4%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.05B -$19.3M -220,400 -2%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$1.04B -$29.6M -338,340 -3%
BIM
35
BlackRock Investment Management
Delaware
$1B -$22M -251,237 -2%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1B -$50.6M -579,300 -5%
Prudential Financial
37
Prudential Financial
New Jersey
$861M -$20.3M -231,820 -2%
PPA
38
Parametric Portfolio Associates
Washington
$853M +$41.7M +477,436 +5%
APG Asset Management
39
APG Asset Management
Netherlands
$839M -$26M -297,700 -3%
BlackRock
40
BlackRock
New York
$833M -$40.1M -459,244 -5%
LSV Asset Management
41
LSV Asset Management
Illinois
$831M -$54.9M -628,673 -6%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$808M -$20.1M -229,800 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$803M +$66.9M +765,506 +9%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$792M -$20.1M -230,408 -3%
Invesco
45
Invesco
Georgia
$730M -$59.8M -683,890 -8%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$719M -$10.7M -122,715 -2%
BA
47
BlackRock Advisors
Delaware
$718M -$177M -2,024,421 -20%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$678M -$12.9M -147,406 -2%
Deutsche Bank
49
Deutsche Bank
Germany
$664M -$378M -4,320,865 -37%
Principal Financial Group
50
Principal Financial Group
Iowa
$658M -$130M -1,489,806 -17%

XOM Hedge Fund Activity: Q4 2016 in Review

2,232 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2016, worth a combined $196B — up 4.7% from $187B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new XOM positions and 56 closed out — a net gain of 143 holders — while 799 added to existing stakes and 1,020 trimmed.

The largest buyer was State Street, adding an estimated $726M. The largest seller was Mizuho Trust & Banking, exiting entirely with an estimated $577M sold.

  • 2,232 institutional investors held ExxonMobil (XOM) as of Q4 2016, up from 2,124 in Q3 2016.
  • Funds reported $196B of ExxonMobil stock for Q4 2016, up 4.7% quarter-over-quarter.
  • 199 funds opened new ExxonMobil positions in Q4 2016 and 56 closed out, a net change of +143 holders.
  • The largest ExxonMobil buyer in Q4 2016 was State Street, an estimated $726M added.
  • The largest ExxonMobil seller in Q4 2016 was Mizuho Trust & Banking, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2016.