We are live on ! Find out more
XOM icon

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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1.08B -$239M -3,012,692 -19%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$1.01B +$15.1M +190,293 +2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$978M -$9.54M -120,100 -1%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$926M +$48.3M +608,167 +6%
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$925M -$9.25M -116,466 -1%
First Eagle Investment Management
31
First Eagle Investment Management
New York
$879M +$284M +3,582,422 +50%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$863M -$11.5M -144,460 -1%
Franklin Resources
33
Franklin Resources
California
$848M -$2.4M -30,189 -0.3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$822M -$6.86M -86,351 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$810M +$202M +2,539,700 +35%
PPA
36
Parametric Portfolio Associates
Washington
$770M -$132K -1,666 -0%
Federated Hermes
37
Federated Hermes
Pennsylvania
$765M +$50.6M +636,882 +7%
Prudential Financial
38
Prudential Financial
New Jersey
$764M -$146M -1,841,860 -17%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$731M -$16.1M -202,907 -2%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$731M +$14.1M +177,916 +2%
UBS Group
41
UBS Group
Switzerland
$713M +$60.3M +759,797 +10%
AllianceBernstein
42
AllianceBernstein
Tennessee
$697M -$9.07M -114,198 -1%
LSV Asset Management
43
LSV Asset Management
Illinois
$697M -$14.8M -186,854 -2%
Principal Financial Group
44
Principal Financial Group
Iowa
$689M -$31.9M -402,129 -5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$663M +$105M +1,326,393 +20%
TA
46
Teachers Advisors
New York
$639M -$22.4M -282,468 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$632M +$5.84M +73,527 +1%
Deutsche Bank
48
Deutsche Bank
Germany
$622M +$34.9M +439,225 +6%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$605M -$37.6M -473,625 -6%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$594M -$5.03M -63,300 -0.9%

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.