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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
BFO
476
Boston Family Office
Massachusetts
$15.1M -$253K -3,186 -2%
CCM
477
Cadence Capital Management
Massachusetts
$15.1M +$974K +12,270 +7%
CCT
478
Country Club Trust
Missouri
$15.1M +$681K +8,573 +5%
WSCM
479
Wellington Shields Capital Management
New York
$15M -$473K -5,960 -3%
SBH
480
Segall Bryant & Hamill
Illinois
$15M +$290K +3,654 +2%
ELI
481
Empire Life Investments
Ontario, Canada
$14.9M -$289K -3,645 -2%
AT
482
Argent Trust
Texas
$14.9M -$212K -2,667 -1%
LDB
483
Lee, Danner & Bass
Tennessee
$14.8M -$233K -2,939 -2%
HCM
484
Highbridge Capital Management
New York
$14.8M +$14.3M +180,020 New
AF
485
Ally Financial
Michigan
$14.8M
BB
486
Busey Bank
Illinois
$14.7M -$267K -3,366 -2%
VFM
487
Viking Fund Management
North Dakota
$14.7M -$322K -4,050 -2%
CIS
488
Connors Investor Services
Pennsylvania
$14.5M +$91K +1,146 +0.7%
RWA
489
Ropes Wealth Advisors
Massachusetts
$14.4M +$92.5K +1,165 +0.7%
MC
490
Moors & Cabot
Massachusetts
$14.4M +$2.05M +25,794 +17%
BCM
491
Bridgeway Capital Management
Texas
$14.4M +$408K +5,135 +3%
AIP
492
Ameritas Investment Partners
Nebraska
$14.4M +$209K +2,633 +1%
LMGAM
493
Liberty Mutual Group Asset Management
Massachusetts
$14.4M -$7.13M -89,811 -34%
CLOS
494
Compagnie Lombard Odier SCmA
Switzerland
$14.3M -$3.91M -49,260 -22%
CB
495
Chemical Bank
Michigan
$14.3M -$2.03M -25,602 -13%
PFPT
496
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.2M +$3.18M +40,005 +30%
BGIM
497
Brandywine Global Investment Management
Pennsylvania
$14.2M +$827K +10,418 +6%
BAMF
498
BI Asset Management Fondsmaeglerselskab
Denmark
$14.2M
HIC
499
Harvey Investment Company
Kentucky
$14.2M -$265K -3,340 -2%
BBA
500
BLB&B Advisors
Pennsylvania
$14.2M +$231K +2,906 +2%

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.