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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
RC
501
RegentAtlantic Capital
New Jersey
$15.7M +$11K +124 +0.1%
MYAM
502
Meiji Yasuda Asset Management
Japan
$15.7M +$2.31M +26,004 +17%
OA
503
Oxbow Advisors
Texas
$15.6M +$75K +845 +0.5%
VWM
504
Valley Wealth Managers
New Jersey
$15.5M +$793K +8,936 +5%
EFS
505
Essex Financial Services
Connecticut
$15.5M -$375K -4,226 -2%
AHC
506
Adell Harriman & Carpenter
Texas
$15.4M -$365K -4,116 -2%
AssetMark Inc
507
AssetMark Inc
California
$15.4M +$14.3M +160,633 +1,015%
CAG
508
Crestwood Advisors Group
Massachusetts
$15.3M -$2.53M -28,469 -14%
KCM
509
Kanawha Capital Management
Virginia
$15.2M +$355 +4 +0%
Mirae Asset Global Investments
510
Mirae Asset Global Investments
South Korea
$15.1M -$210K -2,362 -1%
CCT
511
Country Club Trust
Missouri
$15.1M -$426K -4,798 -3%
ACN
512
Advisor Consultant Network
Ohio
$15.1M +$15.3M +172,649 New
NI
513
Numeric Investors
Massachusetts
$15.1M -$12.6M -141,500 -45%
SBH
514
Segall Bryant & Hamill
Illinois
$15M -$287K -3,236 -2%
SOADOR
515
State of Alaska Department of Revenue
Alaska
$15M +$3.17M +35,705 +26%
MC
516
Middleton & Co
Massachusetts
$15M -$65.9K -743 -0.4%
PR
517
Payden & Rygel
California
$15M +$1.46M +16,500 +11%
LDB
518
Lee, Danner & Bass
Tennessee
$14.9M +$140K +1,581 +0.9%
SPC
519
Stewart & Patten Company
California
$14.8M -$88.5K -997 -0.6%
VIP
520
Vantage Investment Partners
Missouri
$14.8M +$488K +5,503 +3%
LIA
521
LS Investment Advisors
Michigan
$14.8M -$957K -10,789 -6%
BT
522
Brandywine Trust
Delaware
$14.8M -$266K -3,000 -2%
FIB
523
First Interstate Bank
Montana
$14.8M +$209K +2,358 +1%
RMA
524
Roffman Miller Associates
Pennsylvania
$14.7M +$265K +2,991 +2%
JG
525
Jefferies Group
New York
$14.7M +$14.8M +167,346 +13,388%

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.