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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
VC
501
Vicus Capital
Pennsylvania
$14.1M +$603K +7,597 +5%
CNAM
502
Campbell Newman Asset Management
Wisconsin
$14.1M -$934K -11,762 -6%
WCM
503
Wedge Capital Management
North Carolina
$14.1M +$655K +8,253 +5%
FFIC
504
First Fiduciary Investment Counsel
Ohio
$14.1M +$71.5K +900 +0.5%
WTC
505
WhitTier Trust Company
Nevada
$14.1M -$28.7K -362 -0.2%
GHA
506
GW Henssler & Associates
Georgia
$14M -$227K -2,861 -2%
HAG
507
HighPoint Advisor Group
Illinois
$13.9M -$50.8K -640 -0.4%
FWCM
508
Ferguson Wellman Capital Management
Oregon
$13.9M -$131K -1,651 -1%
OAM
509
Oppenheimer Asset Management
New York
$13.9M +$1.67K +21 +0%
EWA
510
EP Wealth Advisors
California
$13.9M +$789K +9,941 +6%
LNB
511
Ledyard National Bank
$13.9M +$252K +3,168 +2%
B
512
Barings
North Carolina
$13.8M -$1.06M -13,400 -7%
LS
513
Livforsakringsbolaget Skandia
Sweden
$13.8M +$119K +1,500 +0.9%
CCM
514
Chilton Capital Management
Texas
$13.8M +$50.8K +640 +0.4%
MC
515
Middleton & Co
Massachusetts
$13.7M +$504K +6,344 +4%
FNFDCM
516
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.7M -$1.74M -21,963 -12%
OI
517
Oakbrook Investments
Illinois
$13.7M -$6.12M -77,100 -32%
TAM
518
Tyers Asset Management
Texas
$13.6M -$304K -3,824 -2%
SC
519
Stralem & Co
New York
$13.6M -$3.21M -40,400 -20%
OA
520
Oxbow Advisors
Texas
$13.6M -$43K -541 -0.3%
AA
521
Apriem Advisors
California
$13.6M +$727K +9,154 +6%
BT
522
Brandywine Trust
Delaware
$13.5M
KCM
523
Kanawha Capital Management
Virginia
$13.5M -$403K -5,076 -3%
FAB
524
First American Bank
Illinois
$13.5M -$379K -4,769 -3%
HA
525
Heartland Advisors
Wisconsin
$13.4M -$2.36M -29,660 -15%

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.