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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
GHA
526
GW Henssler & Associates
Georgia
$14.7M +$76.7K +865 +0.5%
BBA
527
BLB&B Advisors
Pennsylvania
$14.7M +$113K +1,269 +0.8%
BAC
528
Boys Arnold & Co
North Carolina
$14.7M -$136K -1,535 -0.9%
SCI
529
SkyBridge Capital II
New York
$14.6M +$1.42M +16,000 +11%
HIM
530
Hermes Investment Management
United Kingdom
$14.5M +$1.52M +17,100 +11%
OPCM
531
Osborne Partners Capital Management
California
$14.5M -$3.72M -41,970 -20%
RWA
532
Ropes Wealth Advisors
Massachusetts
$14.5M +$77.7K +876 +0.5%
CCM
533
Chilton Capital Management
Texas
$14.5M +$391K +4,404 +3%
RFA
534
Reilly Financial Advisors
California
$14.5M +$822K +9,264 +6%
FPTW
535
Franklin, Parlapiano, Turner & Welch
Texas
$14.4M -$621K -7,000 -4%
SCP
536
Seizert Capital Partners
Michigan
$14.4M -$1.09M -12,265 -7%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$14.4M -$21.4M -241,700 -59%
Nomura Holdings
538
Nomura Holdings
Japan
$14.4M -$2.89M -32,593 -16%
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$14.4M -$195K -2,203 -1%
CCM
540
Cadence Capital Management
Massachusetts
$14.4M +$1.52M +17,102 +12%
IC
541
InterOcean Capital
Illinois
$14.4M +$1.47M +16,579 +11%
CICI
542
Capital Investment Counsel Inc
North Carolina
$14.4M -$509K -5,732 -3%
NLI
543
Nippon Life Insurance
Japan
$14.3M -$129K -1,449 -0.9%
RBA
544
Richard Bernstein Advisors
New York
$14.3M
MBTD
545
Mechanics Bank - Trust Department
California
$14.3M -$136K -1,535 -0.9%
GRQ
546
Gardner Russo & Quinn
Pennsylvania
$14.3M -$336K -3,786 -2%
AAM
547
AR Asset Management
California
$14.2M +$26.6K +300 +0.2%
SWP
548
Stratos Wealth Partners
Ohio
$14.2M +$1.62M +18,229 +13%
MERSOM
549
Municipal Employees' Retirement System of Michigan
Michigan
$14M +$27.5K +310 +0.2%
BCM
550
Buckhead Capital Management
Georgia
$14M -$257K -2,897 -2%

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.