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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
OPCM
526
Osborne Partners Capital Management
California
$13.4M -$117K -1,475 -0.9%
AAM
527
AR Asset Management
California
$13.3M
TCM
528
Tufton Capital Management
Maryland
$13.3M +$31.8K +400 +0.2%
BPC
529
Banque Pictet & Cie
Switzerland
$13.3M +$921K +11,600 +8%
PWM
530
Patriot Wealth Management
Texas
$13.2M +$3.55M +44,754 +38%
ACI
531
Alpha Cubed Investments
California
$13.2M +$847K +10,670 +7%
GRQ
532
Gardner Russo & Quinn
Pennsylvania
$13.2M -$60.9K -767 -0.5%
CIM
533
Confluence Investment Management
Missouri
$13.1M +$677K +8,527 +6%
CDH
534
Charles D. Hyman
$13.1M +$73.8K +930 +0.6%
MHIC
535
Marble Harbor Investment Counsel
Massachusetts
$13M +$210K +2,639 +2%
SPC
536
Stewart & Patten Company
California
$13M -$300K -3,778 -2%
FA
537
FDx Advisors
Illinois
$13M +$956K +12,045 +8%
EFS
538
Essex Financial Services
Connecticut
$13M +$437K +5,506 +4%
Squarepoint
539
Squarepoint
New York
$12.9M +$12.5M +157,776 New
FAAS
540
First Allied Advisory Services
California
$12.9M +$103K +1,298 +0.8%
FNT
541
First National Trust
Pennsylvania
$12.9M -$110K -1,390 -0.9%
PAM
542
Palisade Asset Management
Minnesota
$12.7M +$499K +6,284 +4%
MBTD
543
Mechanics Bank - Trust Department
California
$12.7M -$198K -2,493 -2%
ERIM
544
Eagle Ridge Investment Management
Connecticut
$12.7M +$200K +2,517 +2%
FDCDDQ
545
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7M -$308K -3,883 -2%
WP
546
WMS Partners
Maryland
$12.7M -$42.6K -536 -0.3%
APFBOT
547
Amica Pension Fund Board of Trustees
Rhode Island
$12.6M
CIC
548
Carnegie Investment Counsel
Ohio
$12.6M +$145K +1,832 +1%
BAC
549
Boys Arnold & Co
North Carolina
$12.5M -$177K -2,227 -1%
SYBT
550
Stock Yards Bank & Trust
Kentucky
$12.5M -$204K -2,573 -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.