We are live on ! Find out more
XOM icon

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
KFC
551
Klingenstein Fields & Co
New York
$12.5M +$389K +4,899 +3%
SB
552
Simmons Bank
Arkansas
$12.5M +$835K +10,513 +7%
TH
553
TCTC Holdings
Texas
$12.4M -$232K -2,925 -2%
AHC
554
Adell Harriman & Carpenter
Texas
$12.4M -$847K -10,667 -7%
FCBT
555
First Citizens Bank & Trust
North Carolina
$12.3M -$28.1K -354 -0.2%
MML Investors Services
556
MML Investors Services
Massachusetts
$12.3M -$1.99M -25,063 -14%
RBA
557
Richard Bernstein Advisors
New York
$12.3M
MBI
558
Montrusco Bolton Investments
Quebec, Canada
$12.1M +$1.3M +16,411 +12%
ST
559
Smithfield Trust
Pennsylvania
$12M -$36.4K -458 -0.3%
DDPIC
560
Deroy & Devereaux Private Investment Counsel
Michigan
$12M +$67.7K +853 +0.6%
CICI
561
Capital Investment Counsel Inc
North Carolina
$12M -$360K -4,531 -3%
NLI
562
Nippon Life Insurance
Japan
$12M -$6.67K -84 -0.1%
RT
563
Rockland Trust
Massachusetts
$12M +$375K +4,726 +3%
RC
564
RBO & Co
California
$11.9M +$429K +5,402 +4%
JG
565
Jefferies Group
New York
$11.9M -$2.92M -36,744 -20%
GIM
566
Goelzer Investment Management
Indiana
$11.9M -$63K -793 -0.5%
MIP
567
Mondrian Investment Partners
United Kingdom
$11.9M +$3.26M +41,102 +40%
PAM
568
Premier Asset Management
Illinois
$11.9M +$635K +7,995 +6%
SCM
569
Sterling Capital Management
North Carolina
$11.8M -$300K -3,774 -3%
CA
570
Callahan Advisors
Texas
$11.8M +$109K +1,374 +1%
ECM
571
Estabrook Capital Management
New York
$11.8M +$376K +4,736 +3%
MERSOM
572
Municipal Employees' Retirement System of Michigan
Michigan
$11.7M -$2.29M -28,900 -17%
NPPM
573
North Point Portfolio Managers
Ohio
$11.7M -$181K -2,282 -2%
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$11.7M +$516K +6,501 +5%
IIM
575
Intact Investment Management
Quebec, Canada
$11.6M +$413K +5,200 +4%

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.