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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
WTC
576
WhitTier Trust Company
Nevada
$12.9M -$1.46M -16,411 -10%
SGAM
577
Smith Group Asset Management
Texas
$12.9M -$556K -6,268 -4%
CIP
578
Chartwell Investment Partners
Pennsylvania
$12.8M +$676K +7,621 +5%
CIC
579
Carnegie Investment Counsel
Ohio
$12.8M +$765K +8,622 +6%
MC
580
Moors & Cabot
Massachusetts
$12.8M +$606K +6,832 +5%
Cohen & Steers
581
Cohen & Steers
New York
$12.8M -$7.08M -79,752 -35%
SNT
582
Security National Trust
West Virginia
$12.8M +$2.73M +30,760 +27%
MJRIC
583
Mogy Joel R Investment Counsel
California
$12.7M -$31.1K -350 -0.2%
BHIA
584
Birch Hill Investment Advisors
Massachusetts
$12.7M -$458K -5,158 -3%
DDPIC
585
Deroy & Devereaux Private Investment Counsel
Michigan
$12.6M +$122K +1,375 +1%
SLI
586
Sumitomo Life Insurance
Japan
$12.6M -$1.04M -11,769 -8%
CCMG
587
Clark Capital Management Group
Pennsylvania
$12.6M -$14.6M -164,427 -53%
OI
588
Oakbrook Investments
Illinois
$12.5M -$14M -157,450 -52%
LNB
589
Ledyard National Bank
$12.5M -$218K -2,460 -2%
EGA
590
Eagle Global Advisors
Texas
$12.5M -$546K -6,154 -4%
SYBT
591
Stock Yards Bank & Trust
Kentucky
$12.5M -$1.27M -14,310 -9%
ST
592
Smithfield Trust
Pennsylvania
$12.5M +$262K +2,950 +2%
Dodge & Cox
593
Dodge & Cox
California
$12.3M -$97.6K -1,100 -0.8%
KFC
594
Klingenstein Fields & Co
New York
$12.3M -$109K -1,225 -0.9%
TCM
595
Tufton Capital Management
Maryland
$12.2M +$150K +1,687 +1%
SSIA
596
Spero-Smith Investment Advisers
Ohio
$12.2M +$51K +575 +0.4%
RC
597
RBO & Co
California
$12.1M +$12.7K +143 +0.1%
TH
598
TCTC Holdings
Texas
$12.1M +$454K +5,122 +4%
PP
599
Patten & Patten
Tennessee
$12.1M +$136K +1,533 +1%
CPH
600
C Partners Holding
Switzerland
$12M

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.