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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
MAP
601
Managed Asset Portfolios
Michigan
$10.8M +$1,000K +12,589 +11%
Dodge & Cox
602
Dodge & Cox
California
$10.8M -$250K -3,150 -2%
NIA
603
Northstar Investment Advisors
Colorado
$10.7M -$335K -4,223 -3%
HIM
604
Hermes Investment Management
United Kingdom
$10.5M +$108K +1,362 +1%
BOH
605
Bank of Hawaii
Hawaii
$10.5M -$792K -9,979 -7%
CTA
606
Colonial Trust Advisors
South Carolina
$10.4M +$45.7K +576 +0.5%
BHIA
607
Birch Hill Investment Advisors
Massachusetts
$10.4M -$81.2K -1,023 -0.8%
M
608
MOTCO
Texas
$10.3M -$89.8K -1,131 -0.9%
CHJWM
609
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.3M -$2.94K -37 -0%
TAM
610
TPH Asset Management
Texas
$10.2M -$2.22M -27,943 -18%
SLI
611
Sumitomo Life Insurance
Japan
$10.1M -$179K -2,250 -2%
I
612
IberiaBank
Louisiana
$10.1M +$3.61M +45,501 +59%
CBB
613
Citizens Business Bank
California
$10.1M +$84.1K +1,059 +0.9%
CG
614
Cutler Group
California
$10.1M -$2.53M -31,826 -21%
ASN
615
Advisory Services Network
Georgia
$10M +$19.1K +240 +0.2%
CAM
616
Carret Asset Management
New York
$9.98M +$68.8K +866 +0.7%
RGI
617
River Global Investors
United Kingdom
$9.97M +$596K +7,500 +7%
ANBT
618
American National Bank & Trust
Texas
$9.95M +$1.33M +16,796 +16%
MCM
619
MAI Capital Management
Ohio
$9.88M +$22.6K +285 +0.2%
DY
620
Dowling & Yahnke
California
$9.87M +$91K +1,146 +1%
WHRC
621
W.H. Reaves & Co
New Jersey
$9.85M -$15.7K -198 -0.2%
SIC
622
Salem Investment Counselors
North Carolina
$9.85M -$24.7K -311 -0.3%
JMFC
623
J.M. Forbes & Co
Massachusetts
$9.83M -$99.3K -1,250 -1%
SGK
624
Steigerwald Gordon & Koch
Virginia
$9.81M +$286K +3,600 +3%
KIA
625
KCM Investment Advisors
California
$9.79M -$329K -4,146 -3%

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.