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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
LCM
626
LVM Capital Management
Michigan
$11.4M +$707K +7,968 +8%
VFM
627
Viking Fund Management
North Dakota
$11.3M -$4.88M -55,000 -30%
FG
628
Fiduciary Group
Georgia
$11.3M -$279K -3,145 -2%
FAAS
629
First Allied Advisory Services
California
$11.2M +$106K +1,191 +0.9%
RT
630
Rockland Trust
Massachusetts
$11.1M +$576K +6,494 +5%
CAM
631
Cypress Asset Management
Texas
$11.1M -$596K -6,713 -5%
BAMF
632
BI Asset Management Fondsmaeglerselskab
Denmark
$11M -$133K -1,500 -1%
CIM
633
Confluence Investment Management
Missouri
$10.9M +$606K +6,827 +6%
ASN
634
Advisory Services Network
Georgia
$10.9M +$600K +6,759 +6%
WRHAM
635
W.R. Huff Asset Management
Florida
$10.8M +$563K +6,345 +5%
SWM
636
Segment Wealth Management
Texas
$10.8M -$113K -1,277 -1%
CHJWM
637
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.8M -$370K -4,174 -3%
SBSB
638
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.8M +$424K +4,783 +4%
CBB
639
Citizens Business Bank
California
$10.7M -$225K -2,535 -2%
PAM
640
Palisade Asset Management
Minnesota
$10.7M -$35.9K -405 -0.3%
CIS
641
Connors Investor Services
Pennsylvania
$10.7M -$930K -10,477 -8%
YIA
642
YHB Investment Advisors
Connecticut
$10.7M -$87.7K -988 -0.8%
MCM
643
MAI Capital Management
Ohio
$10.6M +$829K +9,346 +8%
EWM
644
Endurance Wealth Management
Rhode Island
$10.6M +$182K +2,047 +2%
CC
645
ClearArc Capital
Ohio
$10.6M -$456K -5,138 -4%
1SB
646
1ST Source Bank
Indiana
$10.6M -$45.9K -517 -0.4%
GIA
647
Granite Investment Advisors
New Hampshire
$10.6M +$16.4K +185 +0.2%
GIM
648
Goelzer Investment Management
Indiana
$10.5M -$1.05M -11,822 -9%
NP
649
NS Partners
United Kingdom
$10.5M -$261K -2,946 -2%
DY
650
Dowling & Yahnke
California
$10.5M +$22.7K +256 +0.2%

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.