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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
RIM
676
Reliant Investment Management
Tennessee
$9.51M +$4.64M +52,298 +99%
LRPA
677
L. Roy Papp & Associates
Arizona
$9.47M -$331K -3,729 -3%
ADEF
678
Adams Diversified Equity Fund
Maryland
$9.47M
SMI
679
Shelter Mutual Insurance
Missouri
$9.4M
MSV
680
MN Services Vermogensbeheer
Netherlands
$9.36M +$158K +1,784 +2%
SC
681
Scotia Capital
Ontario, Canada
$9.36M -$2.02M -22,809 -18%
SAIG
682
Semper Augustus Investments Group
Colorado
$9.32M -$23.2K -261 -0.2%
PFPT
683
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.3M -$13.9K -157 -0.2%
MYLI
684
Meiji Yasuda Life Insurance
Japan
$9.28M -$666K -7,510 -7%
ERIM
685
Eagle Ridge Investment Management
Connecticut
$9.27M -$61.9K -698 -0.7%
CWP
686
Capital Wealth Planning
Florida
$9.27M -$404K -4,550 -4%
UR
687
USCA RIA
Texas
$9.23M -$193K -2,180 -2%
VWM
688
Venturi Wealth Management
Texas
$9.21M +$48.8K +550 +0.5%
Fiera Capital (Canada)
689
Fiera Capital (Canada)
Quebec, Canada
$9.2M -$393K -4,433 -4%
CIC
690
Canal Insurance Company
South Carolina
$9.16M
HC
691
Hawkins Capital
Texas
$9.15M +$497K +5,600 +6%
CTA
692
Colonial Trust Advisors
South Carolina
$9.14M +$31.1K +351 +0.3%
HAI
693
Hennessy Advisors Inc
California
$9.11M +$594K +6,700 +7%
NPC
694
National Planning Corporation
California
$9.09M -$699K -7,875 -7%
SCM
695
Stonebridge Capital Management
California
$9.06M +$853K +9,613 +10%
SGK
696
Steigerwald Gordon & Koch
Virginia
$9.06M +$287K +3,234 +3%
CI Investments Inc
697
CI Investments Inc
Ontario, Canada
$9M -$10.5M -118,146 -53%
WF
698
WealthTrust Fairport
Ohio
$8.99M +$2.22K +25 +0%
DSI
699
Daiwa SB Investments
Japan
$8.98M -$677K -7,630 -7%
MAP
700
Managed Asset Portfolios
Michigan
$8.97M +$292K +3,288 +3%

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.