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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
WF
676
WealthTrust Fairport
Ohio
$8.6M -$11.2K -141 -0.1%
CCMD
677
Cypress Capital Management (Delaware)
Delaware
$8.59M +$74.7K +941 +0.9%
AT
678
Arden Trust
Delaware
$8.58M -$227K -2,859 -3%
ARTA
679
A.R.T. Advisors
New York
$8.55M +$2.03M +25,600 +33%
MA
680
Montag & Associates
Georgia
$8.55M +$229K +2,886 +3%
CC
681
Cadinha & Co
Hawaii
$8.45M +$808K +10,177 +11%
GA
682
GFS Advisors
Texas
$8.44M +$1.45M +18,220 +22%
MCTIC
683
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$8.41M -$103K -1,301 -1%
LCM
684
LVM Capital Management
Michigan
$8.4M -$26.9K -339 -0.3%
BWP
685
Baldwin Wealth Partners
Massachusetts
$8.39M -$202K -2,549 -2%
SBSB
686
Sullivan, Bruyette, Speros & Blaney
Virginia
$8.36M -$349K -4,398 -4%
DSI
687
Daiwa SB Investments
Japan
$8.33M +$316K +3,980 +4%
OWD
688
Osborn Williams & Donohoe
Ohio
$8.31M -$3.25M -40,918 -29%
STB
689
S&T Bank
Pennsylvania
$8.3M -$354K -4,457 -4%
UR
690
USCA RIA
Texas
$8.29M
TNBTD
691
Trustmark National Bank Trust Department
Mississippi
$8.29M -$78.8K -993 -1%
SWM
692
SVA Wealth Management
Wisconsin
$8.23M -$453K -5,699 -5%
PC
693
Precocity Capital
Connecticut
$8.2M +$7.94M +100,000 New
VCM
694
Versant Capital Management
Arizona
$8.2M -$68.8K -866 -0.9%
CWM
695
Calamos Wealth Management
Illinois
$8.19M +$419K +5,276 +6%
GP
696
Girard Partners
Pennsylvania
$8.13M +$149K +1,877 +2%
GH
697
GAM Holding
Switzerland
$8.09M -$72.5M -913,091 -90%
SIG
698
Sky Investment Group
Connecticut
$8.08M +$151K +1,897 +2%
VFA
699
Voya Financial Advisors
Connecticut
$8.06M -$636K -8,011 -8%
DWT
700
Dorsey & Whitney Trust
South Dakota
$8.04M -$268K -3,372 -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.