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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
MA
701
Montag & Associates
Georgia
$8.94M +$3.4M +38,352 +60%
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$8.92M +$280K +3,160 +3%
CB
703
Community Bank
New York
$8.89M +$255K +2,870 +3%
SDIC
704
South Dakota Investment Council
South Dakota
$8.84M
BWP
705
Baldwin Wealth Partners
Massachusetts
$8.84M -$150K -1,692 -2%
AUB
706
Atlantic Union Bankshares
Virginia
$8.81M -$1.07M -12,008 -11%
VCM
707
Versant Capital Management
Arizona
$8.81M +$12.9K +145 +0.1%
WA
708
WFG Advisors
Texas
$8.78M +$497K +5,600 +6%
FM
709
Foster & Motley
Ohio
$8.74M +$223K +2,510 +3%
VCM
710
Vigilant Capital Management
Maine
$8.74M +$25K +282 +0.3%
SIRP
711
Shelter Insurance Retirement Plan
Missouri
$8.74M
AF
712
Ally Financial
Michigan
$8.73M
EAM
713
EverPoint Asset Management
Connecticut
$8.73M +$8.87M +100,000 New
CIC
714
Cutler Investment Counsel
Oregon
$8.72M +$55.8K +629 +0.6%
SCA
715
Stillwater Capital Advisors
Pennsylvania
$8.7M +$292K +3,293 +3%
WEC
716
Winslow Evans & Crocker
Massachusetts
$8.64M -$550K -6,194 -6%
DWT
717
Dorsey & Whitney Trust
South Dakota
$8.61M -$354K -3,992 -4%
MCM
718
Monarch Capital Management
Indiana
$8.57M +$31.9K +360 +0.4%
FTC
719
Farmers Trust Company
Ohio
$8.57M -$193K -2,172 -2%
SAA
720
Southeast Asset Advisors
Georgia
$8.57M +$28.1K +317 +0.3%
DSC
721
Duncker Streett & Co
Missouri
$8.52M -$53K -597 -0.6%
TAM
722
Taurus Asset Management
New York
$8.51M -$111K -1,250 -1%
CM
723
Castleark Management
Illinois
$8.46M
DHFB
724
Dixon Hubard Feinour & Brown
Virginia
$8.44M -$15.5K -175 -0.2%
LCM
725
Logan Capital Management
Pennsylvania
$8.41M +$81.9K +923 +1%

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.