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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
FTC
701
Farmers Trust Company
Ohio
$8.02M +$96.5K +1,215 +1%
1IA
702
1834 Investment Advisors
Wisconsin
$8.01M +$49.5K +624 +0.6%
LCM
703
Logan Capital Management
Pennsylvania
$7.99M +$110K +1,382 +1%
WM
704
WS Management
Florida
$7.95M
SCA
705
Secor Capital Advisors
New York
$7.94M -$1.26M -15,832 -14%
ACC
706
Accident Compensation Corp
New Zealand
$7.91M +$1.29M +16,241 +20%
DIA
707
Dean Investment Associates
Ohio
$7.91M -$29.3K -369 -0.4%
CGT
708
Capital Guardian Trust
California
$7.86M -$2.45M -30,903 -24%
PTC
709
Private Trust Company
Ohio
$7.84M -$143K -1,806 -2%
WEC
710
Winslow Evans & Crocker
Massachusetts
$7.82M -$404K -5,082 -5%
HAIM
711
Hunter Associates Investment Management
Pennsylvania
$7.8M +$176K +2,213 +2%
Primecap Management
712
Primecap Management
California
$7.79M -$889K -11,200 -11%
VHAM
713
Van Hulzen Asset Management
California
$7.78M +$1.58M +19,905 +27%
BIM
714
Bridges Investment Management
Nebraska
$7.77M +$3.29M +41,421 +78%
CIA
715
Capital Investment Advisors
Georgia
$7.75M +$438K +5,514 +6%
RWP
716
RWA Wealth Partners
Massachusetts
$7.75M +$105K +1,324 +1%
AF
717
Alerus Financial
North Dakota
$7.75M -$15.6K -197 -0.2%
CAM
718
Cypress Asset Management
Texas
$7.74M -$1.87M -23,599 -20%
DSC
719
Duncker Streett & Co
Missouri
$7.73M +$18.4K +232 +0.2%
CCM
720
CrestPoint Capital Management
Missouri
$7.73M -$214K -2,700 -3%
WS
721
Wedbush Securities
California
$7.73M +$273K +3,432 +4%
SMI
722
Shelter Mutual Insurance
Missouri
$7.7M -$691K -8,700 -8%
BCP
723
Blue Chip Partners
Michigan
$7.69M +$305K +3,835 +4%
SPIA
724
Steward Partners Investment Advisory
New York
$7.69M -$163K -2,048 -2%
MCM
725
Maryland Capital Management
Maryland
$7.69M -$196K -2,473 -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.