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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
Federated Hermes
51
Federated Hermes
Pennsylvania
$659M +$57.6M +649,746 +9%
CS
52
Credit Suisse
Switzerland
$647M +$41.4M +466,511 +7%
US Bancorp
53
US Bancorp
Minnesota
$641M -$8.31M -93,704 -1%
Capital International Investors
54
Capital International Investors
California
$637M -$211M -2,379,898 -25%
American Century Companies
55
American Century Companies
Missouri
$619M -$133M -1,499,386 -17%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$609M +$30M +338,238 +5%
Franklin Resources
57
Franklin Resources
California
$600M -$55.6K -627 -0%
TA
58
Teachers Advisors
New York
$593M +$24.9M +280,174 +4%
MTB
59
Mizuho Trust & Banking
Japan
$577M +$5.53M +62,325 +1%
AIG
60
American International Group
New York
$562M +$19.9M +224,546 +4%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$528M -$3.39M -38,188 -0.6%
Allianz Asset Management
62
Allianz Asset Management
Germany
$527M +$24.1M +272,051 +5%
BJ
63
BlackRock Japan
Japan
$505M +$14M +157,495 +3%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$505M +$5.43M +61,213 +1%
AL
65
AJO LP
Pennsylvania
$478M +$104M +1,177,132 +27%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$478M -$57.7M -649,942 -11%
EVM
67
Eaton Vance Management
Massachusetts
$466M +$5.13M +57,873 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
68
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$462M -$118M -1,329,100 -20%
Canada Life
69
Canada Life
Manitoba, Canada
$455M +$6.17M +69,513 +1%
HT
70
HighTower Trust
Texas
$428M -$2.09M -23,597 -0.5%
Fisher Asset Management
71
Fisher Asset Management
Washington
$402M +$7.24M +81,659 +2%
M&T Bank
72
M&T Bank
New York
$399M -$1.18M -13,244 -0.3%
PI
73
Putnam Investments
Massachusetts
$390M +$69M +777,712 +21%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$390M +$11.1M +125,459 +3%
AQR Capital Management
75
AQR Capital Management
Connecticut
$372M +$134M +1,505,369 +55%

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.