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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
SIG
726
Sky Investment Group
Connecticut
$8.37M +$62.1K +700 +0.7%
CWM
727
Concert Wealth Management
California
$8.37M +$691K +7,790 +9%
CAM
728
Congress Asset Management
Massachusetts
$8.36M +$424K +4,776 +5%
HAIM
729
Hunter Associates Investment Management
Pennsylvania
$8.33M -$254K -2,861 -3%
SWM
730
SVA Wealth Management
Wisconsin
$8.24M +$325K +3,658 +4%
SC
731
Schulhoff & Co
Ohio
$8.23M -$41K -462 -0.5%
MWAC
732
Mariner Wealth Advisors (Cincinnati)
Ohio
$8.21M -$87.7K -988 -1%
BWFM
733
Bridgewater Wealth & Financial Management
Maryland
$8.17M -$328K -3,696 -4%
RBC
734
Ronald Blue & Co
Georgia
$8.17M -$158K -1,783 -2%
Pacer Advisors
735
Pacer Advisors
Pennsylvania
$8.17M -$42.9K -483 -0.5%
MIM
736
Marco Investment Management
Georgia
$8.16M +$243K +2,741 +3%
FBT
737
First Bankers Trust
Kentucky
$8.13M -$120K -1,358 -1%
AL
738
Agran Libbie
California
$8.12M -$7.01K -79 -0.1%
CCM
739
Copeland Capital Management
Pennsylvania
$8.1M +$7.58M +85,432 +1,158%
HTHT
740
Hemenway Trust Hemenway Trust
New Hampshire
$8.08M +$2.59M +29,144 +46%
WKWM
741
Walter & Keenan Wealth Management
Indiana
$8.08M +$185K +2,088 +2%
GIM
742
Grassi Investment Management
California
$8.07M
CIC
743
Cornercap Investment Counsel
Georgia
$8.05M -$312K -3,515 -4%
CRB
744
Chad R. Baker
$8.01M
PHS
745
Pekin Hardy Strauss
Illinois
$8.01M -$78.5K -885 -1%
AF
746
Alerus Financial
North Dakota
$7.97M -$42.3K -477 -0.5%
MLL
747
Moody Lynn & Lieberson
Massachusetts
$7.96M -$7.3M -82,279 -47%
SWK
748
Stephen W. Kidder
$7.96M +$585K +6,592 +8%
BCB
749
Brian C. Broderick
$7.96M -$259K -2,918 -3%
RC
750
Reik & Co
New York
$7.95M

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.