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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
RFM
726
Royal Fund Management
Florida
$7.68M -$139K -1,752 -2%
AWM
727
AE Wealth Management
Kansas
$7.66M +$959K +12,076 +15%
HVIA
728
Hudson Valley Investment Advisors
New York
$7.65M -$31.1K -392 -0.4%
BFA
729
Bragg Financial Advisors
North Carolina
$7.63M +$188K +2,368 +3%
LNWWM
730
Laird Norton Wetherby Wealth Management
California
$7.59M -$198K -2,497 -3%
WIM
731
Waverton Investment Management
United Kingdom
$7.58M -$170K -2,146 -2%
JC
732
Jacobs & Co
California
$7.57M -$60.3K -759 -0.8%
RC
733
Reik & Co
New York
$7.55M +$79.4K +1,000 +1%
CRB
734
Chad R. Baker
$7.53M
NPC
735
National Planning Corporation
California
$7.52M -$3.33M -41,996 -31%
TAM
736
Taurus Asset Management
New York
$7.52M -$109K -1,378 -1%
CCG
737
Cypress Capital Group
Florida
$7.52M +$402K +5,067 +6%
MJRIC
738
Mogy Joel R Investment Counsel
California
$7.52M -$2.26M -28,503 -24%
FNB
739
Farmers National Bank
Kentucky
$7.5M +$273K +3,442 +4%
CCM
740
Cohen Capital Management
California
$7.46M -$39.7K -500 -0.5%
BWL
741
Bogart Wealth LLC
Virginia
$7.45M +$2.77M +34,823 +62%
SC
742
Schulhoff & Co
Ohio
$7.43M -$53.1K -669 -0.7%
PHS
743
Pekin Hardy Strauss
Illinois
$7.43M -$42.4K -534 -0.6%
PA
744
Parallel Advisors
California
$7.41M -$426K -5,359 -6%
AI
745
Ariel Investments
Illinois
$7.41M +$430K +5,413 +6%
CAMG
746
CWA Asset Management Group
Florida
$7.4M +$446K +5,618 +7%
DHFB
747
Dixon Hubard Feinour & Brown
Virginia
$7.38M -$14.7K -185 -0.2%
FBT
748
First Bankers Trust
Kentucky
$7.36M +$90.6K +1,141 +1%
LI
749
Lafayette Investments
Maryland
$7.36M +$71.2K +897 +1%
CIC
750
Cornercap Investment Counsel
Georgia
$7.36M +$363K +4,566 +5%

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.