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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
NCM
751
Novare Capital Management
North Carolina
$7.35M +$3.06M +38,531 +75%
SC
752
Searle & Co
Connecticut
$7.35M +$35.7K +450 +0.5%
CBTWT
753
Community Bank & Trust (Waco, Texas)
Texas
$7.33M +$99.1K +1,248 +1%
WSTAM
754
Wilbanks Smith & Thomas Asset Management
Virginia
$7.33M -$83.6K -1,053 -1%
RIA
755
RPG Investment Advisory
California
$7.31M +$263K +3,316 +4%
HCM
756
Hutchinson Capital Management
California
$7.31M -$115K -1,450 -2%
CIA
757
CCM Investment Advisers
South Carolina
$7.29M -$382K -4,815 -5%
BAS
758
Brown Advisory Securities
Maryland
$7.29M -$156K -1,960 -2%
SWM
759
Segment Wealth Management
Texas
$7.28M -$146K -1,840 -2%
BCB
760
Brian C. Broderick
$7.27M -$362K -4,555 -5%
SFS
761
Strategic Financial Services
New York
$7.27M -$287K -3,614 -4%
BPB
762
Badgley, Phelps & Bell
Washington
$7.25M +$143K +1,798 +2%
NPF
763
Norris Perne & French
Michigan
$7.24M +$4.29K +54 +0.1%
BII
764
Bainco International Investors
Massachusetts
$7.22M +$448K +5,645 +7%
BHC
765
Bowen Hanes & Co
Florida
$7.22M -$18.7M -236,046 -73%
CRC
766
Curi RMB Capital
Illinois
$7.2M +$196K +2,473 +3%
IG
767
ING Group
Netherlands
$7.2M +$5.83M +73,392 +510%
EVM
768
Evelyn V. Moreno
$7.18M +$18.3K +230 +0.3%
FAT
769
First American Trust
California
$7.15M +$183K +2,301 +3%
EDRH
770
Edmond de Rothschild Holding
Switzerland
$7.15M +$2M +25,203 +41%
HL
771
HeadInvest LLC
Maine
$7.13M +$41.4K +521 +0.6%
GG
772
Greenwood Gearhart
Arkansas
$7.09M +$461K +5,803 +7%
HCMNY
773
Howard Capital Management (New York)
New York
$7.09M -$11.5K -145 -0.2%
RW
774
Rand Wealth
Maryland
$7.09M +$213K +2,687 +3%
CAM
775
Congress Asset Management
Massachusetts
$7.08M +$171K +2,151 +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.