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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
MCM
776
Monarch Capital Management
Indiana
$7.04M -$12.5K -158 -0.2%
MSE
777
MUFG Securities EMEA
United Kingdom
$7.03M -$34.2M -431,050 -83%
FM
778
Foster & Motley
Ohio
$7.03M -$802K -10,101 -11%
MAA
779
Matrix Asset Advisors
New York
$7.01M +$133K +1,680 +2%
ACP
780
Aviance Capital Partners
Florida
$6.99M -$35.3K -444 -0.5%
BWFM
781
Bridgewater Wealth & Financial Management
Maryland
$6.98M -$231K -2,907 -3%
MWAC
782
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.96M -$406K -5,111 -6%
ST
783
Spinnaker Trust
Maine
$6.95M +$153K +1,930 +2%
KWMG
784
King Wealth Management Group
Florida
$6.94M -$171K -2,156 -2%
SOAMC
785
Spirit of America Management Corp
New York
$6.91M
PG
786
Pendal Group
Australia
$6.87M +$1.97M +24,823 +42%
DG
787
Davidson & Garrard
Virginia
$6.87M +$13.8K +174 +0.2%
AAM
788
Aureus Asset Management
Massachusetts
$6.87M +$140K +1,769 +2%
B
789
BancorpSouth
Mississippi
$6.83M +$348K +4,384 +6%
W
790
Wealthfront
California
$6.83M -$2.86M -35,958 -30%
TMAM
791
Tokio Marine Asset Management
Japan
$6.83M -$870K -10,961 -12%
SFM
792
Signet Financial Management
New Jersey
$6.83M +$89.6K +1,128 +1%
HA
793
Hamel Associates
New Jersey
$6.82M -$7.38K -93 -0.1%
CWP
794
Capital Wealth Planning
Florida
$6.82M -$256K -3,218 -4%
TNB
795
Thomasville National Bank
Georgia
$6.79M +$275K +3,468 +4%
AIM
796
Anchor Investment Management
South Carolina
$6.77M -$92K -1,158 -1%
AWM
797
Altavista Wealth Management
North Carolina
$6.73M +$367K +4,622 +6%
BCCM
798
Bridge Creek Capital Management
Massachusetts
$6.71M +$29.8K +375 +0.5%
SSWM
799
Smith Salley Wealth Management
North Carolina
$6.7M +$23.8K +300 +0.4%
BSW
800
Buckingham Strategic Wealth
Missouri
$6.68M -$527K -6,638 -8%

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.