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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
WS
801
Wedbush Securities
California
$6.96M +$805K +9,078 +13%
ACP
802
Ashfield Capital Partners
California
$6.96M
TWA
803
TCI Wealth Advisors
Arizona
$6.95M +$26.7K +301 +0.4%
LPC
804
Loeb Partners Corp
New York
$6.93M -$1.68M -18,900 -19%
NPF
805
Norris Perne & French
Michigan
$6.9M -$137K -1,545 -2%
VFA
806
Voya Financial Advisors
Connecticut
$6.89M +$961K +10,833 +16%
NSAM
807
North Star Asset Management
Wisconsin
$6.85M -$113K -1,269 -2%
FCCM
808
First City Capital Management
Georgia
$6.82M -$8.78K -99 -0.1%
KWMG
809
King Wealth Management Group
Florida
$6.82M +$662K +7,460 +11%
CCG
810
Cypress Capital Group
Florida
$6.81M -$888K -10,004 -11%
AAM
811
Aureus Asset Management
Massachusetts
$6.79M +$269K +3,028 +4%
III
812
Independent Investors Inc
New York
$6.79M -$115K -1,300 -2%
BL
813
Balentine LLC
Georgia
$6.76M +$452K +5,099 +7%
CCM
814
Chickasaw Capital Management
Tennessee
$6.75M -$13.3K -150 -0.2%
CWM
815
CIBC World Markets
New York
$6.75M -$3.27M -36,862 -32%
IP
816
Isthmus Partners
Wisconsin
$6.74M -$6.92K -78 -0.1%
AWM
817
Altavista Wealth Management
North Carolina
$6.73M -$57.8K -652 -0.8%
EVM
818
Evelyn V. Moreno
$6.73M +$220K +2,480 +3%
EAM
819
Eagle Asset Management
Florida
$6.71M -$283K -3,194 -4%
BP
820
BBR Partners
New York
$6.71M +$1.01M +11,359 +17%
JWBC
821
J.W. Burns & Co
New York
$6.7M -$2.04K -23 -0%
FHA
822
First Horizon Advisors
Tennessee
$6.68M -$310K -3,491 -4%
CCMD
823
Cypress Capital Management (Delaware)
Delaware
$6.68M +$140K +1,580 +2%
CBA
824
Coastal Bridge Advisors
Connecticut
$6.67M +$34.2K +386 +0.5%
WFG
825
Wills Financial Group
Virginia
$6.66M -$47.4K -534 -0.7%

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.