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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
IWMPD
826
Integrated Wealth Management (Palm Desert)
California
$6.63M +$78.4K +884 +1%
FSA
827
Financial Sense Advisors
California
$6.61M -$1.1M -12,376 -14%
BCP
828
Blue Chip Partners
Michigan
$6.58M +$285K +3,207 +4%
TCOT
829
Trust Company of Toledo
Ohio
$6.51M +$60.3K +680 +0.9%
RIA
830
RPG Investment Advisory
California
$6.5M -$4.37M -49,264 -40%
GG
831
Greenwood Gearhart
Arkansas
$6.49M -$122K -1,375 -2%
AFWA
832
Ancora Family Wealth Advisors
Ohio
$6.49M +$386K +4,352 +6%
FAT
833
First American Trust
California
$6.49M -$124K -1,393 -2%
B
834
BancorpSouth
Mississippi
$6.48M -$7.01K -79 -0.1%
MAA
835
Matrix Asset Advisors
New York
$6.48M +$1.37M +15,419 +26%
CT
836
Chicago Trust
Illinois
$6.47M -$973K -10,966 -13%
PFSC
837
Peoples Financial Services Corp
Pennsylvania
$6.47M +$25K +282 +0.4%
BWM
838
Braver Wealth Management
Massachusetts
$6.46M +$550K +6,203 +9%
TBNY
839
Trustco Bank (New York)
New York
$6.44M -$82.8K -933 -1%
NAMP
840
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.42M -$77.2K -870 -1%
PRCM
841
Pine River Capital Management
Minnesota
$6.42M -$739K -8,329 -10%
Fidelity International
842
Fidelity International
Bermuda
$6.42M
AF
843
Arrow Financial
New York
$6.41M -$134K -1,515 -2%
RB
844
Rodgers Brothers
Pennsylvania
$6.41M -$35.5K -400 -0.5%
HFS
845
Haverford Financial Services
Pennsylvania
$6.4M -$138K -1,554 -2%
LSA
846
L & S Advisors
California
$6.4M -$5.39M -60,808 -45%
CIM
847
CenturyLink Investment Management
Colorado
$6.4M -$44.6K -503 -0.7%
WIC
848
Whitegate Investment Counselors
New Hampshire
$6.37M +$151K +1,700 +2%
MAM
849
Meeder Asset Management
Ohio
$6.34M -$7.6M -85,637 -54%
RP
850
Rowlandmiller & Partners
Georgia
$6.34M -$64.9K -731 -1%

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.