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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
BL
826
Balentine LLC
Georgia
$6.28M -$16.4K -207 -0.3%
SGCA
827
Steel Grove Capital Advisors
Tennessee
$6.26M -$432K -5,445 -7%
IFAM
828
Institutional & Family Asset Management
Colorado
$6.26M +$214K +2,689 +4%
SI
829
Sprott Inc
Ontario, Canada
$6.24M +$476K +6,000 +9%
CCM
830
Compton Capital Management
Rhode Island
$6.22M +$31.1K +392 +0.5%
SPC
831
Sigma Planning Corp
Michigan
$6.22M +$833K +10,496 +16%
FCB
832
First Command Bank
Texas
$6.22M -$209K -2,633 -3%
FCFS
833
First Command Financial Services
Texas
$6.22M -$209K -2,633 -3%
RCM
834
Riverhead Capital Management
Delaware
$6.22M -$67.5K -850 -1%
LRPA
835
L. Roy Papp & Associates
Arizona
$6.21M -$84.2K -1,060 -1%
JMH
836
J.M. Hartwell
New York
$6.21M +$52.6K +663 +0.9%
JFGIW
837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.17M -$59.2K -746 -1%
HR
838
Howe & Rusling
New York
$6.16M -$73.9K -931 -1%
RB
839
Rodgers Brothers
Pennsylvania
$6.14M +$52.8K +665 +0.9%
FCCM
840
First City Capital Management
Georgia
$6.13M +$79 +1 +0%
SHGA
841
Sand Hill Global Advisors
California
$6.12M +$105K +1,328 +2%
III
842
Independent Investors Inc
New York
$6.11M -$47.6K -600 -0.8%
NSAM
843
North Star Asset Management
Wisconsin
$6.11M +$150K +1,895 +3%
PFSC
844
Peoples Financial Services Corp
Pennsylvania
$6.1M -$19.9K -250 -0.3%
LCM
845
Laurion Capital Management
New York
$6.09M +$5.68M +71,533 +2,585%
STMM
846
South Texas Money Management
Texas
$6.08M -$595K -7,490 -9%
NCM
847
Narwhal Capital Management
Georgia
$6.07M -$750K -9,450 -11%
SWK
848
Stephen W. Kidder
$6.07M -$33K -415 -0.6%
GC
849
GMT Capital
Georgia
$6.06M +$5.87M +73,900 New
ACM
850
Advisors Capital Management
New Jersey
$6.02M +$906K +11,405 +18%

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.