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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
BFIC
851
Bedell Frazier Investment Counselling
California
$6.02M +$221K +2,782 +4%
SWM
852
Stockman Wealth Management
Montana
$6M +$2.99M +37,681 +106%
SIRP
853
Shelter Insurance Retirement Plan
Missouri
$5.98M -$1.37M -17,200 -19%
SFS
854
Sowell Financial Services
Arkansas
$5.97M +$530K +6,673 +10%
CIS
855
Capital International Sarl
California
$5.95M -$2.77M -34,900 -32%
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$5.94M +$345K +4,340 +6%
WIC
857
Whitegate Investment Counselors
New Hampshire
$5.91M -$34.8K -438 -0.6%
OPTFSNA
858
Old Point Trust & Financial Services N A
Virginia
$5.89M +$67.5K +850 +1%
HFS
859
Haverford Financial Services
Pennsylvania
$5.88M -$21.9K -276 -0.4%
CWM
860
Cabot Wealth Management
Massachusetts
$5.87M -$27.5K -346 -0.5%
JWBC
861
J.W. Burns & Co
New York
$5.87M -$24.4K -307 -0.4%
WAM
862
Wealthspire Advisors (Maryland)
Maryland
$5.84M +$559K +7,042 +11%
DBT
863
Dubuque Bank & Trust
Iowa
$5.83M +$1.02M +12,900 +22%
ZIC
864
ZWJ Investment Counsel
Georgia
$5.82M -$582K -7,325 -9%
LPC
865
Loeb Partners Corp
New York
$5.8M +$10.2K +128 +0.2%
SCA
866
Stonebridge Capital Advisors
Minnesota
$5.79M +$309K +3,893 +6%
AF
867
Arrow Financial
New York
$5.79M -$426K -5,367 -7%
KFP
868
Keystone Financial Planning
Ohio
$5.77M +$473K +5,963 +9%
KPCM
869
Kings Point Capital Management
New York
$5.76M +$256K +3,229 +5%
NAMP
870
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.74M -$37.6K -474 -0.7%
NSEDCP
871
NJ State Employees Deferred Compensation Plan
New Jersey
$5.74M
KTC
872
Kistler-Tiffany Companies
Pennsylvania
$5.73M +$202K +2,549 +4%
FBP
873
Flippin Bruce & Porter
Virginia
$5.73M -$50.8K -640 -0.9%
LIM
874
Leavell Investment Management
Alabama
$5.71M -$189K -2,379 -3%
WWM
875
Willingdon Wealth Management
North Carolina
$5.71M +$3.43M +43,179 +163%

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.