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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
NAM
876
North American Management
Massachusetts
$6.01M -$555K -6,251 -8%
PWM
877
Perigon Wealth Management
California
$6.01M +$57.4K +647 +0.9%
LTI
878
Laffer Tengler Investments
Tennessee
$6M
KTC
879
Kistler-Tiffany Companies
Pennsylvania
$6M -$6.3K -71 -0.1%
WIM
880
Waverton Investment Management
United Kingdom
$5.96M +$71K +800 +1%
CANC
881
Culbertson A N & Co
Virginia
$5.96M +$93.2K +1,050 +2%
VV
882
Verity & Verity
South Carolina
$5.95M +$601K +6,774 +11%
IFAM
883
Institutional & Family Asset Management
Colorado
$5.93M +$287K +3,239 +5%
SPC
884
Sigma Planning Corp
Michigan
$5.93M -$491K -5,539 -8%
RGI
885
River Global Investors
United Kingdom
$5.92M +$241K +2,712 +4%
HK
886
Horizon Kinetics
New York
$5.91M -$125K -1,404 -2%
TRIM
887
Thompson Rubinstein Investment Management
Oregon
$5.88M -$257K -2,898 -4%
AAC
888
Asset Advisors Corp
Georgia
$5.87M -$125K -1,413 -2%
WIC
889
Woodmont Investment Counsel
Tennessee
$5.87M -$109K -1,225 -2%
ACP
890
Aviance Capital Partners
Florida
$5.86M +$23.2K +262 +0.4%
TBA
891
Train Babcock Advisors
New York
$5.83M -$119K -1,346 -2%
AI
892
Ariel Investments
Illinois
$5.82M
SBWM
893
Sunflower Bank Wealth Management
Arizona
$5.8M +$138K +1,550 +2%
NCM
894
Narwhal Capital Management
Georgia
$5.8M
FNT
895
First Nebraska Trust
Nebraska
$5.79M -$62.8K -708 -1%
BCM
896
BTR Capital Management
California
$5.79M -$42K -473 -0.7%
CFMC
897
Curbstone Financial Management Corp
New Hampshire
$5.77M +$64.9K +732 +1%
SOAMC
898
Spirit of America Management Corp
New York
$5.77M -$5.06M -57,000 -46%
JCM
899
Janney Capital Management
Pennsylvania
$5.77M +$233K +2,626 +4%
CA
900
Cornerstone Advisors
North Carolina
$5.75M

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.