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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
PI
876
Pettee Investors
Connecticut
$5.7M -$63.5K -800 -1%
TBNY
877
Trustco Bank (New York)
New York
$5.69M -$154K -1,945 -3%
NSIM
878
North Star Investment Management
Illinois
$5.67M +$207K +2,605 +4%
CIM
879
CenturyLink Investment Management
Colorado
$5.65M
APP
880
Avantax Planning Partners
Iowa
$5.6M +$81.8K +1,030 +2%
BA
881
BCM Advisors
Louisiana
$5.58M +$142K +1,785 +3%
AP
882
Appleton Partners
Massachusetts
$5.56M +$23.9K +301 +0.4%
SC
883
Scotia Capital
Ontario, Canada
$5.54M +$530K +6,670 +11%
CIM
884
Cambria Investment Management
California
$5.54M +$3.5M +44,110 +188%
EAM
885
Eagle Asset Management
Florida
$5.53M -$207K -2,608 -4%
CFMC
886
Curbstone Financial Management Corp
New Hampshire
$5.53M +$2.69M +33,887 +101%
WCF
887
West Coast Financial
California
$5.51M +$1.44M +18,133 +37%
FFSOTS
888
Fiduciary Financial Services of The Southwest
Texas
$5.47M +$325K +4,093 +7%
RCYC
889
Richard C. Young & Co
Rhode Island
$5.47M +$109K +1,370 +2%
Wealth Enhancement Advisory Services
890
Wealth Enhancement Advisory Services
Minnesota
$5.47M +$5.32M +66,969 New
PTB
891
Pioneer Trust Bank
Oregon
$5.47M +$170K +2,135 +3%
TRIM
892
Thompson Rubinstein Investment Management
Oregon
$5.46M +$31.8K +400 +0.6%
WFG
893
Wills Financial Group
Virginia
$5.46M -$429K -5,403 -8%
ZCA
894
Zeke Capital Advisors
Pennsylvania
$5.45M +$2.21M +27,887 +72%
CAPTRUST Financial Advisors
895
CAPTRUST Financial Advisors
North Carolina
$5.45M +$5.67M +71,396 New
SI
896
SII Investments
Wisconsin
$5.45M +$25.6K +322 +0.5%
PPCM
897
Pillar Pacific Capital Management
California
$5.44M -$44.5K -560 -0.8%
BSPF
898
British Steel Pension Fund
United Kingdom
$5.42M -$1.3M -16,404 -20%
CANC
899
Culbertson A N & Co
Virginia
$5.41M +$57.6K +725 +1%
GI
900
GAMCO Investors
Connecticut
$5.41M -$279K -3,519 -5%

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.