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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
KCMRT
901
Kemper Corp Master Retirement Trust
Illinois
$5.75M
MNA
902
Manning & Napier Advisors
New York
$5.75M -$137K -1,540 -2%
RIL
903
Rothschild Investment LLC
Illinois
$5.72M -$500K -5,632 -8%
FA
904
FDx Advisors
Illinois
$5.71M -$310K -3,497 -5%
CWM
905
Calamos Wealth Management
Illinois
$5.7M +$301K +3,393 +5%
PTB
906
Pioneer Trust Bank
Oregon
$5.69M -$3.02K -34 -0.1%
MJP
907
Michael J. Puzo
$5.67M +$642K +7,236 +13%
UBWV
908
United Bank (West Virginia)
West Virginia
$5.67M +$82.7K +932 +1%
SFG
909
Sather Financial Group
Texas
$5.66M -$142K -1,597 -2%
BIM
910
Bridgecreek Investment Management
Oklahoma
$5.65M -$4.44K -50 -0.1%
PPSG
911
Princeton Portfolio Strategies Group
New Jersey
$5.63M +$142K +1,599 +3%
HCM
912
Harvest Capital Management
New Hampshire
$5.62M -$31.1K -350 -0.5%
MCA
913
Mercer Capital Advisers
New Jersey
$5.59M -$72.7K -819 -1%
DIA
914
Davidson Investment Advisors
Montana
$5.58M +$124K +1,403 +2%
OPTFSNA
915
Old Point Trust & Financial Services N A
Virginia
$5.57M +$31.1K +350 +0.6%
GP
916
Girard Partners
Pennsylvania
$5.56M +$764K +8,609 +16%
WTB
917
Washington Trust Bank
Washington
$5.56M -$152K -1,708 -3%
BAM
918
Baring Asset Management
United Kingdom
$5.56M -$418K -4,708 -7%
CGI
919
CI Global Investments
California
$5.52M -$3.55M -40,000 -39%
DLA
920
Douglas Lane & Associates
New York
$5.51M -$789K -8,898 -12%
SI
921
Sprott Inc
Ontario, Canada
$5.51M +$488K +5,500 +10%
SAM
922
Symphony Asset Management
California
$5.5M -$689K -7,761 -11%
Edgewood Management
923
Edgewood Management
Connecticut
$5.49M -$48.2K -543 -0.9%
HKIM
924
Hayek Kallen Investment Management
Alabama
$5.49M -$47.7K -538 -0.8%
AHB
925
Abner Herrman & Brock
New Jersey
$5.48M +$411K +4,638 +8%

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.