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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
LNC
901
Lincoln National Corp
Pennsylvania
$5.39M +$417K +5,257 +9%
WIC
902
Woodmont Investment Counsel
Tennessee
$5.38M +$48.2K +607 +0.9%
PPSG
903
Princeton Portfolio Strategies Group
New Jersey
$5.34M +$19.9K +250 +0.4%
CCP
904
Corient Capital Partners
California
$5.33M -$644K -8,110 -11%
WFMPM
905
Woodley Farra Manion Portfolio Management
Indiana
$5.32M -$27.6K -348 -0.5%
GLRA
906
Gerald L. Ray & Associates
Texas
$5.31M -$105K -1,320 -2%
Fiera Capital (Canada)
907
Fiera Capital (Canada)
Quebec, Canada
$5.31M -$124K -1,563 -2%
FNT
908
First Nebraska Trust
Nebraska
$5.3M -$158K -1,985 -3%
TYCC
909
Texas Yale Capital Corp
Florida
$5.29M
BIM
910
Bridgecreek Investment Management
Oklahoma
$5.28M
BCM
911
BTR Capital Management
California
$5.28M -$532K -6,699 -9%
MJP
912
Michael J. Puzo
$5.28M -$110K -1,388 -2%
ZB
913
Zions Bancorporation
Utah
$5.26M -$3.04M -38,263 -37%
LSA
914
L & S Advisors
California
$5.26M -$492K -6,200 -9%
AC
915
AFAM Capital
Texas
$5.26M +$93.5K +1,178 +2%
SACTSONJ
916
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.25M -$238K -3,000 -4%
VCM
917
Violich Capital Management
California
$5.2M -$35.8K -451 -0.7%
CHC
918
City Holding Co
West Virginia
$5.19M +$465K +5,862 +10%
AI
919
Accredited Investors
Minnesota
$5.18M +$4.3M +54,136 +597%
BMC
920
Benin Management Corp
Connecticut
$5.16M +$136K +1,719 +3%
HSA
921
HBK Sorce Advisory
Pennsylvania
$5.16M -$51.9K -653 -1%
LJHT
922
Laurie J. Hall Trustee
$5.15M
TSW
923
Thompson Siegel & Walmsley
Virginia
$5.13M -$71.9K -905 -1%
AB
924
AT Bancorp
Iowa
$5.12M +$1.99K +25 +0%
HBT
925
Hills Bank & Trust
Iowa
$5.11M +$29.5K +372 +0.6%

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.