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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
Fidelity International
926
Fidelity International
Bermuda
$5.09M +$616K +7,753 +14%
BIAS
927
Beacon Investment Advisory Services
New Jersey
$5.09M +$4.56M +57,376 +1,223%
CAM
928
Columbia Asset Management
Michigan
$5.08M +$177K +2,234 +4%
HKIM
929
Hayek Kallen Investment Management
Alabama
$5.07M -$34.3K -432 -0.7%
CIM
930
Corda Investment Management
Texas
$5.06M -$234K -2,950 -5%
BO
931
Bank OZK
Arkansas
$5.05M +$27.5K +346 +0.6%
FIM
932
Fruth Investment Management
Texas
$5.03M -$63.5K -800 -1%
CPA
933
Court Place Advisors
Maryland
$5.03M +$51.3K +646 +1%
MIP
934
Marietta Investment Partners
Wisconsin
$5.03M +$15.5K +195 +0.3%
RG
935
Rikoon Group
New Mexico
$5.02M -$136K -1,713 -3%
CC
936
Cornerstone Capital
California
$5.01M +$117K +1,473 +2%
AC
937
Alley Company
Illinois
$5M +$108K +1,361 +2%
KCMRT
938
Kemper Corp Master Retirement Trust
Illinois
$5M
WC
939
Whitney & Co
New York
$4.99M
FM
940
Family Management
New York
$4.98M -$77.7K -979 -2%
JCM
941
Janney Capital Management
Pennsylvania
$4.97M +$201K +2,527 +4%
PAM
942
PVG Asset Management
Colorado
$4.96M +$1.43M +18,059 +43%
GC
943
Grimes & Company
Massachusetts
$4.95M -$69.3K -873 -1%
RSVP
944
Ramsay Stattman Vela & Price
Colorado
$4.94M +$118K +1,481 +3%
BFEC
945
Benjamin F. Edwards & Company
Missouri
$4.92M +$1.02M +12,824 +27%
HCM
946
Harvest Capital Management
New Hampshire
$4.88M -$130K -1,639 -3%
IMOV
947
Investment Management of Virginia
Virginia
$4.85M +$113K +1,422 +2%
GWS
948
Glassman Wealth Services
Virginia
$4.81M -$28.3K -357 -0.6%
FAM
949
Fred Alger Management
New York
$4.8M -$54.9K -691 -1%
NEI
950
Northwest & Ethical Investments
Ontario, Canada
$4.79M +$227K +2,864 +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.