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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
GC
951
Grimes & Company
Massachusetts
$5.24M +$31.1K +351 +0.6%
BFG
952
Beacon Financial Group
Texas
$5.23M -$1.19M -13,369 -18%
WPP
953
Whalerock Point Partners
Rhode Island
$5.22M +$5.31M +59,824 New
CAM
954
Columbia Asset Management
Michigan
$5.21M -$321K -3,615 -6%
NEIRG
955
New England Investment & Retirement Group
Massachusetts
$5.21M +$8.16K +92 +0.2%
FWM
956
Frontier Wealth Management
Missouri
$5.2M +$27.2K +307 +0.5%
FSA
957
Franklin Street Advisors
North Carolina
$5.18M -$16.9K -190 -0.3%
NFG
958
Next Financial Group
Texas
$5.17M +$1.91M +21,518 +57%
WFMPM
959
Woodley Farra Manion Portfolio Management
Indiana
$5.16M +$940K +10,599 +22%
KFP
960
Keystone Financial Planning
Ohio
$5.15M
CC
961
Cornerstone Capital
California
$5.12M
CHAM
962
Clear Harbor Asset Management
Connecticut
$5.11M -$114K -1,285 -2%
SGCA
963
Steel Grove Capital Advisors
Tennessee
$5.08M +$271K +3,059 +6%
ABTD
964
Arvest Bank Trust Division
Oklahoma
$5.08M +$227K +2,561 +5%
FBP
965
Flippin Bruce & Porter
Virginia
$5.07M +$408K +4,600 +9%
PAI
966
Pittenger & Anderson Inc
Nebraska
$5.07M +$65.8K +742 +1%
ATC
967
Argent Trust Co
Tennessee
$5.07M +$106K +1,200 +2%
OMC
968
Overbrook Management Corp
New York
$5.06M -$38.4K -433 -0.7%
LJAC
969
L.J. Altfest & Co
New York
$5.05M -$39.6K -446 -0.8%
AI
970
Atria Investments
North Carolina
$5.05M +$545K +6,143 +12%
CCP
971
Corient Capital Partners
California
$5.05M +$5.13M +57,852 New
RMCM
972
Reynders McVeigh Capital Management
Massachusetts
$5.04M -$180K -2,024 -3%
TSWM
973
Triangle Securities Wealth Management
North Carolina
$5.01M -$75.9K -855 -1%
MNBTD
974
Moody National Bank Trust Division
Texas
$5M -$13.3K -150 -0.3%
WP
975
WealthPLAN Partners
Nebraska
$5M -$5.18M -58,358 -50%

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.