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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
NAM
951
North American Management
Massachusetts
$4.79M -$32.4K -408 -0.7%
EGM
952
Engineers Gate Manager
New York
$4.78M +$2.12M +26,753 +85%
CIC
953
Chilton Investment Company
Connecticut
$4.78M -$54.6K -687 -1%
ISB
954
Iowa State Bank
Iowa
$4.77M +$61.6K +776 +1%
WDL
955
Well Done LLC
Michigan
$4.76M +$85K +1,071 +2%
BRCM
956
Bright Rock Capital Management
Massachusetts
$4.75M
SFG
957
Summit Financial Group
West Virginia
$4.74M +$14K +176 +0.3%
FBB
958
Fulton Breakefield Broenniman
Maryland
$4.74M +$155K +1,949 +3%
BHBT
959
Burke & Herbert Bank & Trust
Virginia
$4.74M -$65.8K -829 -1%
FWM
960
Frontier Wealth Management
Missouri
$4.72M -$464K -5,845 -9%
FSA
961
Franklin Street Advisors
North Carolina
$4.71M -$58.8K -740 -1%
MAM
962
Mastrapasqua Asset Management
Tennessee
$4.71M -$87.3K -1,100 -2%
NP
963
NS Partners
United Kingdom
$4.69M -$5.78M -72,743 -56%
WIC
964
Wilkins Investment Counsel
Massachusetts
$4.69M +$39.7K +500 +0.9%
TSS
965
Thomas Story & Son
Indiana
$4.69M -$30.2K -380 -0.7%
AP
966
Advisor Partners
California
$4.68M -$1.62M -20,446 -26%
KIC
967
Keating Investment Counselors
Florida
$4.68M -$24.2K -305 -0.5%
ST
968
Sentinel Trust
Texas
$4.68M +$1.91M +24,022 +73%
LFM
969
Lumina Fund Management
New York
$4.67M
AAC
970
Asset Advisors Corp
Georgia
$4.66M -$318K -4,000 -7%
NCM
971
Nelson Capital Management
California
$4.66M -$50K -630 -1%
MHIM
972
MacNealy Hoover Investment Management
Ohio
$4.66M +$179K +2,251 +4%
AIP
973
Ahrens Investment Partners
Louisiana
$4.63M -$657K -8,276 -13%
CHAM
974
Clear Harbor Asset Management
Connecticut
$4.61M -$119K -1,498 -3%
WTB
975
Washington Trust Bank
Washington
$4.59M +$424K +5,344 +11%

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.