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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
MTC
976
McDaniel Terry & Co
Texas
$4.99M -$35.1K -396 -0.7%
IAA
977
Ironsides Asset Advisors
North Carolina
$4.97M +$73.3K +826 +1%
LFM
978
Lumina Fund Management
New York
$4.97M +$5.06M +57,000 New
BT
979
Beacon Trust
New Jersey
$4.95M -$6.21K -70 -0.1%
PFS
980
Physicians Financial Services
North Carolina
$4.95M +$161K +1,817 +3%
IMOV
981
Investment Management of Virginia
Virginia
$4.94M -$53.2K -600 -1%
TSS
982
Thomas Story & Son
Indiana
$4.94M
PPCM
983
Pillar Pacific Capital Management
California
$4.93M +$132K +1,485 +3%
SAM
984
Strategy Asset Managers
California
$4.93M +$2.56M +28,887 +105%
FBB
985
Fulton Breakefield Broenniman
Maryland
$4.93M -$73.6K -830 -1%
MAM
986
Mastrapasqua Asset Management
Tennessee
$4.91M +$319K +3,594 +7%
RCYC
987
Richard C. Young & Co
Rhode Island
$4.9M +$106K +1,198 +2%
BIM
988
Bridges Investment Management
Nebraska
$4.89M +$3.73K +42 +0.1%
MC
989
Martin & Co
Tennessee
$4.89M -$19.5K -220 -0.4%
CAI
990
Capital Advisors Inc
Oklahoma
$4.89M +$58.2K +656 +1%
WAM
991
Wallington Asset Management
Indiana
$4.89M +$14.2K +160 +0.3%
BC
992
Brookfield Corp
Ontario, Canada
$4.89M -$532K -6,000 -10%
RSVP
993
Ramsay Stattman Vela & Price
Colorado
$4.88M -$86.9K -980 -2%
HBT
994
Hills Bank & Trust
Iowa
$4.86M +$225K +2,535 +5%
JWA
995
JFS Wealth Advisors
Pennsylvania
$4.85M +$93K +1,048 +2%
MHIM
996
MacNealy Hoover Investment Management
Ohio
$4.85M -$165K -1,859 -3%
NFC
997
Northeast Financial Consultants
Connecticut
$4.84M +$17.7K +200 +0.4%
PWM
998
Patriot Wealth Management
Texas
$4.79M +$146K +1,650 +3%
FFBTD
999
First Financial Bank - Trust Division
Ohio
$4.79M -$89.6K -1,010 -2%
AB
1000
AT Bancorp
Iowa
$4.79M +$1.14M +12,851 +31%

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.