We are live on ! Find out more
XOM icon

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
PL
1001
Plancorp LLC
Missouri
$4.79M +$1.56M +17,570 +47%
MFBTD
1002
MB Financial Bank - Trust Department
Illinois
$4.78M -$483K -5,440 -9%
BMC
1003
Benin Management Corp
Connecticut
$4.76M +$297K +3,351 +7%
AW
1004
ACG Wealth
Georgia
$4.74M +$165K +1,855 +4%
DLCIG
1005
D.L. Carlson Investment Group
New Hampshire
$4.73M -$600K -6,761 -11%
FFA
1006
First Foundation Advisors
California
$4.73M +$933K +10,517 +24%
PCM
1007
Palisade Capital Management
New Jersey
$4.71M -$76.7K -865 -2%
AIC
1008
Argus Investors Counsel
New York
$4.71M +$111K +1,250 +2%
Walleye Trading
1009
Walleye Trading
New York
$4.69M +$4.76M +53,685 New
PWAP
1010
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.68M -$11.4K -129 -0.2%
FAM
1011
Formidable Asset Management
Ohio
$4.67M +$25.2K +284 +0.6%
BCMO
1012
Buckingham Capital Management (Ohio)
Ohio
$4.61M +$243K +2,743 +5%
DPIM
1013
Duff & Phelps Investment Management
Illinois
$4.61M -$85.2K -960 -2%
ISB
1014
Iowa State Bank
Iowa
$4.61M +$17K +192 +0.4%
TCM
1015
Texan Capital Management
Texas
$4.59M -$19.5K -220 -0.4%
DA
1016
Denali Advisors
California
$4.58M +$550K +6,201 +13%
Aristotle Capital Management
1017
Aristotle Capital Management
California
$4.58M -$590K -6,647 -11%
WIC
1018
Wilkins Investment Counsel
Massachusetts
$4.57M
WC
1019
Whitney & Co
New York
$4.57M +$54.5K +614 +1%
NFA
1020
Nuveen Fund Advisors
Illinois
$4.55M +$1.49M +16,770 +47%
WSC
1021
Wellington Shields & Co
New York
$4.55M -$8.87K -100 -0.2%
WCF
1022
West Coast Financial
California
$4.55M +$411K +4,634 +10%
PJSIMP
1023
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.54M -$213K -2,404 -4%
BRCM
1024
Bright Rock Capital Management
Massachusetts
$4.54M -$14.2K -160 -0.3%
SWM
1025
Stockman Wealth Management
Montana
$4.54M +$90.1K +1,015 +2%

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.