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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
BFIC
1026
Bedell Frazier Investment Counselling
California
$4.53M +$120K +1,357 +3%
NAM
1027
NTV Asset Management
West Virginia
$4.51M
MPIA
1028
Mountain Pacific Investment Advisers
Idaho
$4.48M -$62.1K -700 -1%
SC
1029
Savant Capital
Illinois
$4.47M -$93.2K -1,051 -2%
HHAA
1030
Henry H. Armstrong Associates
Pennsylvania
$4.46M +$45.9K +517 +1%
AP
1031
Atwood & Palmer
Missouri
$4.45M -$328K -3,698 -7%
PLFAM
1032
Pineno Levin & Ford Asset Management
Virginia
$4.43M +$45.9K +517 +1%
LKIM
1033
Lawson Kroeker Investment Management
Nebraska
$4.43M +$52.1K +587 +1%
NSIM
1034
North Star Investment Management
Illinois
$4.43M +$89.8K +1,012 +2%
NME
1035
Notis-McConarty Edward
$4.42M +$12.9K +145 +0.3%
DBIA
1036
Dumont & Blake Investment Advisors
New Jersey
$4.41M -$311K -3,510 -6%
RIG
1037
Renaissance Investment Group
Massachusetts
$4.4M -$17.1K -193 -0.4%
1832 Asset Management
1038
1832 Asset Management
Ontario, Canada
$4.38M +$1.3M +14,685 +41%
GIM
1039
Guardian Investment Management
California
$4.38M
AAIM
1040
American Assets Investment Management
California
$4.36M
NHC
1041
Nicholas Hoffman & Company
Georgia
$4.36M +$72.9K +822 +2%
LBC
1042
Lawrence B. Cohen
$4.36M +$9.76K +110 +0.2%
PAIM
1043
Punch & Associates Investment Management
Minnesota
$4.35M +$71.5K +806 +2%
Jennison Associates
1044
Jennison Associates
New York
$4.33M -$113K -1,269 -2%
RMAM
1045
Raab & Moskowitz Asset Management
New Jersey
$4.32M +$10.6K +119 +0.2%
AA
1046
Ancora Advisors
Ohio
$4.28M +$641K +7,230 +17%
CCT
1047
Capital City Trust
Florida
$4.28M -$55.5K -625 -1%
BCM
1048
Birmingham Capital Management
Alabama
$4.26M
GC
1049
Grace Capital
Massachusetts
$4.24M +$201K +2,260 +5%
WPC
1050
White Pine Capital
Minnesota
$4.24M -$20K -225 -0.5%

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.