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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
DLA
1026
Douglas Lane & Associates
New York
$4.12M -$211K -2,661 -5%
UBWV
1027
United Bank (West Virginia)
West Virginia
$4.12M -$14.8K -186 -0.4%
FCMT
1028
Founders Capital Management (Texas)
Texas
$4.12M +$379K +4,768 +10%
MC
1029
Martin & Co
Tennessee
$4.11M -$404K -5,085 -9%
BB
1030
Bell Bank
North Dakota
$4.1M -$635 -8 -0%
AAIM
1031
American Assets Investment Management
California
$4.1M
SG Americas Securities
1032
SG Americas Securities
New York
$4.09M -$28.4M -357,119 -88%
BOTW
1033
Bank of the West
California
$4.08M -$217K -2,730 -5%
BRM
1034
Boston Research & Management
Massachusetts
$4.07M +$318K +4,002 +9%
NFA
1035
Nuveen Fund Advisors
Illinois
$4.06M -$1.53M -19,233 -28%
DBIA
1036
Dumont & Blake Investment Advisors
New Jersey
$4.06M -$49.2K -620 -1%
PLFAM
1037
Pineno Levin & Ford Asset Management
Virginia
$4.05M -$57.6K -725 -1%
TCM
1038
Texan Capital Management
Texas
$4.04M -$145K -1,831 -4%
MHS
1039
M Holdings Securities
Oregon
$4.04M +$259K +3,261 +7%
AIM
1040
ARGA Investment Management
Connecticut
$4.01M
LJAC
1041
L.J. Altfest & Co
New York
$3.98M -$605K -7,616 -14%
HCM
1042
Hodges Capital Management
Texas
$3.98M -$53.2K -670 -1%
PAIM
1043
Punch & Associates Investment Management
Minnesota
$3.98M -$27.4K -345 -0.7%
MCA
1044
Mercer Capital Advisers
New Jersey
$3.97M -$803K -10,109 -17%
AMIM
1045
Aull & Monroe Investment Management
Alabama
$3.96M +$171K +2,150 +5%
NMIFOAC
1046
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.96M
EM
1047
Excalibur Management
Massachusetts
$3.95M +$54.4K +685 +1%
APSI
1048
Asset Planning Services Inc
Louisiana
$3.94M +$366K +4,615 +11%
AIC
1049
Argus Investors Counsel
New York
$3.94M -$314K -3,950 -8%
HT
1050
Heritage Trust
Oklahoma
$3.94M -$175K -2,207 -4%

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.