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
MA
1051
Marshwinds Advisory
Georgia
$4.23M -$13.1K -148 -0.3%
CAMG
1052
CWA Asset Management Group
Florida
$4.23M +$548K +6,176 +15%
NMIFOAC
1053
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.22M +$506K +5,700 +13%
HT
1054
HAP Trading
New York
$4.21M +$4.28M +48,277 New
DBT
1055
Dubuque Bank & Trust
Iowa
$4.18M +$685K +7,725 +19%
SSI
1056
Scott & Selber Inc
Texas
$4.17M -$34.2K -386 -0.8%
EWM
1057
Edge Wealth Management
New York
$4.16M +$284K +3,197 +7%
WAM
1058
Wealthspire Advisors (Maryland)
Maryland
$4.13M -$390K -4,397 -8%
WC
1059
Whitnell & Co
Illinois
$4.13M -$12.1K -136 -0.3%
MSR
1060
Main Street Research
Connecticut
$4.13M -$5.59K -63 -0.1%
LPL Financial
1061
LPL Financial
California
$4.13M -$41.8K -471 -1%
HCM
1062
Hodges Capital Management
Texas
$4.12M -$80.6K -909 -2%
CBU
1063
CIBC Bank USA
Illinois
$4.11M +$295K +3,325 +8%
MWM
1064
Merriman Wealth Management
Washington
$4.11M -$1.21M -13,647 -22%
DLHL
1065
Donald L. Hagan LLC
Florida
$4.09M +$90.1K +1,016 +2%
OMCS
1066
Old Mutual Customised Solutions
South Africa
$4.08M -$1.68M -18,900 -29%
VanEck Associates
1067
VanEck Associates
New York
$4.07M -$355K -4,003 -8%
LM
1068
Lincluden Management
Ontario, Canada
$4.07M +$54.6K +615 +1%
BEC
1069
Blue Edge Capital
Virginia
$4.04M +$1.24K +14 +0%
HH
1070
Hilltop Holdings
Texas
$4.04M -$55.9K -630 -1%
PGIM
1071
Pacific Global Investment Management
California
$4.02M +$44.9K +506 +1%
PFA
1072
Paradigm Financial Advisors
Missouri
$4.02M -$142K -1,595 -3%
AMIM
1073
Aull & Monroe Investment Management
Alabama
$4M -$107K -1,205 -3%
ST
1074
Sentinel Trust
Texas
$4M -$19.5K -220 -0.5%
FBC
1075
Fairfield, Bush & Co
Connecticut
$3.99M +$163K +1,842 +4%

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.