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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
OCM
1051
Olstein Capital Management
New York
$3.94M
LBC
1052
Lawrence B. Cohen
$3.93M -$49.5K -623 -1%
BCM
1053
Birmingham Capital Management
Alabama
$3.93M -$12.1K -152 -0.3%
PGIM
1054
Pacific Global Investment Management
California
$3.92M -$160K -2,020 -4%
RMCM
1055
Reynders McVeigh Capital Management
Massachusetts
$3.9M -$183K -2,306 -5%
SAA
1056
Southeast Asset Advisors
Georgia
$3.9M
HIC
1057
Holderness Investments Company
North Carolina
$3.9M -$36.8K -464 -1%
DPIM
1058
Duff & Phelps Investment Management
Illinois
$3.89M +$46.1K +580 +1%
FAM
1059
Formidable Asset Management
Ohio
$3.88M -$29.2K -368 -0.8%
DLCIG
1060
D.L. Carlson Investment Group
New Hampshire
$3.88M -$389K -4,897 -9%
CG
1061
Colony Group
Massachusetts
$3.87M -$1.13M -14,247 -23%
ECM
1062
ETrade Capital Management
Virginia
$3.86M +$174K +2,190 +5%
RMAM
1063
Raab & Moskowitz Asset Management
New Jersey
$3.86M -$75K -945 -2%
CL
1064
Choreo LLC
Illinois
$3.84M -$33.3K -419 -0.9%
HHAA
1065
Henry H. Armstrong Associates
Pennsylvania
$3.84M -$9.13K -115 -0.2%
SBL
1066
Sargent Bickham Lagudis
Colorado
$3.84M -$69.2K -872 -2%
HAM
1067
Highstreet Asset Management
Ontario, Canada
$3.83M +$216K +2,721 +6%
WSC
1068
Wellington Shields & Co
New York
$3.81M -$85.4K -1,075 -2%
MSAM
1069
Moloney Securities Asset Management
Missouri
$3.81M +$1.2M +15,169 +48%
AF
1070
Aldebaran Financial
$3.79M -$8.89K -112 -0.2%
BIA
1071
Barry Investment Advisors
Massachusetts
$3.77M -$262K -3,305 -7%
AWE
1072
Avidian Wealth Enterprises
Texas
$3.77M +$238 +3 +0%
AP
1073
Atwood & Palmer
Missouri
$3.77M -$211K -2,656 -5%
BCM
1074
Boltwood Capital Management
California
$3.76M +$4.05K +51 +0.1%
MWP
1075
MYCIO Wealth Partners
Pennsylvania
$3.72M -$69.6K -877 -2%

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.