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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
KS
1076
Karpas Strategies
Connecticut
$3.72M
BOC
1077
Barbara Oil Co
Illinois
$3.69M
OMC
1078
Overbrook Management Corp
New York
$3.68M -$67.5K -850 -2%
AIS
1079
Accurate Investment Solutions
Pennsylvania
$3.68M +$85K +1,071 +2%
SEC
1080
Seven Eight Capital
New York
$3.67M +$3.55M +44,700 New
GCM
1081
Garland Capital Management
Washington
$3.66M +$107K +1,342 +3%
TBA
1082
Train Babcock Advisors
New York
$3.66M -$226K -2,840 -6%
DLHL
1083
Donald L. Hagan LLC
Florida
$3.66M -$94.8K -1,194 -3%
MSR
1084
Main Street Research
Connecticut
$3.65M -$254K -3,198 -7%
HCM
1085
Hall Capital Management
Rhode Island
$3.64M +$42.1K +530 +1%
RC
1086
Roundview Capital
New Jersey
$3.64M +$245K +3,087 +7%
HWA
1087
Heritage Wealth Advisors
Virginia
$3.63M +$79.3K +999 +2%
CIP
1088
Capital Insight Partners
Arizona
$3.6M +$362K +4,564 +12%
HC
1089
Hourglass Capital
Texas
$3.59M +$723K +9,111 +26%
Loomis, Sayles & Company
1090
Loomis, Sayles & Company
Massachusetts
$3.59M +$1.01M +12,668 +41%
LCP
1091
Legacy Capital Partners
Wisconsin
$3.59M -$48.2K -607 -1%
SFPIA
1092
Stevens First Principles Investment Advisors
California
$3.59M +$132K +1,666 +4%
GWI
1093
Grace & White Inc
New York
$3.58M
BMM
1094
Buffington Mohr McNeal
Idaho
$3.57M -$84.3K -1,062 -2%
AIM
1095
Advantage Investment Management
Iowa
$3.56M +$262K +3,294 +8%
FPS
1096
Fieldpoint Private Securities
Connecticut
$3.56M +$3.45M +43,390 New
SCM
1097
Stevens Capital Management
Pennsylvania
$3.56M +$3.44M +43,375 New
RHFI
1098
Reilly Herbert Faulkner III
$3.55M -$40.3K -508 -1%
JIC
1099
Joel Isaacson & Co
New York
$3.54M -$6.59K -83 -0.2%
WPA
1100
Winning Points Advisors
Florida
$3.54M +$82.1K +1,034 +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.