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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
SAMH
1101
Shanda Asset Management Holdings
British Virgin Islands
$3.8M
KS
1102
Karpas Strategies
Connecticut
$3.8M
AWE
1103
Avidian Wealth Enterprises
Texas
$3.78M +$36.3K +409 +1%
PCA
1104
Private Capital Advisors
Connecticut
$3.77M
LA
1105
LVW Advisors
New York
$3.77M +$233K +2,625 +6%
CIP
1106
Capital Insight Partners
Arizona
$3.77M +$918K +10,343 +32%
GIP
1107
Granite Investment Partners
California
$3.74M +$27.1K +305 +0.7%
PG
1108
Patten Group
Tennessee
$3.73M -$65.4K -737 -2%
S
1109
SignatureFD
Georgia
$3.72M +$278K +3,133 +8%
JFA
1110
JNBA Financial Advisors
Minnesota
$3.72M +$1.47M +16,597 +64%
BCM
1111
Boltwood Capital Management
California
$3.72M -$4.88K -55 -0.1%
VNA
1112
VNBTrust National Association
Virginia
$3.71M -$8.87K -100 -0.2%
TCM
1113
Telos Capital Management
California
$3.71M +$42.1K +474 +1%
WP
1114
WealthSource Partners
California
$3.7M +$31.4K +354 +0.8%
AT
1115
Acadia Trust
Maine
$3.68M +$17.3K +195 +0.5%
VST
1116
Van Strum & Towne
California
$3.68M -$31.1K -350 -0.8%
BCM
1117
BTC Capital Management
Iowa
$3.67M +$541K +6,103 +17%
ECM
1118
Exchange Capital Management
Michigan
$3.67M +$108K +1,222 +3%
HC
1119
Hourglass Capital
Texas
$3.66M -$125K -1,410 -3%
BSB
1120
Bangor Savings Bank
Maine
$3.64M -$12.9K -145 -0.3%
RG
1121
Rikoon Group
New Mexico
$3.64M +$3.7M +41,679 New
Jones Financial Companies
1122
Jones Financial Companies
Missouri
$3.6M -$27.9K -315 -0.8%
IP
1123
Investment Partners
Ohio
$3.59M +$2.51M +28,253 +220%
VIA
1124
Virtus Investment Advisers
Connecticut
$3.58M +$3.64M +41,065 New
Squarepoint
1125
Squarepoint
New York
$3.58M +$3.64M +41,024 New

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.