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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
ECM
1101
Exchange Capital Management
Michigan
$3.52M -$128K -1,613 -4%
BAAM
1102
Baker Avenue Asset Management
California
$3.52M +$16.4K +207 +0.5%
MCM
1103
McMillion Capital Management
North Carolina
$3.51M -$41K -516 -1%
BA
1104
Bridgewater Associates
Connecticut
$3.51M -$33.4K -421 -1%
PVWM
1105
Point View Wealth Management
New Jersey
$3.5M +$133K +1,678 +4%
FFBTD
1106
First Financial Bank - Trust Division
Ohio
$3.5M -$224K -2,820 -6%
HC
1107
Hampstead Capital
United Kingdom
$3.49M +$79.4K +1,000 +2%
RWM
1108
RKL Wealth Management
Pennsylvania
$3.49M +$274K +3,448 +9%
RWM
1109
Rench Wealth Management
Texas
$3.47M -$191K -2,411 -5%
HI
1110
Hudock Inc
Pennsylvania
$3.47M +$130K +1,634 +4%
AW
1111
ACG Wealth
Georgia
$3.46M -$1.12M -14,141 -25%
HB
1112
Homrich & Berg
Georgia
$3.46M -$123K -1,555 -4%
SFSG
1113
Stearns Financial Services Group
North Carolina
$3.45M -$50.9K -641 -2%
LWAC
1114
Laurel Wealth Advisors (California)
California
$3.45M +$107K +1,353 +3%
FIM
1115
Freedom Investment Management
Connecticut
$3.45M +$853K +10,745 +34%
SNBOSCI
1116
Security National Bank of Sioux City Iowa
Iowa
$3.44M -$312K -3,930 -9%
BIC
1117
Bridges Investment Counsel
Nebraska
$3.42M -$3.49M -43,961 -51%
CCT
1118
Capital City Trust
Florida
$3.42M
EAM
1119
Evanson Asset Management
California
$3.42M +$103K +1,299 +3%
AI
1120
Atria Investments
North Carolina
$3.42M -$240K -3,026 -7%
PCA
1121
Private Capital Advisors
Connecticut
$3.41M -$159K -2,000 -5%
WC
1122
Whitnell & Co
Illinois
$3.41M +$30.3K +381 +0.9%
WA
1123
WBH Advisory
Maryland
$3.41M +$22.1K +278 +0.7%
Cetera Investment Advisers
1124
Cetera Investment Advisers
Illinois
$3.41M +$352K +4,435 +12%
PWM
1125
Perigon Wealth Management
California
$3.4M -$1.93M -24,307 -37%

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.