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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
HWA
1126
HCR Wealth Advisors
California
$3.38M +$95.5K +1,203 +3%
SIP
1127
Stoneridge Investment Partners
Pennsylvania
$3.38M +$2.81M +35,420 +617%
ABTD
1128
Arvest Bank Trust Division
Oklahoma
$3.37M -$53K -667 -2%
HH
1129
Hilltop Holdings
Texas
$3.36M +$44.5K +561 +1%
GIP
1130
Granite Investment Partners
California
$3.36M +$73.1K +920 +2%
PFA
1131
Paradigm Financial Advisors
Missouri
$3.35M -$140K -1,765 -4%
ST
1132
Somerset Trust
Pennsylvania
$3.35M -$224K -2,827 -6%
MLL
1133
Moody Lynn & Lieberson
Massachusetts
$3.34M -$96.9K -1,220 -3%
IIC
1134
Ironwood Investment Counsel
Arizona
$3.33M -$2.16M -27,178 -40%
PCM
1135
Palisade Capital Management
New Jersey
$3.33M +$307K +3,870 +11%
FCIM
1136
Fairview Capital Investment Management
California
$3.31M -$9.93K -125 -0.3%
TCM
1137
Telos Capital Management
California
$3.3M +$32.3K +407 +1%
IC
1138
Investment Counsel
Michigan
$3.29M -$11.1K -140 -0.3%
CVSCT
1139
C.V. Starr & Co Trust
New York
$3.28M
UFG
1140
United Fire Group
Iowa
$3.28M
SMC
1141
Smith, Moore & Co
Missouri
$3.26M +$717K +9,032 +29%
CCM
1142
Coldstream Capital Management
Washington
$3.25M -$1.67K -21 -0.1%
BSB
1143
Bangor Savings Bank
Maine
$3.25M +$14.6K +184 +0.5%
RIG
1144
Renaissance Investment Group
Massachusetts
$3.23M -$83.5K -1,052 -3%
CCA
1145
Cobblestone Capital Advisors
New York
$3.21M +$322K +4,054 +12%
WP
1146
WealthSource Partners
California
$3.21M -$477K -6,007 -13%
IB
1147
Intrust Bank
Kansas
$3.19M -$477K -6,005 -13%
PAI
1148
Pittenger & Anderson Inc
Nebraska
$3.19M -$227K -2,855 -7%
NWP
1149
Northstar Wealth Partners
Connecticut
$3.18M -$1.04M -13,082 -25%
SIC
1150
Sigma Investment Counselors
Michigan
$3.18M -$33.4K -420 -1%

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.