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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
NA
1151
NewEdge Advisors
Louisiana
$3.17M -$40.3K -508 -1%
ACM
1152
Ashford Capital Management
Delaware
$3.17M
BA
1153
Bristlecone Advisors
Washington
$3.16M +$60.6K +763 +2%
VAS
1154
Valicenti Advisory Services
New York
$3.15M +$230K +2,900 +8%
CBU
1155
CIBC Bank USA
Illinois
$3.15M -$40.3K -508 -1%
NFG
1156
Next Financial Group
Texas
$3.15M -$259K -3,259 -8%
LM
1157
Lincluden Management
Ontario, Canada
$3.15M -$489K -6,160 -14%
LA
1158
Lau Associates
Delaware
$3.14M -$290K -3,650 -9%
PR
1159
Payden & Rygel
California
$3.14M -$11M -138,400 -78%
BCM
1160
Bourgeon Capital Management
Connecticut
$3.13M +$31.2K +393 +1%
VNA
1161
VNBTrust National Association
Virginia
$3.13M
BP
1162
Ballentine Partners
Massachusetts
$3.12M -$356K -4,489 -11%
BRWA
1163
B. Riley Wealth Advisors
Florida
$3.12M +$113K +1,419 +4%
KOCAA
1164
Knights of Columbus Asset Advisors
Connecticut
$3.12M +$115K +1,450 +4%
FFWA
1165
FRG Family Wealth Advisors
Washington
$3.11M +$7.15K +90 +0.2%
TWM
1166
Torch Wealth Management
Ohio
$3.1M -$15.9K -200 -0.5%
BCA
1167
Bray Capital Advisors
Florida
$3.09M -$364K -4,585 -11%
CCM
1168
Condor Capital Management
New Jersey
$3.09M +$36K +453 +1%
FNBOMD
1169
First National Bank of Mount Dora
Florida
$3.09M -$159K -2,005 -5%
DAM
1170
Delta Asset Management
Tennessee
$3.09M +$80.2K +1,010 +3%
LSCM
1171
LaSalle Street Capital Management
Illinois
$3.08M
OLA
1172
Oliver Luxxe Assets
New Jersey
$3.07M +$2.06K +26 +0.1%
VFA
1173
Valeo Financial Advisors
Indiana
$3.06M +$2.97M +37,341 New
MCWS
1174
McKinley Carter Wealth Services
West Virginia
$3.06M +$176K +2,220 +6%
FPCG
1175
Fort Pitt Capital Group
Pennsylvania
$3.05M +$41.7K +525 +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.