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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
GF
1176
Gerstein Fisher
New York
$3.16M +$157K +1,767 +5%
MCM
1177
McRae Capital Management
New Jersey
$3.15M -$18K -203 -0.6%
MCWS
1178
McKinley Carter Wealth Services
West Virginia
$3.15M -$44.6K -503 -1%
GA
1179
Gateway Advisory
New Jersey
$3.14M +$728K +8,203 +29%
LSCM
1180
LaSalle Street Capital Management
Illinois
$3.14M
FMWA
1181
Forvis Mazars Wealth Advisors
Missouri
$3.14M -$515K -5,808 -14%
MSS
1182
Mitchell Sinkler & Starr
Pennsylvania
$3.14M -$48.4K -545 -1%
FDS
1183
First Dallas Securities
Texas
$3.13M -$28.3K -319 -0.9%
Capstone Investment Advisors
1184
Capstone Investment Advisors
New York
$3.12M -$2.12M -23,888 -40%
BRWA
1185
B. Riley Wealth Advisors
Florida
$3.12M -$456K -5,138 -11%
VC
1186
Vestor Capital
Illinois
$3.1M +$22.2K +250 +0.7%
PAM
1187
Peninsula Asset Management
Florida
$3.09M +$154K +1,738 +5%
IAS
1188
IMA Advisory Services
Colorado
$3.08M +$47.7K +538 +2%
EM
1189
Excalibur Management
Massachusetts
$3.08M -$14.4K -162 -0.5%
OLA
1190
Oliver Luxxe Assets
New Jersey
$3.07M +$177 +2 +0%
CAM
1191
CG Asset Management
New York
$3.06M
GP
1192
GLG Partners
United Kingdom
$3.06M +$444K +5,000 +17%
FLPIM
1193
F.L. Putnam Investment Management
Massachusetts
$3.05M -$764K -8,609 -20%
WGCA
1194
Wolf Group Capital Advisors
Virginia
$3.05M +$280K +3,157 +10%
CG
1195
Caprock Group
Idaho
$3.05M +$83.6K +942 +3%
VAS
1196
Valicenti Advisory Services
New York
$3.04M -$44.4K -500 -1%
AIIMS
1197
Analyst IMS Investment Management Services
Israel
$3.04M -$8.07K -91 -0.3%
CIP
1198
Convergence Investment Partners
Florida
$3.04M -$90K -1,014 -3%
OWP
1199
Obermeyer Wealth Partners
Colorado
$3.03M +$177 +2 +0%
BAM
1200
Brave Asset Management
New Jersey
$3.03M -$1.95K -22 -0.1%

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.