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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
OCM
1176
One Capital Management
California
$3.04M +$131K +1,647 +5%
LKIM
1177
Lawson Kroeker Investment Management
Nebraska
$3.03M -$1.75M -22,055 -37%
VST
1178
Van Strum & Towne
California
$3.02M -$82.9K -1,044 -3%
SCP
1179
Syntal Capital Partners
Texas
$3M +$63.2K +796 +2%
FANJ
1180
Financial Architects (New Jersey)
New Jersey
$3M -$189K -2,378 -6%
LA
1181
LVW Advisors
New York
$3M -$252K -3,172 -8%
ECM
1182
Evergreen Capital Management
Washington
$3M +$1.36M +17,174 +88%
CCM
1183
Cribstone Capital Management
Maine
$2.99M -$88.5K -1,114 -3%
DAC
1184
Dividend Assets Capital
South Carolina
$2.96M +$6.35K +80 +0.2%
NBC
1185
Neuberger Berman Canada
Ontario, Canada
$2.95M +$121K +1,521 +4%
GP
1186
GLG Partners
United Kingdom
$2.95M +$397K +5,000 +16%
HW
1187
Hancock Whitney
Mississippi
$2.94M -$81.7K -1,029 -3%
SLF
1188
Sun Life Financial
Ontario, Canada
$2.94M +$208K +2,625 +8%
SAM
1189
Strategy Asset Managers
California
$2.94M +$59.5K +749 +2%
SAM
1190
Sequent Asset Management
Texas
$2.93M -$19.9K -250 -0.7%
LCS
1191
Levin Capital Strategies
New York
$2.93M
AIIMS
1192
Analyst IMS Investment Management Services
Israel
$2.91M +$35.7K +450 +1%
BIC
1193
Beach Investment Counsel
Pennsylvania
$2.91M
AP
1194
AHL Partners
United Kingdom
$2.91M +$1.26M +15,849 +81%
HIC
1195
Hartline Investment Corp
Illinois
$2.9M -$606K -7,638 -18%
DE
1196
Day & Ennis
Georgia
$2.9M -$447K -5,632 -14%
CK
1197
Cohen Klingenstein
New York
$2.9M
WG
1198
Winton Group
United Kingdom
$2.88M -$2.14M -26,890 -43%
IR
1199
IAT Reinsurance
New York
$2.87M -$2.38M -30,000 -46%
Members Trust
1200
Members Trust
Florida
$2.85M +$252K +3,173 +10%

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.