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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
BTNA
1201
Bremer Trust National Association
Minnesota
$3.02M -$2.29M -25,813 -43%
PVWM
1202
Point View Wealth Management
New Jersey
$3.02M -$14.9K -168 -0.5%
EAM
1203
Evanson Asset Management
California
$3.02M -$140K -1,573 -4%
EFSCE
1204
Enterprise Financial Services Corp (EFSC)
Missouri
$3.01M -$30.1K -339 -1%
PP
1205
Pegasus Partners
Wisconsin
$3.01M +$470K +5,299 +18%
BIM
1206
Barton Investment Management
Pennsylvania
$3.01M -$39K -440 -1%
FAG
1207
Financial Advisory Group
Texas
$3M +$2.84K +32 +0.1%
AF
1208
Aldebaran Financial
$3M +$30.7K +346 +1%
SFM
1209
Signature Financial Management
Virginia
$3M +$82.4K +929 +3%
CCA
1210
Cobblestone Capital Advisors
New York
$2.97M +$15.3K +172 +0.5%
HJGA
1211
Hardman Johnston Global Advisors
Connecticut
$2.96M -$28.8K -325 -0.9%
SIM
1212
Sonora Investment Management
Arizona
$2.96M -$120K -1,348 -4%
LCM
1213
Leisure Capital Management
California
$2.95M +$8.07K +91 +0.3%
ROTUOC
1214
Regents of the University of California
California
$2.93M
SA
1215
Strategic Advisors
New York
$2.93M +$30.7K +346 +1%
LWCA
1216
Locust Wood Capital Advisers
New York
$2.93M +$147K +1,660 +5%
KIG
1217
Kessler Investment Group
Indiana
$2.93M +$215K +2,428 +8%
SSP
1218
Sapphire Star Partners
Washington
$2.92M -$3.05M -34,386 -51%
NA
1219
Navellier & Associates
Nevada
$2.92M -$44.1K -497 -1%
Canada Pension Plan Investment Board
1220
Canada Pension Plan Investment Board
Ontario, Canada
$2.92M -$129M -1,453,273 -98%
ANRIA
1221
American National Registered Investment Advisor
Texas
$2.91M -$15.5K -175 -0.5%
SCA
1222
STALEY CAPITAL ADVISERS
Pennsylvania
$2.9M -$32.2K -363 -1%
FFWA
1223
FRG Family Wealth Advisors
Washington
$2.9M +$11.5K +130 +0.4%
OCM
1224
One Capital Management
California
$2.9M +$89.8K +1,012 +3%
BOS
1225
Bingham Osborn & Scarborough
California
$2.89M -$15.2K -171 -0.5%

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.