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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
Arrowstreet Capital
1201
Arrowstreet Capital
Massachusetts
$2.85M +$1.47M +18,500 +113%
MGIA
1202
Matthew Goff Investment Advisor
Texas
$2.85M +$32.6K +411 +1%
PP
1203
Pegasus Partners
Wisconsin
$2.84M -$1.06M -13,302 -28%
CNC
1204
Citizens & Northern Corp
Pennsylvania
$2.84M +$80.7K +1,016 +3%
FFC
1205
First Financial Corp
Indiana
$2.83M -$88.2K -1,111 -3%
BCM
1206
Brookstone Capital Management
Illinois
$2.83M -$28.8K -363 -1%
SAM
1207
Smithbridge Asset Management
Pennsylvania
$2.83M +$47.6K +600 +2%
GT
1208
Greenleaf Trust
Michigan
$2.83M +$507K +6,383 +23%
DIP
1209
DT Investment Partners
Pennsylvania
$2.83M +$939K +11,829 +52%
NIMI
1210
Natixis Investment Managers International
France
$2.82M -$150K -1,891 -5%
LFAS
1211
Level Four Advisory Services
Texas
$2.82M +$836K +10,525 +44%
PG
1212
Patten Group
Tennessee
$2.82M -$112K -1,409 -4%
NAM
1213
NorthCoast Asset Management
Connecticut
$2.81M -$146K -1,844 -5%
SCM
1214
Stellar Capital Management
Arizona
$2.81M -$53.2K -670 -2%
SCM
1215
Schnieders Capital Management
California
$2.81M -$229K -2,889 -8%
GIM
1216
Guardian Investment Management
California
$2.81M +$23.8K +300 +0.9%
RIA
1217
Regal Investment Advisors
Michigan
$2.81M +$799K +10,061 +42%
JPMIA
1218
J.P. Marvel Investment Advisors
Massachusetts
$2.8M +$164K +2,070 +6%
CS
1219
Cannell & Spears
New York
$2.8M -$873 -11 -0%
Jones Financial Companies
1220
Jones Financial Companies
Missouri
$2.79M +$177K +2,226 +7%
MBT
1221
Montecito Bank & Trust
California
$2.79M -$458K -5,774 -15%
GIA
1222
GHP Investment Advisors
Colorado
$2.78M +$4.37K +55 +0.2%
BTNA
1223
Bremer Trust National Association
Minnesota
$2.77M +$330K +4,158 +14%
VC
1224
Vestor Capital
Illinois
$2.76M -$120K -1,515 -4%
SWA
1225
SFMG Wealth Advisors
Texas
$2.76M -$58.4K -735 -2%

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.