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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
YAM
101
Yacktman Asset Management
Texas
$200M -$727K -9,160 -0.4%
Lazard Asset Management
102
Lazard Asset Management
New York
$196M +$56.9M +716,157 +43%
First Trust Advisors
103
First Trust Advisors
Illinois
$196M -$3.15M -39,656 -2%
BG
104
Bahl & Gaynor
Ohio
$195M +$416K +5,235 +0.2%
PP
105
Prudential plc
United Kingdom
$193M +$4.19M +52,719 +2%
AQR Capital Management
106
AQR Capital Management
Connecticut
$192M +$31.2M +392,495 +20%
GIA
107
Gateway Investment Advisers
Ohio
$191M +$443K +5,576 +0.2%
USAA
108
United Services Automobile Association
Texas
$191M +$3.72M +46,809 +2%
BF
109
BOK Financial
Oklahoma
$190M -$1.23M -15,512 -0.7%
SB
110
Suntrust Banks
Georgia
$182M -$2.46M -30,981 -1%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$181M -$70.7M -889,903 -29%
EPFB
112
Employees Provident Fund Board
Malaysia
$181M +$25.8M +325,000 +17%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$175M +$3.83M +48,194 +2%
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$174M +$23.3M +293,747 +16%
RFC
115
Regions Financial Corp
Alabama
$173M -$2.58M -32,456 -2%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$173M -$4.06M -51,157 -2%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$165M -$3.38M -42,587 -2%
Comerica Bank
118
Comerica Bank
Texas
$163M +$387K +4,869 +0.3%
Adage Capital Partners
119
Adage Capital Partners
Massachusetts
$160M -$2.39M -30,100 -2%
BCIM
120
British Columbia Investment Management
British Columbia, Canada
$159M +$604K +7,611 +0.4%
HNB
121
Huntington National Bank
Ohio
$156M -$1.17M -14,796 -0.8%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$154M -$26M -326,862 -15%
Axa
123
Axa
France
$153M -$6.77M -85,228 -4%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$152M +$12.4M +156,371 +9%
Bessemer Group
125
Bessemer Group
New Jersey
$150M +$35.4M +445,593 +32%

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.