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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
NEIRG
1226
New England Investment & Retirement Group
Massachusetts
$2.76M -$49.2K -620 -2%
LCM
1227
Lucas Capital Management
New Jersey
$2.76M -$17K -214 -0.6%
ROTUOC
1228
Regents of the University of California
California
$2.75M
FHA
1229
Flagship Harbor Advisors
Massachusetts
$2.74M +$118K +1,490 +5%
ATC
1230
Adirondack Trust Company
New York
$2.74M -$259K -3,256 -9%
CT
1231
Coastline Trust
Rhode Island
$2.74M +$113K +1,428 +4%
AIM
1232
Aspen Investment Management
Michigan
$2.72M -$5.73M -72,165 -68%
PFS
1233
Prospera Financial Services
Texas
$2.72M +$10.1K +127 +0.4%
FDS
1234
First Dallas Securities
Texas
$2.72M -$7.46K -94 -0.3%
RCG
1235
Ruane, Cunniff & Goldfarb
New York
$2.72M +$2.3M +28,943 +692%
BCM
1236
Baltimore Capital Management
Maryland
$2.71M -$24.2K -305 -0.9%
FA
1237
FCG Advisors
New Jersey
$2.71M -$1.32M -16,562 -33%
CT
1238
Clearstead Trust
Maine
$2.71M -$139K -1,753 -5%
LWCA
1239
Locust Wood Capital Advisers
New York
$2.7M -$143K -1,805 -5%
MMPW
1240
Mitchell McLeod Pugh & Williams
Alabama
$2.69M -$3.97K -50 -0.2%
HJGA
1241
Hardman Johnston Global Advisors
Connecticut
$2.68M
ACS
1242
Archford Capital Strategies
Illinois
$2.68M -$2.46K -31 -0.1%
BFA
1243
Benedict Financial Advisors
Georgia
$2.68M -$8.02K -101 -0.3%
Mackenzie Financial
1244
Mackenzie Financial
Ontario, Canada
$2.67M -$91.4K -1,151 -3%
B
1245
Bailard
California
$2.67M -$65.3K -822 -2%
DT
1246
Diversified Trust
Tennessee
$2.66M +$41.8K +527 +2%
BIM
1247
Barton Investment Management
Pennsylvania
$2.65M +$109K +1,372 +4%
LCM
1248
Leisure Capital Management
California
$2.65M -$3.81K -48 -0.1%
HJA
1249
Hugh Johnson Advisors
New York
$2.64M +$76.7K +966 +3%
NDSI
1250
Newman Dignan & Sheerar Inc
Rhode Island
$2.63M -$56.1K -706 -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.