We are live on ! Find out more
XOM icon

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
NERM
1276
New England Research & Management
Illinois
$2.66M -$183K -2,058 -6%
AIM
1277
Advantage Investment Management
Iowa
$2.65M +$173K +1,948 +7%
RCM
1278
Riverhead Capital Management
Delaware
$2.65M +$2.51M +28,293 +1,340%
PFS
1279
Prospera Financial Services
Texas
$2.64M -$249K -2,812 -8%
CFA
1280
CT Financial Advisors
Pennsylvania
$2.64M -$36.5K -411 -1%
IFB
1281
iAB Financial Bank
Indiana
$2.64M +$109K +1,233 +4%
ICM
1282
Ionic Capital Management
New York
$2.63M -$2.25M -25,350 -46%
CRIG
1283
Charter Research & Investment Group
Connecticut
$2.62M -$24.4K -275 -0.9%
NJBEST
1284
New Jersey Better Educational Savings Trust
New Jersey
$2.62M +$355K +4,000 +15%
EWA
1285
Exencial Wealth Advisors
Oklahoma
$2.62M -$20.5K -231 -0.7%
GCC
1286
Guardian Capital (Canada)
Ontario, Canada
$2.61M -$478K -5,383 -15%
HR
1287
Howe & Rusling
New York
$2.6M -$86.3K -973 -3%
FWM
1288
Focused Wealth Management
New York
$2.58M -$24K -270 -0.9%
FIM
1289
Freedom Investment Management
Connecticut
$2.58M +$276K +3,111 +12%
TCCM
1290
Timber Creek Capital Management
Massachusetts
$2.57M +$114K +1,285 +5%
FC
1291
FIC Capital
New York
$2.57M -$149K -1,675 -5%
SNBOSCI
1292
Security National Bank of Sioux City Iowa
Iowa
$2.56M -$25K -282 -1%
LCM
1293
Lucas Capital Management
New Jersey
$2.56M -$345K -3,883 -12%
IWA
1294
IBEX Wealth Advisors
New Jersey
$2.56M +$2.6M +29,294 New
SAM
1295
Sawgrass Asset Management
Florida
$2.55M +$64.3K +725 +3%
VIA
1296
Vantage Investment Advisors
Pennsylvania
$2.53M -$495K -5,578 -16%
AIA
1297
AGF Investments America
Ontario, Canada
$2.52M +$9.05K +102 +0.4%
HIM
1298
Harbour Investment Management
Washington
$2.52M -$13.3K -150 -0.5%
HFM
1299
Hartford Financial Management
Connecticut
$2.51M -$42.3K -477 -2%
WAS
1300
Winch Advisory Services
Wisconsin
$2.49M +$2.2M +24,761 +661%

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.