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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
BWAM
1301
Boyd Watterson Asset Management
Ohio
$2.47M -$235K -2,645 -9%
BOCM
1302
Bontempo Ohly Capital Management
Maryland
$2.47M +$48.5K +547 +2%
SBWIC
1303
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.46M -$177K -2,000 -7%
AWCI
1304
Alpine Woods Capital Investors
New York
$2.45M -$6.04M -68,100 -71%
AMM
1305
American Money Management
California
$2.45M -$3.1K -35 -0.1%
MWM
1306
Mission Wealth Management
California
$2.45M +$2.49M +28,121 New
BCM
1307
Beck Capital Management
Texas
$2.45M -$493K -5,561 -17%
SCA
1308
Snowden Capital Advisors
New York
$2.45M -$205K -2,305 -8%
CP
1309
Coho Partners
Pennsylvania
$2.45M -$3.81K -43 -0.2%
MPAM
1310
Murphy Pohlad Asset Management
Minnesota
$2.44M -$160K -1,800 -6%
SAM
1311
Summit Asset Management
Tennessee
$2.44M +$11.3K +127 +0.5%
SAM
1312
SignalPoint Asset Management
Missouri
$2.43M -$29.5K -333 -1%
PHIMC
1313
Private Harbour Investment Management & Counsel
Ohio
$2.43M -$143K -1,615 -5%
WA1
1314
Wimmer Associates 1
California
$2.41M -$13.2K -149 -0.5%
ACM
1315
Argentus Capital Management
Texas
$2.41M +$440K +4,961 +22%
BCM
1316
Brookstone Capital Management
Illinois
$2.4M +$81.7K +921 +3%
MPA
1317
Marvin & Palmer Associates
Delaware
$2.4M +$513K +5,785 +27%
Wealth Enhancement Advisory Services
1318
Wealth Enhancement Advisory Services
Minnesota
$2.38M +$2.43M +27,414 New
TC
1319
Trust Company
Kansas
$2.38M -$2.03M -22,859 -46%
PGA
1320
Portland Global Advisors
Maine
$2.37M -$27K -304 -1%
MC
1321
Miles Capital
Iowa
$2.37M +$153K +1,721 +7%
DCM
1322
Donaldson Capital Management
Indiana
$2.37M -$18.1K -204 -0.7%
GWS
1323
Glassman Wealth Services
Virginia
$2.36M -$359K -4,051 -13%
PFBT
1324
Parkside Financial Bank & Trust
Missouri
$2.36M -$40.6K -458 -2%
CCM
1325
Crossvault Capital Management
Texas
$2.36M -$1.77K -20 -0.1%

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.