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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
BFC
1326
Blue Fin Capital
Rhode Island
$2.36M -$81.1K -914 -3%
NL
1327
NWAM LLC
Washington
$2.36M +$852K +9,598 +55%
VWA
1328
V Wealth Advisors
Kansas
$2.35M -$76K -857 -3%
LA
1329
Lau Associates
Delaware
$2.34M -$17.7K -200 -0.7%
AIM
1330
Acropolis Investment Management
Missouri
$2.33M -$159K -1,787 -6%
CPA
1331
Capital Planning Advisors
California
$2.33M +$4.88K +55 +0.2%
AAA
1332
Adams Asset Advisors
Texas
$2.31M +$798 +9 +0%
FA
1333
FCG Advisors
New Jersey
$2.31M -$625K -7,048 -21%
AJ
1334
Ashburton (Jersey)
Jersey
$2.31M
PSC
1335
Prentiss Smith & Co
Vermont
$2.29M +$9.85K +111 +0.4%
CW
1336
Cobiz Wealth
Colorado
$2.28M +$283K +3,193 +14%
WAM
1337
Weatherly Asset Management
California
$2.26M -$335K -3,773 -13%
HPBT
1338
High Point Bank & Trust
North Carolina
$2.26M -$8.87K -100 -0.4%
CL
1339
Croft-Leominster
Maryland
$2.26M -$13.8K -155 -0.6%
Cetera Investment Advisers
1340
Cetera Investment Advisers
Illinois
$2.25M -$822K -9,268 -26%
TSS
1341
Two Sigma Securities
New York
$2.25M +$2.29M +25,810 New
SLT
1342
St Louis Trust
Missouri
$2.25M -$55.9K -630 -2%
TL
1343
Tirschwell & Loewy
New York
$2.24M
DMC
1344
Drexel Morgan & Co
Pennsylvania
$2.23M
FWP
1345
FAS Wealth Partners
Kansas
$2.23M +$49.5K +558 +2%
FUBT
1346
First United Bank & Trust
Maryland
$2.23M +$92K +1,037 +4%
WCM
1347
Washington Capital Management
Washington
$2.21M -$17.7K -200 -0.8%
PG
1348
PEAK6 Group
Illinois
$2.21M +$2.24M +25,298 New
CCC
1349
Chelsea Counsel Company
California
$2.2M +$127K +1,430 +6%
CMBA
1350
C.M. Bidwell & Associates
Hawaii
$2.2M -$5.09M -57,350 -69%

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.