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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
TCM
1351
Tradition Capital Management
New Jersey
$2.2M -$147K -1,657 -6%
OC
1352
Oakworth Capital
Alabama
$2.19M +$398K +4,484 +22%
BHTS
1353
Bar Harbor Trust Services
Maine
$2.19M -$412K -4,649 -16%
TC
1354
Telemus Capital
Michigan
$2.19M -$45.6K -514 -2%
FAM
1355
Foothills Asset Management
Arizona
$2.19M +$5.32K +60 +0.2%
LWAC
1356
Laurel Wealth Advisors (California)
California
$2.18M -$81.4K -917 -4%
LWM
1357
Lyons Wealth Management
Florida
$2.17M +$1.2M +13,567 +94%
MWM
1358
Modera Wealth Management
New Jersey
$2.17M +$6.3K +71 +0.3%
FM
1359
Family Management
New York
$2.15M +$1.21M +13,583 +122%
PFM
1360
PacWest Financial Management
Arizona
$2.14M +$58.2K +656 +3%
SGAM
1361
Steinberg Global Asset Management
Florida
$2.14M -$2.48K -28 -0.1%
SGA
1362
Strategic Global Advisors
California
$2.13M -$621 -7 -0%
WI
1363
WrapManager Inc
California
$2.12M +$64.2K +724 +3%
WI
1364
Wedgewood Investors
Pennsylvania
$2.12M -$4.44K -50 -0.2%
CAM
1365
Chesapeake Asset Management
New York
$2.11M
EWM
1366
Evermay Wealth Management
Virginia
$2.11M -$8.16K -92 -0.4%
Fuller & Thaler Asset Management
1367
Fuller & Thaler Asset Management
California
$2.1M
GF
1368
Goodman Financial
Texas
$2.1M +$10.9K +123 +0.5%
PBO
1369
Peoples Bank (Ohio)
Ohio
$2.09M +$24.8K +280 +1%
HFBOT
1370
Home Federal Bank of Tennessee
Tennessee
$2.09M -$22.4K -252 -1%
NPT
1371
Nixon Peabody Trust
Massachusetts
$2.09M -$619K -6,972 -23%
SJIM
1372
St. Johns Investment Management
Florida
$2.09M +$31.9K +359 +2%
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$2.09M -$20.3K -229 -0.9%
BDF
1374
Balasa Dinverno & Foltz
$2.09M +$108K +1,219 +5%
WA
1375
WealthTrust Axiom
Pennsylvania
$2.08M -$151K -1,705 -7%

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.