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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
WI
1351
Wafra Inc
New York
$2.1M -$3.06M -38,551 -60%
CCM
1352
Catawba Capital Management
Virginia
$2.1M -$38.3K -482 -2%
WI
1353
WrapManager Inc
California
$2.08M -$30.2K -380 -1%
OC
1354
Oakworth Capital
Alabama
$2.08M +$18K +227 +0.8%
VWA
1355
V Wealth Advisors
Kansas
$2.08M +$8.58K +108 +0.4%
FUBT
1356
First United Bank & Trust
Maryland
$2.07M +$29.8K +375 +2%
SFG
1357
SevenBridge Financial Group
Pennsylvania
$2.07M +$14.1K +178 +0.7%
HDIM
1358
Hanson & Doremus Investment Management
Vermont
$2.07M +$147K +1,853 +8%
MWM
1359
Modera Wealth Management
New Jersey
$2.06M -$225K -2,828 -10%
Wolverine Trading
1360
Wolverine Trading
Illinois
$2.06M -$3.75M -47,210 -65%
CCC
1361
Chelsea Counsel Company
California
$2.06M -$29.4K -370 -1%
Lido Advisors
1362
Lido Advisors
California
$2.06M -$171K -2,150 -8%
OCAM
1363
Onex Canada Asset Management
Ontario, Canada
$2.05M -$19.9K -250 -1%
CVM
1364
Cheviot Value Management
California
$2.05M +$32.3K +407 +2%
PIMJS
1365
PKO Investment Management Joint-Stock
Poland
$2.05M +$1.99M +25,000 New
SSP
1366
Sapphire Star Partners
Washington
$2.04M -$290K -3,649 -13%
WAM
1367
Weatherly Asset Management
California
$2.04M -$65.6K -826 -3%
CCWA
1368
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.04M +$92.7K +1,167 +5%
4IG
1369
440 Investment Group
Kansas
$2.03M +$501K +6,310 +34%
CIA
1370
Covington Investment Advisors
Pennsylvania
$2.02M +$9.29K +117 +0.5%
FWM
1371
Focused Wealth Management
New York
$2.01M -$200K -2,513 -9%
KA
1372
KLCM Advisors
Wisconsin
$2.01M +$140K +1,758 +8%
FPCP
1373
Fort Point Capital Partners
California
$2M +$1.51M +18,979 +348%
GLA
1374
Good Life Advisors
Pennsylvania
$1.99M +$26.4K +333 +1%
FIM
1375
Fernwood Investment Management
Massachusetts
$1.99M -$15.9K -200 -0.8%

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.