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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
SIMM
1376
Stillwater Investment Management (Minnesota)
Minnesota
$2.08M +$72.3K +815 +4%
MIFH
1377
Migdal Insurance & Financial Holdings
Israel
$2.08M -$488K -5,500 -19%
BE
1378
Bonness Enterprises
District of Columbia
$2.08M
MA
1379
MCF Advisors
Kentucky
$2.07M +$57.3K +646 +3%
YP
1380
Yellowstone Partners
Idaho
$2.06M +$300K +3,381 +17%
FHC
1381
First Heartland Consultants
Missouri
$2.06M +$28.4K +320 +1%
NFG
1382
NewFocus Financial Group
Washington
$2.06M +$15.9K +179 +0.8%
RIG
1383
Roosevelt Investment Group
New York
$2.05M -$193K -2,175 -8%
SL
1384
Summitry LLC
California
$2.05M +$128K +1,441 +7%
TIA
1385
Tiemann Investment Advisors
California
$2.05M -$24.6K -277 -1%
SMM
1386
Stadion Money Management
Georgia
$2.04M +$297K +3,343 +17%
AC
1387
Argentiere Capital
Switzerland
$2.04M +$2.07M +23,317 New
H
1388
Hexavest
Quebec, Canada
$2.03M -$847K -9,549 -29%
LPT
1389
Legacy Private Trust
Wisconsin
$2.03M -$218K -2,459 -10%
WFI
1390
West Family Investments
California
$2.03M
CIM
1391
CIM Investment Management
Pennsylvania
$2.02M -$170K -1,920 -8%
FIM
1392
Fernwood Investment Management
Massachusetts
$2.02M -$4.97K -56 -0.2%
CIA
1393
Covington Investment Advisors
Pennsylvania
$2.01M -$29.7K -335 -1%
PP
1394
Paloma Partners
Connecticut
$2M -$1.04M -11,705 -34%
WWM
1395
Willingdon Wealth Management
North Carolina
$2M -$8.7K -98 -0.4%
FFA
1396
Fragasso Financial Advisors
Pennsylvania
$2M +$42.6K +480 +2%
FC
1397
Fayerweather Charles
$2M -$92.6K -1,044 -4%
CP
1398
Camelot Portfolios
Ohio
$1.97M -$287K -3,239 -13%
MIM
1399
Montgomery Investment Management
Maryland
$1.97M
WOC
1400
West Oak Capital
California
$1.96M +$26.6K +300 +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.