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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
IAS
1376
IMA Advisory Services
Colorado
$1.98M -$107K -1,349 -5%
MAM
1377
Martingale Asset Management
Massachusetts
$1.98M +$191K +2,400 +11%
CIM
1378
CIM Investment Management
Pennsylvania
$1.97M -$107K -1,349 -5%
GF
1379
Goodman Financial
Texas
$1.97M +$98.7K +1,243 +5%
CHP
1380
Cable Hill Partners
Oregon
$1.97M +$318K +4,011 +20%
VWM
1381
Venturi Wealth Management
Texas
$1.96M -$1.21M -15,248 -39%
SMFG
1382
Sumitomo Mitsui Financial Group
Japan
$1.96M -$258K -3,247 -12%
CW
1383
Cobiz Wealth
Colorado
$1.95M -$149K -1,877 -7%
MWM
1384
Marietta Wealth Management
Georgia
$1.95M +$33.4K +421 +2%
HWA
1385
Heritage Way Advisors
Illinois
$1.95M +$19.9K +250 +1%
ARMT
1386
Amica Retiree Medical Trust
Rhode Island
$1.94M
AF
1387
Allworth Financial
California
$1.94M +$302K +3,799 +19%
BL
1388
BFSG LLC
California
$1.94M +$7.94K +100 +0.4%
MBA
1389
McQueen Ball & Associates
Pennsylvania
$1.94M +$107K +1,342 +6%
CL
1390
Croft-Leominster
Maryland
$1.94M -$11.3K -142 -0.6%
AAM
1391
Augustine Asset Management
Florida
$1.94M +$113K +1,417 +6%
PIM
1392
Provident Investment Management
Michigan
$1.93M +$1.48M +18,580 +371%
WI
1393
Wedgewood Investors
Pennsylvania
$1.93M -$31.8K -400 -2%
PHIMC
1394
Private Harbour Investment Management & Counsel
Ohio
$1.93M -$73.4K -924 -4%
SCM
1395
Southport Capital Management
Tennessee
$1.93M +$9.21K +116 +0.5%
SAM
1396
SignalPoint Asset Management
Missouri
$1.92M -$578K -7,283 -24%
FIAS
1397
FinTrust Investment Advisory Services
South Carolina
$1.92M +$1.86M +23,420 New
SIMM
1398
Stillwater Investment Management (Minnesota)
Minnesota
$1.92M +$11.6K +146 +0.6%
FBT
1399
First Bank & Trust
South Dakota
$1.91M +$40.2K +506 +2%
FWP
1400
FAS Wealth Partners
Kansas
$1.91M +$1.85M +23,327 New

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.