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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
WRM
1426
Westport Resources Management
Connecticut
$1.86M -$1.58M -17,770 -45%
UF
1427
Univest Financial
Pennsylvania
$1.85M -$158K -1,779 -8%
CVM
1428
Cheviot Value Management
California
$1.84M -$88.6K -999 -5%
ARMT
1429
Amica Retiree Medical Trust
Rhode Island
$1.84M -$347K -3,908 -16%
TCMG
1430
TSP Capital Management Group
New Jersey
$1.84M -$1.87M -21,081 Closed
BCM
1431
Blume Capital Management
California
$1.84M -$34.6K -390 -2%
CPIG
1432
Chicago Partners Investment Group
Illinois
$1.83M +$434K +4,891 +30%
CA
1433
Cornerstone Advisory
Maryland
$1.83M -$53K -597 -3%
HBWM
1434
Hollow Brook Wealth Management
New York
$1.83M +$240K +2,700 +15%
AAM
1435
Azzad Asset Management
Virginia
$1.83M +$79K +890 +4%
DDC
1436
DF Dent & Co
Maryland
$1.83M -$17.7K -200 -0.9%
LCOV
1437
London Company of Virginia
Virginia
$1.83M +$74.1K +835 +4%
KLWA
1438
Kelly Lawrence W & Associates
California
$1.82M -$8.87K -100 -0.5%
Two Sigma Advisers
1439
Two Sigma Advisers
New York
$1.82M +$1.19M +13,434 +180%
CL
1440
CPWM LLC
Washington
$1.82M -$107K -1,203 -5%
FPCM
1441
Financial Partners Capital Management
New York
$1.81M -$17.7K -200 -1%
BP
1442
Ballentine Partners
Massachusetts
$1.81M -$42.1K -475 -2%
BWM
1443
BerganKDV Wealth Management
Minnesota
$1.81M +$12.6K +142 +0.7%
WBG
1444
Wharton Business Group
Pennsylvania
$1.81M -$83K -935 -4%
CAS
1445
Cue Advisory Services
Arizona
$1.8M +$105K +1,187 +6%
AEPG
1446
American Economic Planning Group
New Jersey
$1.8M +$7.54K +85 +0.4%
GAG
1447
GM Advisory Group
New York
$1.8M -$59.9K -675 -3%
CWA
1448
Cypress Wealth Advisors
California
$1.8M -$43K -485 -2%
LGC
1449
Laurel Grove Capital
California
$1.79M +$39.9K +450 +2%
BWFA
1450
Baltimore-Washington Financial Advisors
Maryland
$1.79M +$6.03K +68 +0.3%

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.