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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
FC
1426
Fayerweather Charles
$1.83M -$25.9K -326 -1%
KFBMI
1427
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.83M
WA1
1428
Wimmer Associates 1
California
$1.83M -$138K -1,734 -7%
TCM
1429
Tradition Capital Management
New Jersey
$1.83M -$7.94K -100 -0.4%
AL
1430
Aspiriant LLC
California
$1.82M -$271K -3,419 -13%
BDF
1431
Balasa Dinverno & Foltz
$1.81M -$90.1K -1,135 -5%
JFA
1432
JNBA Financial Advisors
Minnesota
$1.8M -$35.4K -446 -2%
GIP
1433
Greatmark Investment Partners
Georgia
$1.8M -$31.8K -400 -2%
CNB
1434
Camden National Bank
Maine
$1.79M -$4.68K -59 -0.3%
FC
1435
Financial Consulate
Maryland
$1.79M +$624K +7,854 +56%
ABP
1436
Arthur B. Page
$1.79M -$88.9K -1,120 -5%
SAMH
1437
Shanda Asset Management Holdings
British Virgin Islands
$1.79M
BSWMG
1438
Barrington Strategic Wealth Management Group
Illinois
$1.78M -$616K -7,761 -26%
RA
1439
Rational Advisors
New York
$1.78M -$910K -11,461 -35%
CCM
1440
Crossvault Capital Management
Texas
$1.78M -$269K -3,393 -14%
ECM
1441
Elgethun Capital Management
South Dakota
$1.77M +$45.8K +577 +3%
UF
1442
Univest Financial
Pennsylvania
$1.77M +$21.2K +267 +1%
CAM
1443
Chesapeake Asset Management
New York
$1.77M -$10.3K -130 -0.6%
UBG
1444
United Bank (Georgia)
Georgia
$1.76M +$52.5K +661 +3%
BCM
1445
Blume Capital Management
California
$1.75M +$37.4K +471 +2%
WBG
1446
Wharton Business Group
Pennsylvania
$1.75M +$11.5K +145 +0.7%
SL
1447
Summitry LLC
California
$1.75M +$165K +2,080 +11%
CP
1448
Coho Partners
Pennsylvania
$1.74M -$14.2K -179 -0.8%
BE
1449
Bonness Enterprises
District of Columbia
$1.74M
TIA
1450
Tiemann Investment Advisors
California
$1.74M -$15.2K -192 -0.9%

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.