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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
CWM
1451
Catamount Wealth Management
Connecticut
$1.74M +$39.2K +494 +2%
NIT
1452
NumerixS Investment Technologies
British Columbia, Canada
$1.74M -$13.7M -172,252 -89%
CWM
1453
Cornerstone Wealth Management
Missouri
$1.74M +$123K +1,547 +8%
FFA
1454
Fragasso Financial Advisors
Pennsylvania
$1.73M -$264K -3,323 -14%
WPW
1455
Waldron Private Wealth
Pennsylvania
$1.72M +$472K +5,938 +39%
BWM
1456
BerganKDV Wealth Management
Minnesota
$1.72M +$21.8K +275 +1%
IFWM
1457
Institute for Wealth Management
Colorado
$1.72M -$79 -1 -0%
LWM
1458
Lyell Wealth Management
California
$1.72M -$148K -1,866 -8%
IWM
1459
IHT Wealth Management
Illinois
$1.7M -$476 -6 -0%
CS
1460
Comerica Securities
Michigan
$1.7M +$12.5K +157 +0.8%
BCP
1461
Berkeley Capital Partners
Georgia
$1.7M -$49.5K -624 -3%
MA
1462
MCF Advisors
Kentucky
$1.7M -$41.6K -524 -2%
FC
1463
FIC Capital
New York
$1.69M -$77.7K -978 -5%
EARNEST Partners
1464
EARNEST Partners
Georgia
$1.69M -$458K -5,767 -22%
AIA
1465
Armor Investment Advisors
North Carolina
$1.68M -$14.7K -185 -0.9%
CIAS
1466
Capital Investment Advisory Services
North Carolina
$1.66M -$18.3K -230 -1%
MBT
1467
Monroe Bank & Trust
Michigan
$1.66M +$20.4K +257 +1%
BW
1468
Bison Wealth
Georgia
$1.66M -$17.9K -226 -1%
CPA
1469
Capital Planning Advisors
California
$1.65M +$21.8K +275 +1%
WCM
1470
Windsor Capital Management
Arizona
$1.65M
CA
1471
Capital Advantage
California
$1.65M -$40.9K -515 -2%
LPT
1472
Legacy Private Trust
Wisconsin
$1.65M
DRD
1473
Dennis R. Delaney
$1.64M +$1.59K +20 +0.1%
PH
1474
Pinnacle Holdings
Oklahoma
$1.64M +$84.7K +1,067 +6%
MFP
1475
Michael F. Price
$1.64M

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.