ExxonMobil
XOM
2,130 hedge funds and large institutions have $172B invested in ExxonMobil in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 975 increasing their positions, 838 reducing their positions, and 61 closing their positions.
52% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 61
16% more repeat investments, than reductions
Existing positions increased: 975 | Existing positions reduced: 838
9% more funds holding in top 10
Funds holding in top 10: 545 → 593 (+48)
5% more capital invested
Capital invested by funds: $163B → $172B (+$8.97B)
2.07% more ownership
Funds ownership: 50.52% → 52.58% (+2.1%)
1% more funds holding
Funds holding: 2,117 → 2,130 (+13)
54% less call options, than puts
Call options by funds: $2.97B | Put options by funds: $6.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$6.7B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$791M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$514M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$439M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$336M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.05B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$520M |
| 3 |
JP Morgan Chase
New York
|
-$375M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$361M |
| 5 |
Fayez Sarofim & Co
Houston,
Texas
|
-$301M |
XOM Hedge Fund Activity: Q1 2016 in Review
2,130 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2016, worth a combined $172B — up 5.5% from $163B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new XOM positions and 61 closed out — a net gain of 32 holders — while 975 added to existing stakes and 838 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $6.7B. The largest seller was Franklin Resources, cutting an estimated $1.05B.
- 2,130 institutional investors held ExxonMobil (XOM) as of Q1 2016, up from 2,117 in Q4 2015.
- Funds reported $172B of ExxonMobil stock for Q1 2016, up 5.5% quarter-over-quarter.
- 93 funds opened new ExxonMobil positions in Q1 2016 and 61 closed out, a net change of +32 holders.
- The largest ExxonMobil buyer in Q1 2016 was Royal London Asset Management, an estimated $6.7B added.
- The largest ExxonMobil seller in Q1 2016 was Franklin Resources, an estimated $1.05B sold.
Based on aggregated 13F filings for Q1 2016.