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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
RGC
1476
Roberts, Glore & Co
Illinois
$1.68M -$20.4K -230 -1%
OCM
1477
Osterweis Capital Management
California
$1.67M
EIA
1478
Edgemoor Investment Advisors
Maryland
$1.67M +$37.7K +425 +2%
PMG
1479
ProVise Management Group
Florida
$1.66M -$323K -3,646 -16%
VNIM
1480
Vaughan Nelson Investment Management
Texas
$1.66M -$291K -3,282 -15%
SAM
1481
Security Asset Management
New York
$1.66M
FCT
1482
Family Capital Trust
Massachusetts
$1.65M
FA
1483
Fagan Associates
New York
$1.65M -$55.8K -629 -3%
AA
1484
Alesco Advisors
New York
$1.65M
CCM
1485
Channing Capital Management
Illinois
$1.64M
CWM
1486
Cornerstone Wealth Management
Missouri
$1.64M +$1.68M +18,986 New
SSWM
1487
Sheets Smith Wealth Management
North Carolina
$1.64M -$1.75M -19,697 -51%
DW
1488
Domani Wealth
Pennsylvania
$1.63M -$12K -135 -0.7%
AF
1489
Allworth Financial
California
$1.63M +$5.5K +62 +0.3%
PTC
1490
Philadelphia Trust Company
Pennsylvania
$1.62M +$105K +1,185 +7%
VNA
1491
Valley National Advisers
Pennsylvania
$1.62M +$144K +1,620 +10%
SNBOSD
1492
Security National Bank of So Dak
Iowa
$1.61M +$44.5K +502 +3%
WCA
1493
Westover Capital Advisors
Delaware
$1.61M +$1.64M +18,468 New
CIA
1494
Capital Impact Advisors
Massachusetts
$1.61M
PH
1495
Pinnacle Holdings
Oklahoma
$1.61M +$7.1K +80 +0.4%
AAM
1496
Augustine Asset Management
Florida
$1.61M
SLG
1497
Stanley-Laman Group
Pennsylvania
$1.6M -$178K -2,006 -10%
MI
1498
Montage Investments
Kansas
$1.59M -$484K -5,459 -23%
GS
1499
Girard Securities
California
$1.59M -$253K -2,850 -14%
WPW
1500
Waldron Private Wealth
Pennsylvania
$1.58M +$34.2K +386 +2%

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.