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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
RIG
1476
Roosevelt Investment Group
New York
$1.64M -$2.13M -26,792 -57%
LF
1477
Lee Financial
Texas
$1.64M -$316K -3,981 -17%
FMTCOCP
1478
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.64M -$184K -2,322 -10%
NFG
1479
NewFocus Financial Group
Washington
$1.64M +$51.9K +654 +3%
LAIC
1480
Lederer & Associates Investment Counsel
California
$1.63M -$117K -1,470 -7%
BWAM
1481
Boyd Watterson Asset Management
Ohio
$1.63M -$29.4K -370 -2%
DDC
1482
DF Dent & Co
Maryland
$1.62M +$2.38K +30 +0.2%
VNA
1483
Valley National Advisers
Pennsylvania
$1.62M -$67.7K -853 -4%
HIM
1484
Hutchens Investment Management
New Hampshire
$1.62M -$207K -2,610 -12%
CCG
1485
Chatham Capital Group
Georgia
$1.61M -$12.8K -161 -0.8%
AEPG
1486
American Economic Planning Group
New Jersey
$1.61M -$194K -2,442 -11%
BEAM
1487
Baker Ellis Asset Management
Washington
$1.6M +$31.8K +400 +2%
ACM
1488
Armbruster Capital Management
New York
$1.6M -$57.9K -729 -4%
PAG
1489
Pinnacle Advisory Group
Maryland
$1.6M -$30.3K -382 -2%
AWA
1490
Arete Wealth Advisors
Illinois
$1.6M +$20.8K +262 +1%
CIA
1491
Cascade Investment Advisors
Oregon
$1.6M +$15.9K +200 +1%
WCM
1492
Weik Capital Management
Pennsylvania
$1.59M -$5.48K -69 -0.4%
AA
1493
Alesco Advisors
New York
$1.59M +$42.3K +533 +3%
CII
1494
Capital International Inc
California
$1.59M -$270K -3,400 -15%
JAM
1495
Jolley Asset Management
North Carolina
$1.59M -$1.83K -23 -0.1%
CCA
1496
Conestoga Capital Advisors
Pennsylvania
$1.58M
LCOV
1497
London Company of Virginia
Virginia
$1.58M -$109K -1,373 -7%
JDR
1498
Jay D. Rosenbaum
$1.55M +$23.8K +300 +2%
KLWA
1499
Kelly Lawrence W & Associates
California
$1.55M
RHBC
1500
R.H. Bluestein & Co
Michigan
$1.55M -$23.5M -295,840 -94%

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.