We are live on ! Find out more
XOM icon

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
DAS
1501
Dynamic Advisor Solutions
Arizona
$1.58M +$600K +6,760 +60%
TPWA
1502
TRUE Private Wealth Advisors
Oregon
$1.58M -$9.05K -102 -0.6%
FPFS
1503
First Personal Financial Services
North Carolina
$1.58M +$80.7K +910 +5%
Lido Advisors
1504
Lido Advisors
California
$1.57M +$124K +1,398 +8%
GCMG
1505
Gyroscope Capital Management Group
Florida
$1.57M -$1.19M -13,369 -43%
GKIM
1506
GW&K Investment Management
Massachusetts
$1.57M -$22.2K -250 -1%
DAM
1507
Doheny Asset Management
California
$1.57M -$2.66K -30 -0.2%
EDRE
1508
Edmond de Rothschild (Europe)
Luxembourg
$1.57M +$82.5K +930 +5%
HFA
1509
High Falls Advisors
New York
$1.57M +$3.55K +40 +0.2%
FC
1510
Forte Capital
New York
$1.56M -$205K -2,310 -11%
RIA
1511
Regal Investment Advisors
Michigan
$1.56M +$314K +3,541 +25%
NIMI
1512
Natixis Investment Managers International
France
$1.56M +$383K +4,321 +32%
AIM
1513
Artemis Investment Management
United Kingdom
$1.56M -$17M -191,122 -91%
GIM
1514
Greenwich Investment Management
Connecticut
$1.56M
LD
1515
Lipe & Dalton
New York
$1.55M -$26.6K -300 -2%
WCM
1516
Westend Capital Management
California
$1.54M +$14.6K +165 +0.9%
TW
1517
Transform Wealth
Colorado
$1.54M -$170K -1,913 -10%
OFS
1518
Orrstown Financial Services
Pennsylvania
$1.54M -$56.2K -634 -3%
BIM
1519
Baldwin Investment Management
Pennsylvania
$1.53M
FAM
1520
Fenimore Asset Management
New York
$1.53M
VIMU
1521
Veritas Investment Management (UK)
United Kingdom
$1.53M
JFA
1522
Johanson Financial Advisors
California
$1.53M +$53.3K +601 +4%
KBG
1523
Kahn Brothers Group
New York
$1.52M
ABP
1524
Arthur B. Page
$1.52M +$103K +1,165 +7%
BO
1525
BRR OpCo
Ohio
$1.52M +$355 +4 +0%

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.