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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
FMLI
1501
Fukoku Mutual Life Insurance
Japan
$1.54M -$484K -6,100 -24%
FA
1502
Fagan Associates
New York
$1.54M -$2.7K -34 -0.2%
PMG
1503
ProVise Management Group
Florida
$1.53M +$476 +6 +0%
IDBONY
1504
Israel Discount Bank of New York
New York
$1.53M +$257K +3,238 +21%
DWM
1505
Dorchester Wealth Management
Quebec, Canada
$1.53M -$11.9K -150 -0.8%
CPO
1506
Cerity Partners OCIO
New York
$1.53M +$27.8K +350 +2%
CHA
1507
Cedar Hill Associates
Illinois
$1.52M +$399K +5,024 +37%
PAM
1508
Peak Asset Management
Colorado
$1.52M +$42.2K +531 +3%
B
1509
Brightworth
Georgia
$1.52M +$1.22M +15,416 +501%
RWA
1510
RGT Wealth Advisors
Texas
$1.51M -$4.13K -52 -0.3%
RIM
1511
Reliant Investment Management
Tennessee
$1.51M +$42.5K +535 +3%
FPCM
1512
Financial Partners Capital Management
New York
$1.5M
MKC
1513
M. Kraus & Co
Vermont
$1.5M -$94K -1,184 -6%
OKSA
1514
O'Keefe Stevens Advisory
New York
$1.5M +$1.45M +18,323 New
TPWA
1515
TRUE Private Wealth Advisors
Oregon
$1.5M +$1.91K +24 +0.1%
TCMG
1516
TSP Capital Management Group
New Jersey
$1.5M +$1.45M +18,231 New
AIM
1517
Artemis Investment Management
United Kingdom
$1.49M -$536K -6,746 -27%
OCM
1518
Osterweis Capital Management
California
$1.49M -$9.13K -115 -0.6%
AFM
1519
Abbot Financial Management
Massachusetts
$1.49M -$19.9K -250 -1%
CAG
1520
Csenge Advisory Group
Florida
$1.49M +$1.44M +18,149 New
OIA
1521
OneDigital Investment Advisors
Kansas
$1.49M -$1.17M -14,789 -45%
OIA
1522
Optimum Investment Advisors
Illinois
$1.49M +$5.4K +68 +0.4%
LC
1523
Lincoln Capital
Nebraska
$1.49M -$15.7K -198 -1%
MCM
1524
Manchester Capital Management
Vermont
$1.48M +$318 +4 +0%
CFSG
1525
Community Financial Services Group
Vermont
$1.48M -$183K -2,304 -11%

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.