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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
BCP
1526
Berkeley Capital Partners
Georgia
$1.5M -$5.23K -59 -0.3%
CAM
1527
Cubic Asset Management
Massachusetts
$1.5M -$3.55K -40 -0.2%
KA
1528
Klingman & Associates
New York
$1.5M +$209K +2,352 +16%
CA
1529
Cortland Associates
Missouri
$1.5M +$1.21M +13,588 +382%
PCMC
1530
Paragon Capital Management (Colorado)
Colorado
$1.5M -$98.7K -1,112 -6%
MCM
1531
Mengis Capital Management
Oregon
$1.49M -$17.7K -200 -1%
SCM
1532
Southport Capital Management
Tennessee
$1.49M -$31.9K -359 -2%
RCM
1533
RNC Capital Management
California
$1.49M -$81.7K -921 -5%
LC
1534
Lincoln Capital
Nebraska
$1.49M +$89.5K +1,009 +6%
MIC
1535
Meridian Investment Counsel
California
$1.49M -$48.8K -550 -3%
GAAM
1536
Guinness Atkinson Asset Management
California
$1.48M
REMPR
1537
Roof Eidam Maycock Peralta (REMP)
California
$1.47M -$31K -349 -2%
TAM
1538
Tealwood Asset Management
Minnesota
$1.47M -$75.6K -852 -5%
HCA
1539
Horan Capital Advisors
Ohio
$1.47M -$19.2K -216 -1%
AWM
1540
Avior Wealth Management
Nebraska
$1.45M +$138K +1,550 +10%
KCPG
1541
Kavar Capital Partners Group
Kansas
$1.45M -$4.35K -49 -0.3%
SSA
1542
South Street Advisors
New York
$1.45M +$347K +3,912 +31%
HCM
1543
Horan Capital Management
Maryland
$1.44M -$2.13M -24,004 -59%
SG
1544
StoneX Group
New York
$1.44M +$1.46M +16,481 New
NCM
1545
Noesis Capital Mangement
Florida
$1.41M +$90.7K +1,022 +7%
CF
1546
CNA Financial
Illinois
$1.41M -$472K -5,325 -25%
AAM
1547
Auxier Asset Management
Oregon
$1.4M -$26.6K -300 -2%
WA
1548
Winfield Associates
Ohio
$1.4M +$143K +1,610 +11%
JDR
1549
Jay D. Rosenbaum
$1.4M +$32.6K +367 +2%
TWI
1550
Thomas White International
Illinois
$1.39M +$8.25K +93 +0.6%

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.