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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
RGC
1526
Roberts, Glore & Co
Illinois
$1.48M -$47.6K -600 -3%
AF
1527
AMG Funds
Connecticut
$1.47M -$57.3K -721 -4%
GC
1528
Grace Capital
Massachusetts
$1.47M -$1.63M -20,487 -53%
RVM
1529
Robinson Value Management
Texas
$1.47M -$80.3K -1,011 -5%
CSM
1530
CAMG Solamere Management
North Carolina
$1.46M -$11.9K -150 -0.8%
HCA
1531
Horan Capital Advisors
Ohio
$1.46M -$38.5K -485 -3%
ANB
1532
Amarillo National Bank
Texas
$1.46M -$173K -2,182 -11%
BS
1533
Banco Santander
Spain
$1.45M +$236K +2,977 +20%
TIP
1534
Torray Investment Partners
Maryland
$1.45M +$1.41M +17,720 New
PV
1535
Private Vista
Illinois
$1.45M +$330K +4,152 +31%
YP
1536
Yellowstone Partners
Idaho
$1.45M +$1.4M +17,636 New
SAM
1537
Security Asset Management
New York
$1.44M -$86.1K -1,084 -6%
HFA
1538
High Falls Advisors
New York
$1.44M +$2.62K +33 +0.2%
CSA
1539
Cottage Street Advisors
Massachusetts
$1.44M -$95.1K -1,198 -6%
SCA
1540
Sippican Capital Advisors
Massachusetts
$1.43M -$9.13K -115 -0.7%
CAM
1541
Close Asset Management
United Kingdom
$1.43M -$1.73M -21,725 -55%
DW
1542
Domani Wealth
Pennsylvania
$1.43M -$15.9K -200 -1%
MCM
1543
Mengis Capital Management
Oregon
$1.43M +$19.9K +250 +1%
MWM
1544
Merriman Wealth Management
Washington
$1.43M +$442K +5,564 +47%
MIC
1545
Meridian Investment Counsel
California
$1.42M +$55.2K +695 +4%
WCBA
1546
Weaver C. Barksdale & Associates
Tennessee
$1.42M
BFPW
1547
BOK Financial Private Wealth
Colorado
$1.42M -$682K -8,588 -33%
FPFS
1548
First Personal Financial Services
North Carolina
$1.42M -$34.1K -430 -2%
PFT
1549
Providence First Trust
Arizona
$1.42M +$1.03K +13 +0.1%
BC
1550
Brinker Capital
Pennsylvania
$1.42M +$214K +2,695 +18%

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.