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
AIM
1551
Aspen Investment Management
Michigan
$1.39M -$24.8K -280 -2%
WAM
1552
Wolverine Asset Management
Illinois
$1.39M +$1.41M +15,900 New
HCP
1553
Holt Capital Partners
Texas
$1.38M -$21K -237 -1%
HCC
1554
Hirtle Callaghan & Co
Pennsylvania
$1.37M
WCM
1555
Wunderlich Capital Managemnt
Tennessee
$1.36M +$1.02M +11,513 +279%
KA
1556
Kovack Advisors
Florida
$1.36M +$114K +1,285 +9%
FCM
1557
Forester Capital Management
Illinois
$1.36M +$1.38M +15,570 New
QI
1558
Quotient Investors
New York
$1.36M -$56K -631 -4%
RCA
1559
Rowland Carmichael Advisors
Arizona
$1.36M +$43K +485 +3%
AFP
1560
Ausdal Financial Partners
Iowa
$1.35M -$50K -564 -4%
GLI
1561
Guardian Life Insurance
New York
$1.35M -$5.86K -66 -0.4%
QCG
1562
Quadrant Capital Group
Ohio
$1.35M -$97.3K -1,097 -7%
JGIA
1563
Jackson Grant Investment Advisers
Connecticut
$1.34M +$8.96K +101 +0.7%
JIR
1564
James Investment Research
Ohio
$1.34M -$38.6M -434,859 -97%
CM
1565
CoreCommodity Management
Connecticut
$1.34M -$6.65K -75 -0.5%
IIC
1566
Integrated Investment Consultants
Michigan
$1.33M -$35.5K -400 -3%
SCM
1567
Salem Capital Management
Massachusetts
$1.33M -$8.87K -100 -0.6%
PAM
1568
Premier Asset Management
Illinois
$1.33M +$213K +2,400 +19%
EML
1569
Eos Management LP
New York
$1.33M
PG
1570
Proffitt & Goodson
Tennessee
$1.33M +$72.8K +820 +6%
MSFP
1571
Mark Sheptoff Financial Planning
Connecticut
$1.33M +$92.5K +1,043 +7%
NA
1572
NewEdge Advisors
Louisiana
$1.33M +$564K +6,353 +71%
TCIM
1573
TIAA CREF Investment Management
New York
$1.33M -$68.7M -774,791 -5%
CWM
1574
Catamount Wealth Management
Connecticut
$1.33M +$1.01M +11,430 +299%
GC
1575
Garde Capital
Washington
$1.32M +$888K +10,013 +129%

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.