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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
BKA
1551
Brick & Kyle Associates
Pennsylvania
$1.42M -$19.9K -250 -1%
FDCC
1552
Foster Dykema Cabot & Co
Massachusetts
$1.42M -$4.76K -60 -0.3%
AWA
1553
ARS Wealth Advisors
Florida
$1.42M +$56.9K +716 +4%
LD
1554
Lipe & Dalton
New York
$1.41M
PP
1555
PagnatoKarp Partners
Virginia
$1.41M +$34.5K +434 +3%
RWA
1556
River Wealth Advisors
Pennsylvania
$1.41M +$7.38K +93 +0.5%
KA
1557
Klingman & Associates
New York
$1.41M +$68K +857 +5%
HBWM
1558
Hollow Brook Wealth Management
New York
$1.4M -$9.53K -120 -0.7%
SSWM
1559
Sheets Smith Wealth Management
North Carolina
$1.39M -$11K -139 -0.8%
MC
1560
Miles Capital
Iowa
$1.38M -$226K -2,849 -14%
KBG
1561
Kahn Brothers Group
New York
$1.38M -$35.7K -450 -3%
LPIC
1562
LeJeune Puetz Investment Counsel
Michigan
$1.36M -$55.3K -696 -4%
GAG
1563
GM Advisory Group
New York
$1.36M -$85.9K -1,082 -6%
AFS
1564
Access Financial Services
Minnesota
$1.35M +$37.6K +473 +3%
SNBOSD
1565
Security National Bank of So Dak
Iowa
$1.35M +$1.11K +14 +0.1%
Barrow, Hanley, Mewhinney & Strauss
1566
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.34M
CA
1567
Cortland Associates
Missouri
$1.34M -$37.5K -472 -3%
MMG
1568
Monetary Management Group
Missouri
$1.33M +$49.6K +625 +4%
CF
1569
CNA Financial
Illinois
$1.33M -$288K -3,632 -18%
HCP
1570
Holt Capital Partners
Texas
$1.32M +$66.2K +834 +5%
EI
1571
Elkhorn Investments
Illinois
$1.32M +$118K +1,481 +10%
RCM
1572
RNC Capital Management
California
$1.32M -$38.4K -483 -3%
WA
1573
Winfield Associates
Ohio
$1.32M -$83K -1,045 -6%
WIP
1574
Wellesley Investment Partners
Massachusetts
$1.32M -$15.3K -193 -1%
BIM
1575
Baldwin Investment Management
Pennsylvania
$1.32M

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.