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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
NCM
1576
Noesis Capital Mangement
Florida
$1.32M
BCM
1577
Bluefin Capital Management
New York
$1.32M +$821K +10,341 +180%
PCMC
1578
Paragon Capital Management (Colorado)
Colorado
$1.31M -$179K -2,249 -12%
PTC
1579
Philadelphia Trust Company
Pennsylvania
$1.31M -$77K -970 -6%
AFP
1580
Ausdal Financial Partners
Iowa
$1.31M -$151K -1,906 -11%
MWM
1581
Meridian Wealth Management
Kentucky
$1.31M +$899K +11,321 +242%
DAS
1582
Dynamic Advisor Solutions
Arizona
$1.31M -$117K -1,469 -8%
GIM
1583
Greenwich Investment Management
Connecticut
$1.31M +$504K +6,350 +66%
TFF
1584
The Family Firm
Maryland
$1.3M -$76.2K -960 -6%
PRHC
1585
P.R. Herzig & Co
New York
$1.3M +$979K +12,325 +350%
LOAMS
1586
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M
VNIM
1587
Vaughan Nelson Investment Management
Texas
$1.29M
WCM
1588
Wunderlich Capital Managemnt
Tennessee
$1.29M -$10.2K -129 -0.8%
GKIM
1589
GW&K Investment Management
Massachusetts
$1.29M -$19.9K -250 -2%
HCC
1590
Hirtle Callaghan & Co
Pennsylvania
$1.29M +$1.25M +15,700 New
WA
1591
Wealth Architects
California
$1.28M +$46.9K +591 +4%
SDJVC
1592
St. Denis J. Villere & Co
Louisiana
$1.28M +$502K +6,317 +68%
EMG
1593
Ellington Management Group
Connecticut
$1.27M +$1.23M +15,500 New
QI
1594
Quotient Investors
New York
$1.27M -$143K -1,800 -10%
IIC
1595
Integrated Investment Consultants
Michigan
$1.27M +$3.1K +39 +0.3%
AFNAS
1596
American Financial Network Advisory Services
California
$1.26M +$1.22M +15,403 New
NEPWA
1597
New England Private Wealth Advisors
Massachusetts
$1.26M -$69.6K -877 -5%
AWM
1598
Avior Wealth Management
Nebraska
$1.26M -$52.7K -664 -4%
BDWM
1599
Brewin Dolphin Wealth Management
Ireland
$1.26M +$1.22M +15,337 New
GC
1600
Garde Capital
Washington
$1.26M +$701K +8,825 +136%

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.