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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
BWM
1601
Baystate Wealth Management
Massachusetts
$1.2M -$130K -1,470 -10%
PMFA
1602
Plante Moran Financial Advisors
Michigan
$1.19M -$79K -890 -6%
MFW
1603
Mosaic Family Wealth
Missouri
$1.18M +$249K +2,809 +26%
IPC
1604
Independent Portfolio Consultants
Florida
$1.18M -$26.6K -300 -2%
RWA
1605
River Wealth Advisors
Pennsylvania
$1.18M +$11.4K +128 +1%
OC
1606
Oarsman Capital
Wisconsin
$1.17M
CAL
1607
Capital Analysts LLC
Pennsylvania
$1.16M +$174K +1,956 +17%
PC
1608
Peavine Capital
Nevada
$1.16M
BWA
1609
Burt Wealth Advisors
Maryland
$1.16M -$44.4K -500 -4%
FHB
1610
First Hawaiian Bank
Hawaii
$1.16M +$231K +2,600 +24%
OCG
1611
Opus Capital Group
Ohio
$1.16M -$8.87K -100 -0.7%
EDRIA
1612
Edmonds Duncan Registered Investment Advisors
Kansas
$1.16M -$93.2K -1,050 -7%
RIM
1613
Regent Investment Management
Kentucky
$1.16M -$22.2K -250 -2%
WPIC
1614
White Pine Investment Company
Michigan
$1.16M -$8.87K -100 -0.7%
AWA
1615
ARS Wealth Advisors
Florida
$1.15M +$421K +4,742 +56%
FC
1616
Financial Consulate
Maryland
$1.15M -$133K -1,497 -10%
WIA
1617
Westbourne Investment Advisors
Maryland
$1.14M -$62.1K -700 -5%
ACM
1618
Argyle Capital Management
Pennsylvania
$1.14M -$44.4K -500 -4%
VFP
1619
Verus Financial Partners
Virginia
$1.14M -$33.7K -380 -3%
ECM
1620
Evergreen Capital Management
Washington
$1.14M -$10.4K -117 -0.9%
ACM
1621
Academy Capital Management
Texas
$1.14M
CCM
1622
Compass Capital Management
Minnesota
$1.14M
SEIA
1623
Signature Estate & Investment Advisors
California
$1.14M +$149K +1,676 +15%
VKH
1624
Virtu KCG Holdings
New York
$1.13M -$2.25M -25,371 -66%
NBC
1625
Neuberger Berman Canada
Ontario, Canada
$1.13M +$325K +3,663 +39%

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.