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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
MSU
1601
Mizuho Securities USA
New York
$1.25M +$1.22M +15,307 New
EIM
1602
Essex Investment Management
Massachusetts
$1.25M -$25.3K -319 -2%
JGIA
1603
Jackson Grant Investment Advisers
Connecticut
$1.25M +$45.7K +576 +4%
EML
1604
Eos Management LP
New York
$1.25M
AIA
1605
AIMZ Investment Advisors
California
$1.25M +$2.38K +30 +0.2%
BWFA
1606
Baltimore-Washington Financial Advisors
Maryland
$1.25M -$108K -1,366 -8%
FAN
1607
Financial Advisors Network
California
$1.24M -$3.1K -39 -0.3%
NC
1608
NewSquare Capital
Pennsylvania
$1.24M +$55K +693 +5%
DAM
1609
Doheny Asset Management
California
$1.24M -$63.5K -800 -5%
BONST
1610
Bank of Nova Scotia Trust
Ontario, Canada
$1.24M +$42.6K +537 +4%
IA
1611
IndexIQ Advisors
New York
$1.24M -$4.63M -58,312 -79%
PAS
1612
Partnervest Advisory Services
California
$1.24M -$439K -5,531 -27%
CP
1613
Camelot Portfolios
Ohio
$1.23M -$2.54K -32 -0.2%
AAM
1614
Auxier Asset Management
Oregon
$1.23M -$23.1K -291 -2%
OCG
1615
Opus Capital Group
Ohio
$1.2M +$245K +3,081 +27%
FLI
1616
Family Legacy Inc
South Carolina
$1.2M -$895K -11,277 -43%
NFG
1617
Nadler Financial Group
Illinois
$1.19M -$69.5K -875 -6%
CAM
1618
Covenant Asset Management
New Jersey
$1.19M
BCM
1619
Beck Capital Management
Texas
$1.18M -$7.94K -100 -0.7%
BFG
1620
Barber Financial Group
Kansas
$1.18M -$179K -2,256 -14%
FNBOH
1621
First National Bank of Hutchinson
Kansas
$1.17M +$10.2K +128 +0.9%
AAMU
1622
AEGON Asset Management (UK)
United Kingdom
$1.17M -$1.43M -17,991 -56%
SG
1623
Somerset Group
Minnesota
$1.16M
SWA
1624
Sutton Wealth Advisors
Florida
$1.16M -$21.6K -272 -2%
PAS
1625
Park Avenue Securities
New York
$1.16M +$364K +4,583 +48%

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.