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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
WPIC
1626
White Pine Investment Company
Michigan
$1.16M -$6.99K -88 -0.6%
SS
1627
Sunbelt Securities
Texas
$1.16M +$197K +2,483 +21%
LWM
1628
Lyons Wealth Management
Florida
$1.16M
CCM
1629
Consolidated Capital Management
California
$1.15M -$4.92K -62 -0.4%
NBG
1630
Nancy B. Gardiner
$1.15M +$129K +1,625 +13%
QSS
1631
Quantitative Systematic Strategies
Florida
$1.15M +$1.11M +14,018 New
ZAM
1632
Zevin Asset Management
Massachusetts
$1.15M -$284K -3,581 -20%
AOWM
1633
Alpha Omega Wealth Management
Virginia
$1.15M -$27.8K -350 -2%
EGA
1634
E&G Advisors
Texas
$1.14M +$239K +3,006 +27%
JCM
1635
Jacobi Capital Management
Pennsylvania
$1.14M +$175K +2,203 +19%
AAM
1636
Azzad Asset Management
Virginia
$1.14M +$61.9K +779 +6%
EWM
1637
Edge Wealth Management
New York
$1.13M -$3.72M -46,890 -77%
ODCM
1638
Old Dominion Capital Management
Virginia
$1.13M -$247K -3,109 -18%
TSS
1639
Two Sigma Securities
New York
$1.13M -$573K -7,218 -34%
BWP
1640
BSW Wealth Partners
Colorado
$1.13M -$45.2K -569 -4%
JFA
1641
Johanson Financial Advisors
California
$1.13M -$28.1K -354 -3%
TC
1642
Trust Company
Kansas
$1.13M -$18.8K -237 -2%
CF
1643
Corrigan Financial
Rhode Island
$1.13M -$82.3K -1,036 -7%
PWMAG
1644
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M +$28K +353 +3%
PAS
1645
Professional Advisory Services
Florida
$1.11M -$70.7K -890 -6%
CCG
1646
Ceeto Capital Group
Florida
$1.11M +$1.07M +13,500 New
MFW
1647
Mosaic Family Wealth
Missouri
$1.11M +$5.72K +72 +0.5%
SIM
1648
Sterling Investment Management
Arizona
$1.1M -$41.4K -521 -4%
SIA
1649
Sit Investment Associates
Minnesota
$1.09M -$32.7K -412 -3%
RHJA
1650
Rice Hall James & Associates
California
$1.09M -$65.1K -820 -6%

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.