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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
EDRAMF
1651
Edmond de Rothschild Asset Management (France)
France
$1.05M
CS
1652
Credential Securities
$1.04M +$36.7K +414 +4%
WAM
1653
Winslow Asset Management
Ohio
$1.04M -$36.3K -409 -3%
IA
1654
IndexIQ Advisors
New York
$1.04M +$564K +6,358 +114%
NFG
1655
Nations Financial Group
Iowa
$1.04M +$47.4K +534 +5%
B
1656
Bellecapital
Switzerland
$1.03M +$357K +4,025 +48%
CCM
1657
Carlson Capital Management
Minnesota
$1.03M
GXMC
1658
Global X Management Company
New York
$1.03M +$814K +9,174 +344%
KC
1659
Kingfisher Capital
North Carolina
$1.03M +$128K +1,439 +14%
BOS
1660
Bank of Stockton
California
$1.03M
VWM
1661
Vector Wealth Management
Minnesota
$1.02M +$10.2K +115 +1%
SS
1662
Sunbelt Securities
Texas
$1.02M -$6.92K -78 -0.7%
AWP
1663
Ascent Wealth Partners
New York
$1.02M +$17.5K +197 +2%
OSNBOA
1664
Old Second National Bank of Aurora
Illinois
$1.02M -$33.5K -378 -3%
MGAM
1665
McGowan Group Asset Management
Texas
$1.02M
FNBSF
1666
First National Bank Sioux Falls
South Dakota
$1.01M +$146K +1,649 +17%
IAMOG
1667
Investors Asset Management of Georgia
Georgia
$1.01M
CWM
1668
Connecticut Wealth Management
Connecticut
$1.01M +$1.04M +11,726 New
HRC
1669
Hoertkorn Richard Charles
$1.01M -$109K -1,228 -10%
DSAM
1670
Dock Street Asset Management
Florida
$1M +$642K +7,235 +169%
KP
1671
Keel Point
Alabama
$996K +$124K +1,395 +14%
ZCA
1672
Zeke Capital Advisors
Pennsylvania
$991K +$1.01M +11,397 New
TAM
1673
Todd Asset Management
Kentucky
$990K -$13.8K -155 -1%
ZF
1674
Zhang Financial
Michigan
$989K -$10.9K -123 -1%
CCMW
1675
Cypress Capital Management (Wyoming)
Wyoming
$988K +$246K +2,770 +32%

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.