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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
HI
1651
Horizon Investments
North Carolina
$1.09M +$511K +6,437 +95%
QCMC
1652
Quantum Capital Management (California)
California
$1.09M -$24K -302 -2%
OC
1653
Oarsman Capital
Wisconsin
$1.09M -$4.29K -54 -0.4%
CCM
1654
Compass Capital Management
Minnesota
$1.09M
KC
1655
Kingfisher Capital
North Carolina
$1.09M +$11.1K +140 +1%
AF
1656
Affiance Financial
Minnesota
$1.08M +$1.67K +21 +0.2%
WAP
1657
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$943K +11,875 +878%
MLFP
1658
MPS Loria Financial Planners
Illinois
$1.08M -$49.4K -622 -4%
CCA
1659
Catalyst Capital Advisors
New York
$1.08M
PC
1660
Peavine Capital
Nevada
$1.08M
ACM
1661
Academy Capital Management
Texas
$1.07M
WPA
1662
West Paces Advisors
Georgia
$1.07M -$22.3K -281 -2%
YMRC
1663
Yorktown Management & Research Company
Virginia
$1.07M
RCA
1664
Rowland Carmichael Advisors
Arizona
$1.06M -$8.18K -103 -0.8%
WIA
1665
Westbourne Investment Advisors
Maryland
$1.06M
MSFP
1666
Mark Sheptoff Financial Planning
Connecticut
$1.06M -$54.3K -684 -5%
ACP
1667
Arcus Capital Partners
Georgia
$1.06M +$953 +12 +0.1%
REMPR
1668
Roof Eidam Maycock Peralta (REMP)
California
$1.05M -$1.36M -17,140 -57%
LIM
1669
Loudon Investment Management
New Hampshire
$1.05M -$117K -1,470 -10%
PA
1670
Perennial Advisors
New York
$1.05M -$120K -1,514 -11%
IAMOG
1671
Investors Asset Management of Georgia
Georgia
$1.05M +$20.6K +260 +2%
PFGIA
1672
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$73.7K +928 +8%
VFP
1673
Verus Financial Partners
Virginia
$1.04M +$4.45K +56 +0.4%
GAM
1674
Gould Asset Management
California
$1.04M +$21.2K +267 +2%
SCM
1675
Salem Capital Management
Massachusetts
$1.04M

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.