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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
GEA
1676
Glen Eagle Advisors
New Jersey
$1.04M -$420K -5,295 -30%
DK
1677
Darrell & King
Virginia
$1.04M -$60.7K -765 -6%
RGIA
1678
Rainier Group Investment Advisory
Washington
$1.03M -$31.4K -396 -3%
BA
1679
Birinyi Associates
Connecticut
$1.03M -$19.9K -250 -2%
HCIA
1680
Hochman Cole Investment Advisors
Illinois
$1.03M -$47.2K -595 -5%
NIC
1681
Northwest Investment Counselors
Oregon
$1.02M -$282K -3,546 -22%
KWM
1682
Kingsview Wealth Management
Oregon
$1.02M +$10.3K +130 +1%
ACM
1683
Adalta Capital Management
New York
$1.02M
MCMT
1684
Moon Capital Management (Tennessee)
Tennessee
$1.02M -$23.6K -297 -2%
OSNBOA
1685
Old Second National Bank of Aurora
Illinois
$1.01M +$164K +2,066 +20%
ADL
1686
Asset Dedication LLC
California
$1.01M -$22.6K -284 -2%
CG
1687
Clinton Group
New York
$1.01M +$978K +12,321 New
AssetMark Inc
1688
AssetMark Inc
California
$1M -$21.3M -267,762 -96%
PG
1689
Proffitt & Goodson
Tennessee
$1M -$56.7K -714 -6%
EAMA
1690
EFG Asset Management (Americas)
Florida
$1M -$361K -4,551 -27%
ACM
1691
Argyle Capital Management
Pennsylvania
$999K
HC
1692
Hendley & Co
Ohio
$999K
IIM
1693
Ironwood Investment Management
Massachusetts
$994K
CMANY
1694
Capital Management Associates (New York)
New York
$984K +$11.1K +140 +1%
JIP
1695
Jaffetilchin Investment Partners
Florida
$984K +$953K +12,005 New
CWM
1696
Connecticut Wealth Management
Connecticut
$983K +$209K +2,629 +28%
BLAM
1697
Bourne Lent Asset Management
New York
$969K
WAM
1698
Winslow Asset Management
Ohio
$960K -$25.4K -320 -3%
HRC
1699
Hoertkorn Richard Charles
$955K +$47.6K +600 +5%
BWA
1700
Burt Wealth Advisors
Maryland
$953K -$75.8K -954 -8%

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.