We are live on ! Find out more
XOM icon

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
MIM
1701
Miller Investment Management
Pennsylvania
$931K
CSS
1702
Cubist Systematic Strategies
Connecticut
$930K -$738K -8,317 -44%
KF
1703
Krilogy Financial
Missouri
$929K -$18.6K -210 -2%
RPA
1704
Rock Point Advisors
Vermont
$929K -$8.87K -100 -0.9%
AI
1705
Accredited Investors
Minnesota
$927K -$33K -372 -3%
CCB
1706
Cutter & Co Brokerage
Missouri
$925K +$278K +3,135 +42%
HCM
1707
HMS Capital Management
Tennessee
$920K +$935K +10,543 New
LRIC
1708
Long Road Investment Counsel
Michigan
$918K -$62.1K -700 -6%
MIS
1709
Morningstar Investment Services
Illinois
$915K -$79.7K -898 -8%
SAMC
1710
Shinko Asset Management Company
Japan
$911K -$17K -192 -2%
ACI
1711
Alpha Cubed Investments
California
$911K +$26.5K +299 +3%
CG
1712
Corundum Group
Colorado
$905K +$15.6K +176 +2%
AWA
1713
Arete Wealth Advisors
Illinois
$905K +$648K +7,309 +238%
RBCM
1714
Raub Brock Capital Management
California
$896K -$19.3K -218 -2%
SAMNY
1715
Samsung Asset Management (New York)
New York
$892K -$201K -2,270 -18%
MCM
1716
Mork Capital Management
California
$890K
JCM
1717
Jacobi Capital Management
Pennsylvania
$886K +$62.1K +700 +7%
QCMC
1718
Quantum Capital Management (California)
California
$872K -$34.4K -388 -4%
BIA
1719
Biondo Investment Advisors
Pennsylvania
$866K -$88.7K -1,000 -9%
AP
1720
AHL Partners
United Kingdom
$865K +$97.5K +1,099 +12%
BCM
1721
Brookmont Capital Management
Texas
$859K -$26.6K -300 -3%
RAM
1722
Roanoke Asset Management
New Jersey
$857K
HJMC
1723
Hellman Jordan Management Company
Massachusetts
$841K +$896K +10,102 New
FGP
1724
Foyston, Gordon, & Payne
Ontario, Canada
$834K
LWM
1725
LBA Wealth Management
Florida
$829K -$21K -237 -2%

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.