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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
Calamos Advisors
151
Calamos Advisors
Illinois
$128M -$470K -5,303 -0.4%
SOMRS
152
State of Michigan Retirement System
Michigan
$127M +$594K +6,700 +0.5%
WHG
153
Westwood Holdings Group
Texas
$126M -$819K -9,226 -0.6%
JMPWA
154
JP Morgan Private Wealth Advisors
California
$120M +$2.76M +31,108 +2%
HFS
155
HL Financial Services
Kentucky
$119M -$727K -8,197 -0.6%
UIM
156
USS Investment Management
United Kingdom
$118M -$15.3M -173,000 -11%
ASRS
157
Arizona State Retirement System
Arizona
$116M -$6.65M -75,000 -5%
SCCM
158
Schafer Cullen Capital Management
New York
$113M +$285K +3,208 +0.2%
CI
159
Cincinnati Insurance
Ohio
$113M
AC
160
Alleghany Corporation
New York
$113M +$25.6M +289,000 +29%
TPSF
161
Texas Permanent School Fund
Texas
$111M -$6.06M -68,307 -5%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$110M +$940K +10,600 +0.8%
IGIM
163
I.G. Investment Management
Manitoba, Canada
$109M +$10.5M +117,815 +10%
ProShare Advisors
164
ProShare Advisors
Maryland
$108M -$8.07M -90,988 -7%
Nomura Asset Management
165
Nomura Asset Management
Japan
$107M -$587K -6,611 -0.5%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$103M +$293K +3,297 +0.3%
WB
167
Webster Bank
Connecticut
$103M -$29.8K -336 -0%
DC
168
Davenport & Co
Virginia
$102M -$1.09M -12,338 -1%
CGT
169
Capital Guardian Trust
California
$102M -$5.12M -57,656 -5%
TAM
170
Tocqueville Asset Management
New York
$101M -$2.64M -29,758 -2%
HTC
171
Haverford Trust Company
Pennsylvania
$101M -$163K -1,833 -0.2%
AIA
172
Avalon Investment & Advisory
Texas
$99.5M +$32.2M +363,259 +47%
GC
173
Guggenheim Capital
Illinois
$99.1M +$1.74M +19,661 +2%
Lazard Asset Management
174
Lazard Asset Management
New York
$98.2M -$5.66M -63,808 -5%
SAM
175
Silvercrest Asset Management
New York
$96.7M -$483K -5,447 -0.5%

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.