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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
AMG
1726
Advisors Management Group
Wisconsin
$827K
CFP
1727
Cornerstone Financial Partners
North Carolina
$823K
PV
1728
Private Vista
Illinois
$822K +$271K +3,050 +46%
NCIM
1729
New Century Investment Management
Michigan
$821K -$3.37K -38 -0.4%
IA
1730
Independence Advisors
Pennsylvania
$821K +$834K +9,401 New
WMC
1731
Westwood Management Corporation
Illinois
$813K
WA
1732
Wheatland Advisors
Pennsylvania
$813K
PCM
1733
Perritt Capital Management
Illinois
$812K -$7.99K -90 -1%
SDJVC
1734
St. Denis J. Villere & Co
Louisiana
$808K -$60.8K -685 -7%
FMT
1735
First Mercantile Trust
Tennessee
$805K -$79.8K -900 -9%
GWCM
1736
Godshalk Welsh Capital Management
Pennsylvania
$805K -$34.7K -391 -4%
NBG
1737
Nancy B. Gardiner
$800K +$295K +3,323 +57%
BMM
1738
Berkshire Money Management
Massachusetts
$792K +$532 +6 +0.1%
EAMA
1739
EFG Asset Management (Americas)
Florida
$792K +$784K +8,835 New
SLA
1740
Silver Lake Advisory
Utah
$785K +$2.13K +24 +0.3%
CRC
1741
Curi RMB Capital
Illinois
$785K +$258K +2,913 +48%
NGA
1742
Naples Global Advisors
Florida
$783K +$266 +3 +0%
ECAM
1743
East Coast Asset Management
Massachusetts
$779K -$11.3K -127 -1%
AFIA
1744
America First Investment Advisors
Nebraska
$778K
GS
1745
Gagnon Securities
New York
$777K +$47.3K +533 +6%
LK
1746
Lumbard & Kellner
New Hampshire
$773K
CEI
1747
Clark Estates Inc
New York
$764K -$577K -6,500 -43%
WA
1748
Waverly Advisors
Alabama
$764K +$444 +5 +0.1%
WCM
1749
Wealthcare Capital Management
Virginia
$763K -$16.5K -186 -2%
WCBA
1750
Weaver C. Barksdale & Associates
Tennessee
$760K +$77.7K +876 +11%

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.