We are live on ! Find out more
XOM icon

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
CI
1726
CAZ Investments
Texas
$890K -$377K -4,750 -30%
FHB
1727
First Hawaiian Bank
Hawaii
$878K +$8.42K +106 +1%
TCM
1728
Tributary Capital Management
Nebraska
$877K
CL
1729
CPWM LLC
Washington
$876K -$540K -6,796 -39%
PCMK
1730
Paragon Capital Management (Kansas)
Kansas
$872K -$7.23K -91 -0.8%
LYV
1731
Live Your Vision
Pennsylvania
$872K +$953 +12 +0.1%
MC
1732
Mathes Company
New York
$869K
FBA
1733
Front Barnett Associates
Illinois
$867K
CBT
1734
Central Bank & Trust
Kentucky
$864K +$476 +6 +0.1%
FSCM
1735
Front Street Capital Management
Montana
$863K -$169K -2,125 -17%
CCM
1736
Carlson Capital Management
Minnesota
$862K -$67.3K -848 -7%
PAA
1737
Peregrine Asset Advisers
Oregon
$861K -$15.9K -200 -2%
PCTC
1738
Perkins Coie Trust Company
Washington
$859K +$55.3K +697 +7%
PHAM
1739
Palisades Hudson Asset Management
Florida
$854K -$74.5K -938 -8%
MGAM
1740
McGowan Group Asset Management
Texas
$853K +$48K +604 +6%
SFG
1741
StrategIQ Financial Group
Indiana
$850K +$10.6K +134 +1%
FNBSF
1742
First National Bank Sioux Falls
South Dakota
$850K +$13K +164 +2%
PIM
1743
Profit Investment Management
Maryland
$847K
LGC
1744
Laurel Grove Capital
California
$839K -$50.3K -634 -6%
BAM
1745
Bruderman Asset Management
New York
$832K -$35K -441 -4%
RBCM
1746
Raub Brock Capital Management
California
$825K -$16.7K -210 -2%
ACM
1747
Ativo Capital Management
Illinois
$825K +$65.6K +826 +9%
AI
1748
ArchPoint Investors
Florida
$820K +$81.4K +1,025 +11%
SCM
1749
SOL Capital Management
Maryland
$815K +$44.7K +563 +6%
SIA
1750
Starfire Investment Advisers
Michigan
$814K

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.