ExxonMobil
XOM
2,144 hedge funds and large institutions have $200B invested in ExxonMobil in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 866 increasing their positions, 944 reducing their positions, and 49 closing their positions.
69% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 49
16% more funds holding in top 10
Funds holding in top 10: 593 → 688 (+95)
16% more capital invested
Capital invested by funds: $172B → $200B (+$27.5B)
1% more funds holding
Funds holding: 2,130 → 2,144 (+14)
4% less call options, than puts
Call options by funds: $3.79B | Put options by funds: $3.96B
8% less repeat investments, than reductions
Existing positions increased: 866 | Existing positions reduced: 944
1.11% less ownership
Funds ownership: 52.58% → 51.48% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$610M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$529M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$396M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$324M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$286M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$7.41B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$307M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$203M |
| 4 |
Goldman Sachs
New York
|
-$177M |
| 5 |
State Street
Boston,
Massachusetts
|
-$168M |
XOM Hedge Fund Activity: Q2 2016 in Review
2,144 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2016, worth a combined $200B — up 16% from $172B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new XOM positions and 49 closed out — a net gain of 34 holders — while 866 added to existing stakes and 944 trimmed.
The largest buyer was Vanguard Group, adding an estimated $610M. The largest seller was Royal London Asset Management, cutting an estimated $7.41B.
- 2,144 institutional investors held ExxonMobil (XOM) as of Q2 2016, up from 2,130 in Q1 2016.
- Funds reported $200B of ExxonMobil stock for Q2 2016, up 16% quarter-over-quarter.
- 83 funds opened new ExxonMobil positions in Q2 2016 and 49 closed out, a net change of +34 holders.
- The largest ExxonMobil buyer in Q2 2016 was Vanguard Group, an estimated $610M added.
- The largest ExxonMobil seller in Q2 2016 was Royal London Asset Management, an estimated $7.41B sold.
Based on aggregated 13F filings for Q2 2016.