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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
NIM
1751
Nexus Investment Management
Ontario, Canada
$759K +$26.6K +300 +4%
HCM
1752
Hilton Capital Management
New York
$758K +$163K +1,837 +27%
PAS
1753
Park Avenue Securities
New York
$757K +$150K +1,687 +24%
JWM
1754
Jacobus Wealth Management
Wisconsin
$752K -$45.7K -515 -6%
SIM
1755
SSI Investment Management
California
$752K -$9.67K -109 -1%
FA
1756
Financial Advantage
Maryland
$748K -$70.7K -797 -9%
HCM
1757
Hutner Capital Management
Vermont
$747K +$759K +8,558 New
AWM
1758
AllSquare Wealth Management
New York
$744K -$44.4K -500 -6%
QIM
1759
Quest Investment Management
Oregon
$742K
PCMM
1760
Private Capital Management (Minnesota)
Minnesota
$742K +$124K +1,400 +20%
SCM
1761
Stonehearth Capital Management
Massachusetts
$740K -$43.3K -488 -5%
HHGA
1762
Halbert Hargrove Global Advisors
California
$739K -$108K -1,214 -13%
PFM
1763
Peak Financial Management
Massachusetts
$738K
MPM
1764
Meritage Portfolio Management
Kansas
$735K
PFA
1765
Pure Financial Advisors
California
$733K +$442K +4,979 +145%
NED
1766
Nancy E. Dempze
$732K
TFA
1767
Toth Financial Advisory
Virginia
$729K +$48.6K +548 +7%
MCM
1768
Marathon Capital Management
Maryland
$726K -$28.5K -321 -4%
MVA
1769
Mount Vernon Associates
Maryland
$725K -$62.5K -704 -8%
AAS
1770
Annex Advisory Services
Wisconsin
$722K +$55.3K +623 +8%
BBPWM
1771
Blue Bell Private Wealth Management
Pennsylvania
$711K +$798 +9 +0.1%
LG
1772
LaFleur & Godfrey
Michigan
$705K -$88.7K -1,000 -11%
CM
1773
Cornerstone Management
Georgia
$704K -$83.9K -946 -10%
UBV
1774
United Bank (Virginia)
Virginia
$704K
ADBIC
1775
A.D. Beadell Investment Counsel
Wisconsin
$703K

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.