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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
AWM
1751
AllSquare Wealth Management
New York
$814K +$788K +9,924 New
AAS
1752
Annex Advisory Services
Wisconsin
$813K -$85.1K -1,072 -10%
CS
1753
Credential Securities
$812K +$46.6K +587 +6%
MIM
1754
Miller Investment Management
Pennsylvania
$803K
AWP
1755
Ascent Wealth Partners
New York
$801K -$30.5K -384 -4%
FCH
1756
Freestone Capital Holdings
Washington
$793K +$11.7K +147 +2%
AMG
1757
Asset Management Group
Connecticut
$790K -$3.81K -48 -0.5%
GLI
1758
Guardian Life Insurance
New York
$790K +$4.53K +57 +0.6%
NIM
1759
Nexus Investment Management
Ontario, Canada
$790K +$74K +932 +11%
GS
1760
Gagnon Securities
New York
$790K +$85.8K +1,081 +13%
RAM
1761
Roanoke Asset Management
New Jersey
$789K -$7.94K -100 -1%
DLG
1762
Daniel L. Goodwin
$787K
GAM
1763
Garrison Asset Management
Arkansas
$785K -$5.88K -74 -0.8%
NFC
1764
Northeast Financial Consultants
Connecticut
$784K -$371K -4,675 -33%
KWILP
1765
Kiwi Wealth Investments Limited Partnership
New Zealand
$782K -$138K -1,734 -15%
BMM
1766
Berkshire Money Management
Massachusetts
$781K +$2.14K +27 +0.3%
SG
1767
Swarthmore Group
Pennsylvania
$781K +$756K +9,525 New
WFWM
1768
Wechter Feldman Wealth Management
New Jersey
$779K
KIM
1769
Karpus Investment Management
New York
$776K -$95.3K -1,200 -11%
AMG
1770
Advisors Management Group
Wisconsin
$775K -$9.85K -124 -1%
KC
1771
Kepos Capital
New York
$775K +$750K +9,450 New
FIG
1772
FundX Investment Group
California
$774K
CSS
1773
Cubist Systematic Strategies
Connecticut
$771K -$5.34M -67,311 -88%
KP
1774
Keel Point
Alabama
$768K -$130K -1,640 -15%
WMC
1775
Westwood Management Corporation
Illinois
$763K

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.