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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
NGA
1776
Naples Global Advisors
Florida
$756K +$44.4K +559 +6%
MC
1777
Marcus Capital
Illinois
$754K -$397K -5,000 -35%
RPA
1778
Rock Point Advisors
Vermont
$754K -$51.6K -650 -7%
SA
1779
Sicart Associates
New York
$754K
SIM
1780
SSI Investment Management
California
$754K +$79.5K +1,001 +12%
HPWM
1781
Highland Private Wealth Management
Washington
$749K -$5.24K -66 -0.7%
MWNA
1782
Marshall Wace North America
New York
$748K -$445K -5,603 -38%
PCM
1783
Perritt Capital Management
Illinois
$748K
AFIA
1784
America First Investment Advisors
Nebraska
$731K
CGA
1785
Crescent Grove Advisors
Illinois
$730K +$105K +1,320 +17%
LK
1786
Lumbard & Kellner
New Hampshire
$726K
HPCM
1787
High Pointe Capital Management
Illinois
$724K -$25.4K -320 -3%
MFS
1788
McNamara Financial Services
Massachusetts
$721K
IA
1789
Independence Advisors
Pennsylvania
$717K -$37.7K -475 -5%
FCT
1790
Family Capital Trust
Massachusetts
$717K
DSAM
1791
Dock Street Asset Management
Florida
$716K
SFSIG
1792
San Francisco Sentry Investment Group
California
$715K +$350K +4,409 +102%
PMFA
1793
Plante Moran Financial Advisors
Michigan
$714K -$1.67K -21 -0.2%
ECAM
1794
East Coast Asset Management
Massachusetts
$713K -$47.6K -600 -6%
BCM
1795
Brookmont Capital Management
Texas
$707K -$14.8K -186 -2%
BO
1796
BRR OpCo
Ohio
$704K -$10.2K -129 -1%
CA
1797
Cambridge Advisors
Nebraska
$703K +$794 +10 +0.1%
SA
1798
Strategic Advisors
New York
$702K -$19.2K -242 -3%
PCMM
1799
Private Capital Management (Minnesota)
Minnesota
$701K
BFM
1800
Boothbay Fund Management
New York
$698K -$286K -3,604 -30%

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.