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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
SMG
1801
Spectrum Management Group
Indiana
$645K +$355 +4 +0.1%
TRCT
1802
Tower Research Capital (TRC)
New York
$644K +$654K +7,370 New
SHWM
1803
Smith & Howard Wealth Management
Georgia
$643K -$97.6K -1,100 -13%
Mackenzie Financial
1804
Mackenzie Financial
Ontario, Canada
$642K -$19.5M -220,263 -97%
BBNB
1805
Baker Boyer National Bank
Washington
$635K -$272K -3,070 -30%
KIA
1806
Kopp Investment Advisors
Minnesota
$635K -$119K -1,343 -16%
ECM
1807
Ensemble Capital Management
California
$634K
CCM
1808
Canal Capital Management
Virginia
$633K +$17.4K +196 +3%
HI
1809
Hendershot Investments
Virginia
$628K +$337K +3,800 +112%
TPW
1810
Tiller Private Wealth
Pennsylvania
$626K
BCM
1811
Bluefin Capital Management
New York
$625K -$353K -3,983 -36%
DOA
1812
D'Orazio & Associates
Virginia
$625K -$56K -631 -8%
EBSAM
1813
Eubel Brady & Suttman Asset Management
Ohio
$625K +$2.04K +23 +0.3%
PAS
1814
Partnervest Advisory Services
California
$624K -$24.8K -280 -4%
1GA
1815
1st Global Advisors
Texas
$622K +$39.3K +443 +7%
LFR
1816
Lehman Financial Resources
Pennsylvania
$621K +$26.6K +300 +4%
IWA
1817
Intercontinental Wealth Advisors
Texas
$617K
AIM
1818
Arcadia Investment Management
Michigan
$616K
SFG
1819
StrategIQ Financial Group
Indiana
$607K -$96.6K -1,089 -14%
JRP
1820
Jasper Ridge Partners
California
$604K
RVPG
1821
Relative Value Partners Group
$602K
BOIA
1822
Bush ODonnell Investment Advisors
Missouri
$600K
NFGCM
1823
Norman Fields Gottscho Capital Management
New York
$599K -$9.76K -110 -2%
DWM
1824
Dakota Wealth Management
Florida
$598K +$3.64K +41 +0.6%
Susquehanna International Group
1825
Susquehanna International Group
Pennsylvania
$594K -$122M -1,379,522 -100%

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.