We are live on ! Find out more
XOM icon

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
LRIC
1801
Long Road Investment Counsel
Michigan
$698K -$47.6K -600 -7%
QIM
1802
Quest Investment Management
Oregon
$697K
SSI
1803
Scott & Selber Inc
Texas
$696K
NED
1804
Nancy E. Dempze
$692K -$209K -2,630 -24%
MPM
1805
Meritage Portfolio Management
Kansas
$691K
RW
1806
REDW Wealth
New Mexico
$689K -$12.7K -160 -2%
HI
1807
Hendershot Investments
Virginia
$687K +$85.7K +1,079 +15%
VSWA
1808
Vontobel Swiss Wealth Advisors
Switzerland
$687K +$129K +1,624 +24%
MMH
1809
Menora Mivtachim Holdings
Israel
$685K -$11.4M -143,170 -94%
HCM
1810
Hilton Capital Management
New York
$683K -$40.4K -509 -6%
SIC
1811
Shoker Investment Counsel
Ohio
$682K +$149K +1,871 +29%
TFO
1812
Tarbox Family Office
California
$681K +$12.5K +158 +2%
CFP
1813
Cornerstone Financial Partners
North Carolina
$676K -$159K -1,998 -20%
DWM
1814
Dakota Wealth Management
Florida
$676K
VIA
1815
Vident Investment Advisory
Georgia
$675K +$654K +8,233 New
WIM
1816
Westside Investment Management
California
$674K -$715 -9 -0.1%
GVT
1817
Genesee Valley Trust
New York
$673K -$1.59K -20 -0.2%
WA
1818
Wheatland Advisors
Pennsylvania
$672K
CCMW
1819
Cypress Capital Management (Wyoming)
Wyoming
$669K -$7.94K -100 -1%
RWM
1820
Ritholtz Wealth Management
New York
$669K +$155K +1,947 +31%
CCB
1821
Cutter & Co Brokerage
Missouri
$667K -$149K -1,872 -19%
PWS
1822
Paragon Wealth Strategies
Florida
$666K +$99.3K +1,250 +18%
HCM
1823
Hollencrest Capital Management
California
$665K +$81.2K +1,023 +14%
LG
1824
LaFleur & Godfrey
Michigan
$663K
MVA
1825
Mount Vernon Associates
Maryland
$661K

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.