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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
ACM
1826
Argent Capital Management
Missouri
$591K +$28K +316 +5%
ICOM
1827
Investment Counselors of Maryland
Maryland
$590K
AWA
1828
AmeriServ Wealth Advisors
Pennsylvania
$588K +$598K +6,738 New
SAMC
1829
Spectrum Asset Management (California)
California
$586K -$31K -349 -5%
SFG
1830
SNS Financial Group
Minnesota
$584K +$18.3K +206 +3%
SFA
1831
Stewardship Financial Advisors
Georgia
$580K +$112K +1,268 +24%
First Eagle Investment Management
1832
First Eagle Investment Management
New York
$578K
DLG
1833
Daniel L. Goodwin
$576K
SCP
1834
Sandhill Capital Partners
New York
$576K +$67.3K +759 +13%
WCM
1835
Weatherstone Capital Management
Colorado
$574K +$35.9K +405 +7%
PCTC
1836
Perkins Coie Trust Company
Washington
$573K
PAMG
1837
Patton Albertson Miller Group
Tennessee
$572K -$8.87K -100 -2%
EWM
1838
Empirical Wealth Management
Washington
$572K +$80.6K +909 +16%
SFI
1839
SPC Financial Inc
Maryland
$571K -$513K -5,779 -47%
IFS
1840
Ifrah Financial Services
Arkansas
$570K
EVC
1841
Eidelman Virant Capital
Missouri
$562K +$24.8K +280 +5%
LFA
1842
Landmark Financial Advisors
Kentucky
$561K -$8.52K -96 -1%
ATIA
1843
American Trust Investment Advisors
New Hampshire
$559K -$30.3K -341 -5%
MSTVIM
1844
Messner & Smith Theme Value Investment Management
California
$555K -$68.8K -775 -11%
GJCM
1845
Grand Jean Capital Management
California
$554K
IWA
1846
Inspirion Wealth Advisors
Illinois
$552K -$13.3K -150 -2%
SAM
1847
Shamrock Asset Management
Texas
$550K +$123K +1,391 +28%
PIA
1848
Peachtree Investment Advisors
Georgia
$547K +$17.7K +200 +3%
CWM
1849
Confluence Wealth Management
Oregon
$542K -$2.48K -28 -0.4%
FI
1850
FCM Investments
Texas
$541K

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.