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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
AWMG
1826
Alliance Wealth Management Group
New Jersey
$658K +$318K +4,003 +100%
TAM
1827
Troy Asset Management
United Kingdom
$656K +$635K +8,000 New
SRC
1828
Stone Run Capital
New York
$654K
MFWM
1829
Motley Fool Wealth Management
Virginia
$648K -$43.6K -549 -6%
GWCM
1830
Godshalk Welsh Capital Management
Pennsylvania
$647K +$7.94K +100 +1%
SC
1831
Saturna Capital
Washington
$642K
B
1832
Bellecapital
Switzerland
$639K -$476K -6,000 -44%
ACP
1833
Aveo Capital Partners
Colorado
$638K +$8.5K +107 +1%
NFG
1834
Nations Financial Group
Iowa
$637K -$303K -3,813 -33%
DWM
1835
Darwin Wealth Management
Florida
$637K -$39.9K -502 -6%
PWSG
1836
Pacific Wealth Strategies Group
California
$634K +$49.1K +618 +9%
SFP
1837
Shepherd Financial Partners
Massachusetts
$631K -$14.4K -181 -2%
FMT
1838
First Mercantile Trust
Tennessee
$631K
MCM
1839
Marathon Capital Management
Maryland
$628K +$36.1K +455 +6%
ACM
1840
Argent Capital Management
Missouri
$625K
RAM
1841
Redmond Asset Management
Virginia
$624K -$23.8K -300 -4%
SLA
1842
Silver Lake Advisory
Utah
$624K +$2.22K +28 +0.4%
NC
1843
Nicholas Company
Wisconsin
$620K +$601K +7,575 New
MAS
1844
Managed Account Services
Florida
$617K +$79 +1 +0%
SAMC
1845
Spectrum Asset Management (California)
California
$616K +$34.9K +440 +6%
IWA
1846
Intercontinental Wealth Advisors
Texas
$616K +$39.7K +500 +7%
BBNB
1847
Baker Boyer National Bank
Washington
$614K -$21.3K -268 -3%
PA
1848
Probity Advisors
Texas
$613K +$31.1K +392 +6%
DCM
1849
Dynamic Capital Management
Jersey
$612K +$143K +1,803 +32%
SFI
1850
SPC Financial Inc
Maryland
$610K +$85.7K +1,079 +17%

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.