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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
NCM
1851
Northside Capital Management
Oregon
$540K
PFO
1852
Pathstone Family Office
New Jersey
$538K -$5.5K -62 -1%
DPA
1853
Delphi Private Advisors
California
$532K -$28.4K -320 -5%
CAW
1854
Cornerstone Advisors (Washington)
Washington
$531K +$621 +7 +0.1%
TNAM
1855
Terra Nova Asset Management
New York
$529K -$60.3K -680 -10%
DA
1856
Dillon & Associates
Michigan
$529K +$532 +6 +0.1%
AFG
1857
Arkansas Financial Group
Arkansas
$528K
MCM
1858
Millie Capital Management
California
$528K +$89 +1 +0%
KFS
1859
Kissinger Financial Services
Maryland
$528K +$537K +6,054 New
PRS
1860
Pinkerton Retirement Specialists
Idaho
$527K +$159K +1,796 +62%
I2I
1861
Insight 2811 Inc
Illinois
$521K -$125K -1,405 -19%
SRP
1862
Saddle Road Partners
Nebraska
$521K
CA
1863
CapWealth Advisors
Tennessee
$518K -$2.31K -26 -0.4%
JAFL
1864
Jay A. Fishman Ltd
Michigan
$518K +$5.86K +66 +1%
GCM
1865
Grisanti Capital Management
New York
$514K -$88.7K -1,000 -14%
NA
1866
Nottingham Advisors
New York
$510K -$4.44K -50 -0.8%
CAM
1867
ClariVest Asset Management
California
$506K -$37K -417 -7%
FIM
1868
Friedberg Investment Management
Texas
$503K
VA
1869
Valmark Advisers
Ohio
$503K +$242K +2,727 +90%
CRM
1870
Cramer Rosenthal McGlynn
Connecticut
$502K
KSA
1871
Ken Stern & Associates
California
$502K +$798 +9 +0.2%
IC
1872
Intersect Capital
California
$495K -$658K -7,413 -57%
HCM
1873
Hengehold Capital Management
Ohio
$495K -$621 -7 -0.1%
AIP
1874
ARS Investment Partners
New York
$493K -$177K -2,000 -26%
Westfield Capital Management
1875
Westfield Capital Management
Massachusetts
$492K -$64.6K -728 -11%

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.