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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
HPIA
1851
Hamilton Point Investment Advisors
North Carolina
$609K -$27.8K -350 -5%
SCM
1852
Sterneck Capital Management
Missouri
$609K
FP
1853
FDO Partners
Massachusetts
$607K +$86.5K +1,089 +17%
TH
1854
Timber Hill
Connecticut
$602K -$3.46M -43,597 -86%
TFA
1855
Toth Financial Advisory
Virginia
$600K -$23.3K -294 -4%
CWM
1856
Confluence Wealth Management
Oregon
$600K +$7.46K +94 +1%
BPCE
1857
Bank Pictet & Cie (Europe)
Germany
$598K +$191K +2,400 +49%
NCM
1858
New Capital Management
Texas
$595K -$135K -1,698 -19%
DOA
1859
D'Orazio & Associates
Virginia
$595K -$101K -1,270 -15%
CM
1860
CoreCommodity Management
Connecticut
$595K +$3.97K +50 +0.7%
SS
1861
Simplicity Solutions
Minnesota
$594K -$1.27M -16,030 -69%
AIM
1862
Arcadia Investment Management
Michigan
$593K
FA
1863
Financial Advantage
Maryland
$592K
LFR
1864
Lehman Financial Resources
Pennsylvania
$592K +$3.97K +50 +0.7%
MMA
1865
Miracle Mile Advisors
California
$590K -$57K -718 -9%
PWP
1866
Private Wealth Partners
California
$589K -$135K -1,700 -19%
CA
1867
CapWealth Advisors
Tennessee
$589K +$53.5K +674 +10%
TIA
1868
Tandem Investment Advisors
South Carolina
$585K -$71.5K -901 -11%
SFWA
1869
Summit Financial Wealth Advisors
Louisiana
$583K -$278K -3,504 -33%
RA
1870
RFG Advisory
Alabama
$577K -$35.3K -444 -6%
LCM
1871
Lee Capital Management
New York
$574K
RTS
1872
Round Table Services
New Jersey
$573K +$3.97K +50 +0.7%
BMCM
1873
Bryn Mawr Capital Management
Pennsylvania
$573K +$4.05K +51 +0.7%
CCM
1874
Canal Capital Management
Virginia
$572K +$2.3K +29 +0.4%
HIIFS
1875
Harel Insurance Investments & Financial Services
Israel
$567K -$116K -1,463 -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.