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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
CPA
1876
Cowen Prime Advisors
New York
$490K
CYG
1877
Clean Yield Group
Vermont
$489K -$19.2K -216 -4%
GA
1878
Geller Advisors
New York
$489K +$7.45K +84 +2%
IWC
1879
Integrated Wealth Counsel
California
$486K +$56.3K +635 +13%
SIA
1880
Starfire Investment Advisers
Michigan
$484K
SIA
1881
SeaBridge Investment Advisors
New Jersey
$484K
MCP
1882
Mirador Capital Partners
California
$483K +$177 +2 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
1883
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$480K -$53.2K -600 -10%
CAM
1884
Concorde Asset Management
Michigan
$479K -$38K -428 -7%
CP
1885
Corbenic Partners
Pennsylvania
$479K +$7.63K +86 +2%
SCG
1886
Sonata Capital Group
Washington
$478K
RPGK
1887
Retirement Planning Group (Kansas)
Kansas
$475K
MAA
1888
Mraz Amerine & Associates
California
$473K +$89 +1 +0%
CC
1889
Cognios Capital
Kansas
$470K -$1.42K -16 -0.3%
FP
1890
FDO Partners
Massachusetts
$470K +$477K +5,381 New
CL
1891
CIM LLC
New York
$469K -$16.9K -190 -3%
SIC
1892
Shoker Investment Counsel
Ohio
$464K -$2.75K -31 -0.6%
TCM
1893
Traynor Capital Management
Pennsylvania
$462K -$8.16K -92 -2%
OBWP
1894
O'Brien Wealth Partners
Massachusetts
$462K
SCM
1895
Sterneck Capital Management
Missouri
$460K +$4.44K +50 +1%
MMA
1896
Miracle Mile Advisors
California
$460K +$213K +2,406 +84%
SCA
1897
Stuart Chaussee & Associates
California
$459K +$78.5K +885 +20%
SRCM
1898
Swift Run Capital Management
Virginia
$458K
AW
1899
Alpha Windward
Massachusetts
$458K +$1.24K +14 +0.3%
SGS
1900
Sterling Global Strategies
California
$454K -$7.1K -80 -2%

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.