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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
SEIA
1876
Signature Estate & Investment Advisors
California
$567K +$149K +1,874 +37%
BOIA
1877
Bush ODonnell Investment Advisors
Missouri
$563K
EBSAM
1878
Eubel Brady & Suttman Asset Management
Ohio
$562K -$31.9K -402 -6%
BWA
1879
BDO Wealth Advisors
Florida
$560K -$306K -3,859 -36%
ST
1880
Spot Trading
Illinois
$556K -$6.34M -79,890 -92%
KTA
1881
Keeley-Teton Advisors
Illinois
$556K -$6.19K -78 -1%
MWM
1882
Mascoma Wealth Management
New Hampshire
$556K +$7.94K +100 +1%
ICOM
1883
Investment Counselors of Maryland
Maryland
$554K
AWM
1884
Affinity Wealth Management
Delaware
$549K -$16.1K -203 -3%
CPA
1885
Cowen Prime Advisors
New York
$549K
MWP
1886
Moller Wealth Partners
$548K -$103K -1,300 -16%
MSTVIM
1887
Messner & Smith Theme Value Investment Management
California
$547K +$31.8K +400 +6%
SIAS
1888
Shine Investment Advisory Services
Colorado
$546K -$528K -6,646 -50%
SSW
1889
Smith Shellnut Wilson
Mississippi
$544K +$225K +2,833 +75%
GJCM
1890
Grand Jean Capital Management
California
$542K
HC
1891
Hawkins Capital
Texas
$541K
NCM
1892
Northside Capital Management
Oregon
$541K +$46.8K +590 +10%
BRC
1893
Bell Rock Capital
Delaware
$540K -$172K -2,170 -25%
BIA
1894
Biondo Investment Advisors
Pennsylvania
$538K -$32.2K -405 -6%
FCAG
1895
First Capital Advisors Group
New Jersey
$537K +$99.3K +1,251 +24%
AIA
1896
Allegis Investment Advisors
Idaho
$536K -$8.42K -106 -2%
IWA
1897
Inspirion Wealth Advisors
Illinois
$535K
PK
1898
Pflug Koory
Nebraska
$534K
DA
1899
Dillon & Associates
Michigan
$534K +$10.2K +129 +2%
NIMC
1900
NWQ Investment Management Company
California
$530K

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.