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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
AIA
1901
Arbor Investment Advisors
North Carolina
$453K
BCI
1902
Brinker Capital Investments
Pennsylvania
$452K +$8.87K +100 +2%
TCM
1903
Tetrem Capital Management
Manitoba, Canada
$451K +$77.5K +873 +20%
CISOA
1904
Capital Investment Services of America
Wisconsin
$449K
MFT
1905
Moisand Fitzgerald Tamayo
Florida
$448K +$226K +2,544 +98%
TCM
1906
Tradewinds Capital Management
Washington
$447K +$136K +1,533 +43%
KL
1907
Kinsight LLC
Alabama
$446K -$55.1K -621 -11%
BC
1908
Bruce & Co
Illinois
$445K
SFS
1909
Summit Financial Strategies
Ohio
$444K -$18.1K -204 -4%
FWSM
1910
First Wilshire Securities Management
California
$443K
GKWIM
1911
Gerber Kawasaki Wealth & Investment Management
California
$442K -$49.9K -563 -10%
PCM
1912
Pointe Capital Management
Michigan
$442K -$8.87K -100 -2%
IT
1913
Independence Trust
Tennessee
$441K -$1.95M -21,935 -81%
RA
1914
RFG Advisory
Alabama
$438K -$16K -180 -3%
PFC
1915
Poplar Forest Capital
California
$438K
PIM
1916
Provident Investment Management
Michigan
$438K
SIG
1917
Schaller Investment Group
North Carolina
$437K
SIG
1918
Schooner Investment Group
Pennsylvania
$435K -$532K -6,000 -55%
HIS
1919
Horizon Investment Services
Indiana
$434K +$13K +146 +3%
RFWA
1920
RPg Family Wealth Advisory
Massachusetts
$429K -$594K -6,697 -58%
SCM
1921
SKBA Capital Management
California
$428K -$23.5M -265,100 -98%
AI
1922
ArchPoint Investors
Florida
$428K
VCP
1923
Vista Capital Partners
Oregon
$426K +$72.2K +814 +20%
KAM
1924
Keeley Asset Management
Illinois
$425K -$13.3K -150 -3%
NP
1925
NorthRock Partners
Minnesota
$419K -$71.6K -807 -14%

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.