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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
KF
1926
Krilogy Financial
Missouri
$490K -$29.3K -369 -6%
RFWA
1927
RPg Family Wealth Advisory
Massachusetts
$488K +$17.9K +225 +4%
BAM
1928
Baring Asset Management
United Kingdom
$488K
DPI
1929
Diversified Portfolios Inc
Michigan
$487K +$472K +5,939 New
WA
1930
WESPAC Advisors
California
$486K -$30.8K -388 -6%
AIP
1931
ARS Investment Partners
New York
$484K -$5.56K -70 -1%
LFA
1932
Landmark Financial Advisors
Kentucky
$478K +$476 +6 +0.1%
SMG
1933
Spectrum Management Group
Indiana
$477K +$462K +5,819 New
CAW
1934
Cornerstone Advisors (Washington)
Washington
$476K -$3.89K -49 -0.8%
CYG
1935
Clean Yield Group
Vermont
$474K
CRM
1936
Cramer Rosenthal McGlynn
Connecticut
$471K
MCP
1937
Mirador Capital Partners
California
$471K +$11K +138 +2%
JFGLC
1938
Johnson Financial Group LLC (Colorado)
Colorado
$471K +$21K +264 +5%
SCI
1939
Stableford Capital II
Arizona
$471K +$56.5K +712 +14%
SCP
1940
Sandhill Capital Partners
New York
$470K -$11.8K -149 -3%
PFM
1941
Peak Financial Management
Massachusetts
$469K -$18.7K -235 -4%
IGGA
1942
Iron Gate Global Advisors
Utah
$469K +$455K +5,724 New
SHWM
1943
Smith & Howard Wealth Management
Georgia
$468K +$63.5K +800 +16%
BA
1944
Bristol Advisors
Pennsylvania
$467K -$167K -2,100 -27%
RPAM
1945
Rhenman & Partners Asset Management
Sweden
$467K +$69.3K +873 +18%
LFG
1946
LifePlan Financial Group
Ohio
$465K -$14.2K -179 -3%
AJ
1947
Ashburton (Jersey)
Jersey
$465K
CCM
1948
Copeland Capital Management
Pennsylvania
$462K -$2.85M -35,857 -86%
HCM
1949
Hengehold Capital Management
Ohio
$461K +$48.7K +613 +12%
NA
1950
Nottingham Advisors
New York
$460K +$5.08K +64 +1%

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.