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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
MWM
1951
MinichMacGregor Wealth Management
New York
$371K +$2.04K +23 +0.5%
ACM
1952
Alta Capital Management
Utah
$368K
PDM
1953
Penn Davis McFarland
Texas
$366K
KLI
1954
Kelman-Lazarov Inc
Tennessee
$363K +$8.87K +100 +2%
GHA
1955
Garcia Hamilton & Associates
Texas
$363K -$169K -1,908 -31%
EA
1956
Efficient Advisors
Ohio
$359K +$365K +4,115 New
CPP
1957
Crow Point Partners
Massachusetts
$359K +$369K +4,154 New
TI
1958
Truepoint Inc
Ohio
$358K -$37.8K -426 -9%
AC
1959
Addison Capital
Pennsylvania
$356K -$4.44K -50 -1%
AIA
1960
Allegis Investment Advisors
Idaho
$353K -$176K -1,981 -33%
NCMW
1961
Northern Capital Management (Wisconsin)
Wisconsin
$351K -$3.1K -35 -0.9%
ACM
1962
American Capital Management
New York
$351K
AWMG
1963
Alliance Wealth Management Group
New Jersey
$349K
OAM
1964
Occidental Asset Management
California
$349K +$35K +395 +11%
TAM
1965
Timucuan Asset Management
Florida
$348K
CC
1966
Colrain Capital
Massachusetts
$347K +$39.9K +450 +13%
ICM
1967
IMS Capital Management
Oregon
$346K
ZIG
1968
Zuckerman Investment Group
Illinois
$346K
NYLT
1969
New York Life Trust
New York
$341K -$32.5K -366 -9%
CAL
1970
Capital Advisors Ltd
Ohio
$340K
EDRM
1971
Edmond de Rothschild (Monaco)
Monaco
$337K +$342K +3,860 New
HA
1972
Harfst & Associates
Wyoming
$336K -$1.25M -14,042 -78%
ACM
1973
Avalon Capital Management
California
$332K +$177 +2 +0.1%
WA
1974
WESPAC Advisors
California
$331K -$48.4K -546 -13%
ODCM
1975
Old Dominion Capital Management
Virginia
$330K +$41.5K +468 +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.