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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
AFG
1951
Arkansas Financial Group
Arkansas
$459K
RI
1952
Ridgewood Investments
New Jersey
$457K -$13.3K -168 -3%
DPA
1953
Delphi Private Advisors
California
$455K
PFA
1954
Pure Financial Advisors
California
$452K -$141K -1,773 -24%
IC
1955
Intersect Capital
California
$452K -$3.65K -46 -0.8%
TI
1956
Trexquant Investment
Connecticut
$450K -$517K -6,513 -54%
RPGK
1957
Retirement Planning Group (Kansas)
Kansas
$449K
TI
1958
Truepoint Inc
Ohio
$447K -$21.5K -271 -5%
PIA
1959
Peachtree Investment Advisors
Georgia
$444K -$11.9K -150 -3%
VCM
1960
Vision Capital Management
Oregon
$442K
JAFL
1961
Jay A. Fishman Ltd
Michigan
$441K -$7.94K -100 -2%
CL
1962
CIM LLC
New York
$439K
LMAM
1963
Legg Mason Asset Management
Japan
$435K -$15.9K -200 -4%
LAM
1964
Lingohr Asset Management
Germany
$434K
SCG
1965
Sonata Capital Group
Washington
$432K
ECM
1966
Ensemble Capital Management
California
$431K -$24.2K -305 -5%
SRCM
1967
Swift Run Capital Management
Virginia
$431K
Tudor Investment Corp
1968
Tudor Investment Corp
Connecticut
$431K +$418K +5,259 New
BRF
1969
B. Riley Financial
California
$429K +$416K +5,242 New
SHJ
1970
Sharkey, Howes & Javer
Colorado
$427K -$34.1K -430 -8%
OBWP
1971
O'Brien Wealth Partners
Massachusetts
$427K
MFT
1972
Moisand Fitzgerald Tamayo
Florida
$427K +$18.3K +231 +5%
PCM
1973
Pointe Capital Management
Michigan
$427K +$28.7K +362 +7%
HCM
1974
Hutner Capital Management
Vermont
$426K -$45.3K -570 -10%
WCM
1975
Weatherstone Capital Management
Colorado
$425K -$380K -4,785 -48%

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.