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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
FAF
176
Fjarde Ap-fonden
Sweden
$82.1M +$2.3M +28,919 +3%
Connor, Clark & Lunn Investment Management (CC&L)
177
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$79.6M +$63.9M +804,414 +482%
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.5M -$239K -3,009 -0.3%
GF
179
Gabelli Funds
New York
$78.4M -$635K -8,000 -0.8%
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$77.9M -$1.77M -22,347 -2%
HIMCH
181
Hartford Investment Management Co (HIMCO)
Connecticut
$77.8M -$538K -6,776 -0.7%
CANY
182
Caxton Associates (New York)
New York
$77.7M -$45.5M -573,385 -38%
RFS
183
Rockefeller Financial Services
New York
$76.5M +$9.97M +125,501 +16%
FWIA
184
Fort Washington Investment Advisors
Ohio
$76.4M +$609K +7,673 +0.8%
AII
185
AGF Investments Inc
Ontario, Canada
$76.3M +$5.16M +65,017 +8%
Creative Planning
186
Creative Planning
Kansas
$76.1M +$44.5K +560 +0.1%
Canada Pension Plan Investment Board
187
Canada Pension Plan Investment Board
Ontario, Canada
$75.8M +$57.3M +721,995 +356%
AIA
188
Avalon Investment & Advisory
Texas
$75.2M -$18M -226,446 -20%
PIA
189
Piedmont Investment Advisors
North Carolina
$75.2M +$669K +8,420 +0.9%
FT
190
Fiduciary Trust
Massachusetts
$73.9M -$1.41M -17,763 -2%
HPC
191
HM Payson & Co
Maine
$73.3M +$504K +6,348 +0.7%
WF
192
Welch & Forbes
Massachusetts
$71.7M -$284K -3,571 -0.4%
GW
193
GW & Wade
Massachusetts
$71.7M -$10.2K -129 -0%
LW
194
Linscomb Wealth
Texas
$71.6M -$1.26M -15,819 -2%
CFB
195
Cullen/Frost Bankers
Texas
$71.2M -$837K -10,537 -1%
AIMCA
196
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$70.5M +$159K +2,000 +0.2%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$69.8M +$5.73M +72,127 +9%
SLAM
198
Swiss Life Asset Management
$69.1M +$9.62M +121,103 +17%
LPL Financial
199
LPL Financial
California
$68.8M -$1.16M -14,642 -2%
DA
200
Doliver Advisors
Texas
$68.1M +$7.42M +93,472 +13%

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.