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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
OIM
1976
Orca Investment Management
Oregon
$329K -$2.66K -30 -0.8%
TAM
1977
Trillium Asset Management
Massachusetts
$329K -$2.22K -25 -0.7%
PC
1978
Palo Capital
California
$329K +$334K +3,770 New
BC
1979
Barnett & Company
Tennessee
$328K +$15.3K +173 +5%
RCP
1980
Rothschild Capital Partners
New York
$326K
IOOF
1981
Independent Order of Foresters
Ontario, Canada
$321K
LP
1982
LGL Partners
Pennsylvania
$319K
WA
1983
WealthTrust-Arizona
Arizona
$315K +$89 +1 +0%
SAM
1984
Shikiar Asset Management
New York
$315K +$26.6K +300 +9%
HCM
1985
Heathbridge Capital Management
Ontario, Canada
$314K
BCM
1986
BlueCrest Capital Management
Jersey
$314K +$319K +3,599 New
EIM
1987
Essex Investment Management
Massachusetts
$313K
NAM
1988
Nichols Asset Management
Massachusetts
$313K
AIM
1989
Allen Investment Management
New York
$310K
DBG
1990
De Burlo Group
Massachusetts
$309K
HIM
1991
Hanlon Investment Management
New Jersey
$309K
HS
1992
Huntington Steele
Pennsylvania
$309K
BFM
1993
Boothbay Fund Management
New York
$308K -$219K -2,467 -41%
PRHC
1994
P.R. Herzig & Co
New York
$307K -$17.7K -200 -5%
OWM
1995
Orgel Wealth Management
Wisconsin
$305K +$11.6K +131 +4%
PAM
1996
Pope Asset Management
Tennessee
$305K +$311K +3,500 New
DRS
1997
Deane Retirement Strategies
Louisiana
$303K
VIM
1998
Veritas Investment Management
United Kingdom
$300K
VOYA Investment Management
1999
VOYA Investment Management
Georgia
$300K -$1.49M -16,778 -0.5%
FPB
2000
First PREMIER Bank
South Dakota
$298K +$122K +1,375 +67%

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.