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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
RVPG
1976
Relative Value Partners Group
$420K +$15.9K +200 +4%
SIA
1977
SeaBridge Investment Advisors
New Jersey
$419K -$12.1K -153 -3%
AC
1978
Addison Capital
Pennsylvania
$419K -$2.54K -32 -0.6%
SGS
1979
Sterling Global Strategies
California
$419K -$2.14K -27 -0.5%
HM
1980
Harvest Management
New York
$419K
IFS
1981
Ifrah Financial Services
Arkansas
$419K +$11.3K +142 +3%
QCM
1982
Quadrant Capital Management
New Jersey
$419K +$64.3K +810 +19%
SIAP
1983
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$418K -$54.2K -683 -12%
BC
1984
Bruce & Co
Illinois
$418K
VFA
1985
Virtus Fund Advisers
Connecticut
$415K
NQWM
1986
Northwest Quadrant Wealth Management
Oregon
$414K +$144K +1,817 +57%
SIG
1987
Schaller Investment Group
North Carolina
$411K
SIC
1988
SFE Investment Counsel
California
$410K -$5.56K -70 -1%
GCM
1989
Grisanti Capital Management
New York
$405K -$20.6K -260 -5%
TDC
1990
Thompson Davis & Co
Virginia
$404K +$311K +3,919 +389%
AGM
1991
Alpine Global Management
New York
$404K +$392K +4,932 New
ICM
1992
IMS Capital Management
Oregon
$403K +$159 +2 +0%
IWA
1993
IBEX Wealth Advisors
New Jersey
$401K -$26.7K -336 -6%
HCM
1994
Heathbridge Capital Management
Ontario, Canada
$398K +$139K +1,750 +56%
CA
1995
Continuum Advisory
Idaho
$397K -$41.1K -517 -10%
AW
1996
Alpha Windward
Massachusetts
$393K -$37K -466 -9%
BWM
1997
BigSur Wealth Management
Florida
$387K
PFC
1998
Poplar Forest Capital
California
$387K
TPW
1999
Tiller Private Wealth
Pennsylvania
$386K -$125K -1,568 -25%
MIM
2000
Midwest Investment Management
Ohio
$384K

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.