We are live on ! Find out more
XOM icon

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
AC
2001
Avenir Corporation
Virginia
$297K
IF
2002
IRON Financial
Illinois
$297K +$4.35K +49 +1%
BCM
2003
Brown Capital Management
Maryland
$296K -$3.1K -35 -1%
CAAS
2004
Capital Asset Advisory Services
Michigan
$296K
TCM
2005
TD Capital Management
Tennessee
$296K
JSA
2006
Jacobson & Schmitt Advisors
Wisconsin
$295K +$300K +3,379 New
LCM
2007
Liberty Capital Management
Michigan
$294K -$183K -2,062 -38%
TIM
2008
Tortoise Investment Management
New York
$294K -$24.4K -275 -8%
WHI
2009
William Harris Investors
Illinois
$293K
AOWM
2010
Alpha Omega Wealth Management
Virginia
$291K
MF
2011
Magnetar Financial
Illinois
$291K +$296K +3,337 New
LWA
2012
Lowe Wealth Advisors
Maryland
$289K
Diamond Hill Capital Management
2013
Diamond Hill Capital Management
Ohio
$289K +$73.3K +826 +33%
CFA
2014
Capstone Financial Advisors
Illinois
$288K -$265K -2,985 -48%
RCG
2015
Ruggie Capital Group
Florida
$288K +$1.42K +16 +0.5%
CCA
2016
Clearwater Capital Advisors
Illinois
$288K +$85.6K +965 +41%
SCM
2017
Sitrin Capital Management
California
$285K
AMAL
2018
Asset Management Advisors LLC
Oklahoma
$283K +$621 +7 +0.2%
PCM
2019
Palouse Capital Management
Washington
$280K
AA
2020
ALPS Advisors
Colorado
$280K +$285K +3,208 New
EA
2021
Elm Advisors
California
$278K
CWM
2022
Cranbrook Wealth Management
Michigan
$276K
SCM
2023
Silver Capital Management
New York
$276K
PA
2024
Planning Alternatives
Michigan
$275K
MFWM
2025
Motley Fool Wealth Management
Virginia
$275K +$280K +3,155 New

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.