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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
I2I
2001
Insight 2811 Inc
Illinois
$383K -$23.3K -293 -6%
CCP
2002
Clarkston Capital Partners
Michigan
$383K
DAM
2003
Deltec Asset Management
New York
$382K -$191K -2,400 -34%
JCM
2004
Jag Capital Management
Missouri
$382K -$77.3K -973 -17%
CAM
2005
ClariVest Asset Management
California
$380K -$14.1K -178 -4%
KM
2006
Kalos Management
Georgia
$380K +$369K +4,647 New
SG
2007
StoneX Group
New York
$379K -$3.32M -41,765 -90%
EMB
2008
Elefante Mark B
$378K -$22.6K -285 -6%
AIA
2009
Arbor Investment Advisors
North Carolina
$376K -$6.19K -78 -2%
BA
2010
BKS Advisors
Michigan
$376K +$95.7K +1,205 +36%
CSIA
2011
Charles Schwab Investment Advisory
California
$376K +$365K +4,591 New
JWM
2012
Janiczek Wealth Management
Colorado
$375K
ORI
2013
Oak Ridge Investments
Illinois
$374K +$363K +4,567 New
CD
2014
Carl Domino
Florida
$372K
OIM
2015
Orca Investment Management
Oregon
$371K
VIMU
2016
Veritas Investment Management (UK)
United Kingdom
$370K
FAM
2017
Foresters Asset Management
Ontario, Canada
$369K
MCIA
2018
Mountain Capital Investment Advisors
Colorado
$369K +$186K +2,339 +108%
HS
2019
Huntington Steele
Pennsylvania
$365K -$21K -264 -6%
EF
2020
Empirical Finance
Pennsylvania
$365K
WCMN
2021
Westchester Capital Management (Nebraska)
Nebraska
$364K +$252K +3,175 +250%
RWMH
2022
Riverpoint Wealth Management Holdings
Illinois
$362K +$556 +7 +0.2%
IP
2023
Intellectus Partners
California
$358K -$141K -1,779 -29%
FCMC
2024
Founders Capital Management (Connecticut)
Connecticut
$356K -$1.17M -14,755 -77%
NWM
2025
Northwest Wealth Management
Iowa
$356K -$213K -2,683 -38%

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.