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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
SC
2026
Stratford Consulting
Texas
$272K +$50.7K +571 +22%
C
2027
CFO4Life
Texas
$271K -$262K -2,950 -49%
AIM
2028
ARGA Investment Management
Connecticut
$271K +$275K +3,100 New
AA
2029
AlphaMark Advisors
Kentucky
$268K
VCM
2030
Vision Capital Management
Oregon
$267K -$25.7K -290 -9%
BWM
2031
Biltmore Wealth Management
Arizona
$265K -$76.7K -864 -22%
RP
2032
Riverbridge Partners
Minnesota
$263K -$35.4K -399 -12%
HCM
2033
Highlander Capital Management
New Jersey
$257K +$1.51K +17 +0.6%
HCM
2034
Hamlin Capital Management
New York
$250K -$22.2K -250 -8%
RAM
2035
Riggs Asset Management
Pennsylvania
$249K
PIM
2036
Progressive Investment Management
Oregon
$249K +$17.7K +200 +8%
KFA
2037
Kays Financial Advisory
Georgia
$247K +$3.64K +41 +1%
GS
2038
GAM Systematic
United Kingdom
$247K +$78.3K +883 +45%
TFCP
2039
Twin Focus Capital Partners
Massachusetts
$242K +$51K +575 +26%
AR
2040
Advisory Research
Illinois
$238K +$3.73K +42 +2%
LWA
2041
Lenox Wealth Advisors
New York
$237K +$887 +10 +0.4%
WAS
2042
WESPAC Advisors SoCal
California
$237K +$94.3K +1,063 +64%
CA
2043
Corrado Advisors
New Jersey
$234K -$56.5K -637 -19%
APSP
2044
Asset Planning Services (Pennsylvania)
Pennsylvania
$232K -$9.32K -105 -4%
RMC
2045
Regis Management Company
California
$231K +$234K +2,643 New
TWMP
2046
Taylor Wealth Management Partners
Massachusetts
$229K
BC
2047
Banced Corp
Illinois
$228K -$19.8K -223 -8%
BHA
2048
Beech Hill Advisors
New York
$227K -$62.1K -700 -21%
EWM
2049
Elite Wealth Management
Washington
$227K
VV
2050
Valentine Ventures
Oregon
$227K +$355 +4 +0.2%

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.