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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
SA
2051
SRH Advisors
Kansas
$224K
PO
2052
Private Ocean
California
$223K
RCWMU
2053
Rothschild & Co Wealth Management (UK)
United Kingdom
$220K -$19.1K -215 -8%
PA
2054
Parkside Advisors
California
$220K
NHFG
2055
New Harbor Financial Group
Massachusetts
$218K -$53.2K -600 -19%
DA
2056
DSC Advisors
Illinois
$217K -$28.9K -326 -12%
CFN
2057
Cordasco Financial Network
Florida
$217K
LBA
2058
Letko, Brosseau & Associates
Quebec, Canada
$217K
VDBMI
2059
Van Den Berg Management I
Texas
$217K
JVBC
2060
J.V. Bruni & Co
Colorado
$215K -$2.54M -28,664 -92%
CIM
2061
Cetera Investment Management
California
$215K -$76.1K -858 -26%
EMB
2062
Elefante Mark B
$215K -$22.9K -258 -9%
KL
2063
KWMG LLC
Kansas
$215K -$10.9K -123 -5%
SIG
2064
Stanford Investment Group
California
$215K +$50.4K +568 +30%
LSC
2065
Lesa Sroufe & Co
Washington
$211K
BPCE
2066
Bank Pictet & Cie (Europe)
Germany
$209K -$887K -10,000 -81%
SIP
2067
Stoneridge Investment Partners
Pennsylvania
$207K -$371K -4,184 -64%
NCM
2068
Neumann Capital Management
California
$204K -$17.7K -200 -8%
DIP
2069
DT Investment Partners
Pennsylvania
$204K +$8.25K +93 +4%
FEG
2070
Financial Enhancement Group
Indiana
$201K
LWM
2071
Lenox Wealth Management
Ohio
$200K -$510K -5,750 -71%
CWM
2072
Cedar Wealth Management
California
$197K
PCP
2073
Proficio Capital Partners
Massachusetts
$197K +$3.73K +42 +2%
MS
2074
Marshall & Sullivan
Washington
$192K
RPAM
2075
Rhenman & Partners Asset Management
Sweden
$183K +$186K +2,102 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.