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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
TAM
2051
Timucuan Asset Management
Florida
$327K
MWPCG
2052
Measured Wealth Private Client Group
New Hampshire
$326K +$316K +3,980 New
CISOA
2053
Capital Investment Services of America
Wisconsin
$325K -$22.2K -280 -7%
GKWIM
2054
Gerber Kawasaki Wealth & Investment Management
California
$323K -$6.35K -80 -2%
VF
2055
Virtu Financial
New York
$321K +$311K +3,913 New
GA
2056
Geller Advisors
New York
$320K
OAM
2057
Occidental Asset Management
California
$316K
GC
2058
Gilbert & Cook
Iowa
$314K -$235K -2,961 -44%
AAP
2059
Arax Advisory Partners
Colorado
$313K -$131K -1,656 -30%
SQA
2060
Simon Quick Advisors
New Jersey
$313K +$60.8K +766 +25%
SAM
2061
Shikiar Asset Management
New York
$312K
FAM
2062
Flaharty Asset Management
Florida
$310K +$300K +3,778 +94,450%
ACM
2063
AUA Capital Management
Pennsylvania
$309K
JWM
2064
Jacobus Wealth Management
Wisconsin
$307K
CCM
2065
Carderock Capital Management
Maryland
$306K -$8.81K -111 -3%
TIM
2066
Tortoise Investment Management
New York
$306K
KFA
2067
Kays Financial Advisory
Georgia
$305K -$53.1K -669 -15%
RCP
2068
Rothschild Capital Partners
New York
$303K
CWM
2069
Cahaba Wealth Management
Georgia
$301K +$292K +3,674 New
AAM
2070
American Asset Management
Florida
$299K
AC
2071
Allstate Corporation
Illinois
$298K -$5.6M -70,463 -95%
ACM
2072
Americafirst Capital Management
California
$297K +$288K +3,624 New
WA
2073
WealthTrust-Arizona
Arizona
$297K +$238 +3 +0.1%
FA
2074
FMA Advisory
Pennsylvania
$296K -$52.1K -656 -15%
TAM
2075
Trillium Asset Management
Massachusetts
$296K -$28.1K -354 -9%

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.