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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
LOCC
2076
Lombard Odier & Cie (Canada)
Quebec, Canada
$175K
NCMG
2077
NCM Capital Management Group
North Carolina
$172K
HCM
2078
Horrell Capital Management
Arkansas
$153K
RS
2079
Robeco Schweiz
Switzerland
$150K
BA
2080
BKS Advisors
Michigan
$142K +$144K +1,628 New
NC
2081
NewSquare Capital
Pennsylvania
$140K +$89 +1 +0.1%
HS
2082
Horan Securities
United States
$137K +$140K +1,573 New
CFA
2083
Camarda Financial Advisors
Florida
$134K -$99.9K -1,126 -42%
MUS
2084
Mitsubishi UFJ Securities
Japan
$134K -$93.2K -1,050 -41%
CIM
2085
Contravisory Investment Management
Massachusetts
$115K -$2.13K -24 -2%
PFG
2086
Piershale Financial Group
Illinois
$114K
WCMN
2087
Westchester Capital Management (Nebraska)
Nebraska
$111K
EPM
2088
Equitec Proprietary Markets
Illinois
$107K +$109K +1,225 New
RBC
2089
Roble Belko & Company
Pennsylvania
$106K -$4.97K -56 -4%
SIC
2090
Salem Investment Counselors
North Carolina
$98K -$507K -5,709 -5%
TJHA
2091
Thomas J. Herzfeld Advisors
Florida
$97K +$532 +6 +0.5%
CF
2092
CenterStar Fund
Illinois
$94K
JAM
2093
JCIC Asset Management
Ontario, Canada
$88K
HSA
2094
Hussman Strategic Advisors
Maryland
$79K
KKAMG
2095
Kernodle & Katon Asset Management Group
Arkansas
$77K +$532 +6 +0.7%
GWA
2096
Guidant Wealth Advisors
Illinois
$75K +$77.2K +870 New
SFM
2097
Systematic Financial Management
New Jersey
$70K
AWMS
2098
Advocacy Wealth Management Services
Georgia
$62K -$16.1K -181 -20%
LIM
2099
Lagoda Investment Management
New York
$62K
OAMG
2100
Odey Asset Management Group
United Kingdom
$61K

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.