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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
CC
2076
Cambrian Capital
California
$294K -$3.42M -43,098 -92%
PCFFS
2077
Pacific Center for Financial Services
California
$293K -$4.13K -52 -1%
PCP
2078
Proficio Capital Partners
Massachusetts
$292K -$86.9K -1,094 -23%
BCM
2079
Bienville Capital Management
New York
$292K +$22K +277 +8%
RWML
2080
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$292K +$635 +8 +0.2%
CC
2081
Cognios Capital
Kansas
$289K -$112K -1,411 -29%
PWAG
2082
Polaris Wealth Advisory Group
California
$289K +$280K +3,528 New
HA
2083
Harfst & Associates
Wyoming
$288K +$715 +9 +0.3%
PFA
2084
Pinnacle Family Advisors
Missouri
$288K +$1.27K +16 +0.5%
PAM
2085
Pope Asset Management
Tennessee
$286K
AC
2086
Avenir Corporation
Virginia
$282K
RPG
2087
Risk Paradigm Group
Texas
$280K -$105K -1,326 -28%
HIS
2088
Horizon Investment Services
Indiana
$279K -$77.8K -980 -22%
LWA
2089
Lowe Wealth Advisors
Maryland
$279K +$12.8K +161 +5%
YCM
2090
Yorkville Capital Management
New York
$277K +$268K +3,379 New
SLG
2091
Stanley-Laman Group
Pennsylvania
$276K -$45.2K -569 -14%
BW
2092
Biegel & Waller
Maryland
$276K +$19.9K +250 +8%
BCM
2093
Brown Capital Management
Maryland
$275K -$1.67K -21 -0.6%
BIG
2094
Bellwether Investment Group
Tennessee
$275K
CFA
2095
Capstone Financial Advisors
Illinois
$272K -$4.13K -52 -2%
RCG
2096
Ruggie Capital Group
Florida
$272K +$159 +2 +0.1%
PS
2097
Portfolio Solutions
Michigan
$271K
Capstone Investment Advisors
2098
Capstone Investment Advisors
New York
$268K -$2.98M -37,548 -92%
GRP
2099
Global Retirement Partners
California
$266K +$4.68K +59 +2%
CAAS
2100
Capital Asset Advisory Services
Michigan
$266K +$7.94K +100 +3%

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.