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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
WAP
2101
Wealthcare Advisory Partners
Pennsylvania
$60K
RIM
2102
Ranger Investment Management
Texas
$54K
HWM
2103
Heartwood Wealth Management
United Kingdom
$53K
BCFS
2104
Butensky & Cohen Financial Security
Florida
$46K
SAM
2105
Solaris Asset Management
New York
$41K +$6.48K +73 +18%
BCMIO
2106
Beacon Capital Management Inc (Ohio)
Ohio
$35K -$45.2K -510 -56%
JSAM
2107
J. Safra Asset Management
New York
$35K -$25.9K -292 -42%
CFG
2108
CKW Financial Group
Hawaii
$35K
HCM
2109
Herndon Capital Management
Georgia
$34K +$266 +3 +0.8%
IF
2110
Ironwood Financial
Arizona
$30K
HW
2111
Hedeker Wealth
Illinois
$24.9K -$2.01M -22,623 -91%
HWP
2112
Hefty Wealth Partners
Indiana
$21K
RI
2113
Redwood Investments
Massachusetts
$20K -$251K -2,827 -92%
BWP
2114
BSW Wealth Partners
Colorado
$16.4K -$1.29M -14,553 -91%
FM
2115
Forward Management
California
$15K
RWG
2116
Regal Wealth Group
California
$14K
EDRPMB
2117
Edmond de Rothschild Private Merchant Banking
United Kingdom
$10K +$9.85K +111 New
FNB
2118
Farmers National Bank
Kentucky
$7.16K +$465K +5,246 +7%
SBL
2119
Sargent Bickham Lagudis
Colorado
$5.32K -$5.18M -58,399 -97%
UOTTAIMCU
2120
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K -$3.55K -40 -40%
LCS
2121
Levin Capital Strategies
New York
$3.12K
TCA
2122
Tortoise Capital Advisors
Kansas
$3K
IAS
2123
INR Advisory Services
Pennsylvania
$3K +$89 +1 +3%
SCP
2124
Syntal Capital Partners
Texas
$2.78K +$3.73K +42 +0.1%
WDL
2125
Well Done LLC
Michigan
$967 +$25.4K +286 +3%

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.