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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
TCM
2101
TD Capital Management
Tennessee
$264K
GAM
2102
Gemmer Asset Management
California
$263K -$50.8K -640 -17%
IT
2103
Independence Trust
Tennessee
$263K -$50.8K -640 -17%
CWM
2104
Cranbrook Wealth Management
Michigan
$257K
IOOF
2105
Independent Order of Foresters
Ontario, Canada
$255K
DA
2106
DSC Advisors
Illinois
$254K +$47.6K +599 +24%
BWM
2107
Biltmore Wealth Management
Arizona
$249K
HI
2108
HBK Investments
Texas
$249K +$241K +3,036 New
SCM
2109
Sitrin Capital Management
California
$248K
TIM
2110
Total Investment Management
Arizona
$246K
BHB
2111
Bank Hapoalim BM
Israel
$245K -$28.1K -354 -11%
EA
2112
Elm Advisors
California
$244K
WIM
2113
Wittenberg Investment Management
Massachusetts
$243K -$27.8K -350 -11%
GCA
2114
Greenwood Capital Associates
South Carolina
$241K
HCM
2115
Highlander Capital Management
New Jersey
$240K +$38.9K +490 +20%
VA
2116
Valmark Advisers
Ohio
$238K +$20.3K +256 +10%
CCM
2117
Colorado Capital Management
Colorado
$236K +$318 +4 +0.1%
SA
2118
SRH Advisors
Kansas
$235K +$15.9K +200 +8%
WP
2119
Wedgewood Partners
Missouri
$234K +$228K +2,866 New
CA
2120
Corrado Advisors
New Jersey
$231K +$10.2K +129 +5%
UBV
2121
United Bank (Virginia)
Virginia
$231K +$16.5K +208 +8%
KCM
2122
Kempner Capital Management
Texas
$230K +$222K +2,800 New
APSP
2123
Asset Planning Services (Pennsylvania)
Pennsylvania
$229K -$16.8K -212 -7%
LCM
2124
Liberty Capital Management
Michigan
$225K -$55.6K -700 -21%
MFS
2125
Madrona Financial Services
Washington
$222K +$794 +10 +0.4%

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.