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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
WAS
2151
WESPAC Advisors SoCal
California
$190K -$11.9K -150 -6%
CFN
2152
Cordasco Financial Network
Florida
$190K
TWMP
2153
Taylor Wealth Management Partners
Massachusetts
$190K
DSN
2154
D. Scott Neal
Kentucky
$184K -$170K -2,141 -49%
CIM
2155
Contravisory Investment Management
Massachusetts
$181K +$176K +2,212 New
MWM
2156
MinichMacGregor Wealth Management
New York
$177K +$4.68K +59 +3%
ACM
2157
Aviance Capital Management
Florida
$172K -$687K -8,649 -80%
CWM
2158
Cedar Wealth Management
California
$172K
ABA
2159
American Beacon Advisors
Texas
$163K +$103K +1,300 +188%
MUS
2160
Mitsubishi UFJ Securities
Japan
$156K
HCM
2161
HMS Capital Management
Tennessee
$155K -$771K -9,706 -84%
LIM
2162
Lagoda Investment Management
New York
$145K -$35.7K -450 -20%
WAM
2163
Watermark Asset Management
California
$137K +$715 +9 +0.5%
MIC
2164
MU Investments Company
Japan
$131K -$31.8K -400 -20%
LGWM
2165
Litman Gregory Wealth Management
California
$131K +$127K +1,600 New
TRCT
2166
Tower Research Capital (TRC)
New York
$126K -$2.89M -36,416 -96%
HCM
2167
Horrell Capital Management
Arkansas
$120K
SCA
2168
Stuart Chaussee & Associates
California
$112K
HS
2169
Horan Securities
United States
$110K -$14.5K -182 -12%
CFA
2170
Camarda Financial Advisors
Florida
$108K
HWM
2171
Holloway Wealth Management
Florida
$106K
LWA
2172
Lenox Wealth Advisors
New York
$103K +$1.99K +25 +2%
BC
2173
Barnett & Company
Tennessee
$102K -$134K -1,686 -58%
RAM
2174
Riggs Asset Management
Pennsylvania
$87K -$23.8K -300 -22%
JIR
2175
James Investment Research
Ohio
$86K

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.