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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
FI
2176
FCM Investments
Texas
$66K +$63.5K +800 New
TJHA
2177
Thomas J. Herzfeld Advisors
Florida
$65K -$1.43K -18 -2%
IUHSA
2178
Itau Unibanco Holding S.A.
Brazil
$64K -$229K -2,886 -92%
GWA
2179
Guidant Wealth Advisors
Illinois
$60K -$29K -365 -33%
OAMG
2180
Odey Asset Management Group
United Kingdom
$57K
PVH
2181
Psagot Value Holdings
Israel
$54K
IAS
2182
INR Advisory Services
Pennsylvania
$39K -$2.86K -36 -7%
FFW
2183
Fusion Family Wealth
New York
$36K -$590K -7,431 -94%
CFG
2184
CKW Financial Group
Hawaii
$33K
GI
2185
GS Investments
Minnesota
$30.7K -$35.3K -444 -54%
IF
2186
Ironwood Financial
Arizona
$28K
TFA
2187
Transamerica Financial Advisors
Florida
$25K -$2.22K -28 -9%
SAM
2188
Solaris Asset Management
New York
$25K
PRS
2189
Pinkerton Retirement Specialists
Idaho
$22K
KIG
2190
Kessler Investment Group
Indiana
$22K +$21K +265 New
JAM
2191
JCIC Asset Management
Ontario, Canada
$21K
HWP
2192
Hefty Wealth Partners
Indiana
$20K -$661K -8,326 -97%
FPF
2193
FNY Partners Fund
New York
$18K -$466K -5,871 -96%
BCMIO
2194
Beacon Capital Management Inc (Ohio)
Ohio
$16K
FCA
2195
Florence Capital Advisors
New York
$16K
PCC
2196
Park Circle Company
Maryland
$16K +$15.9K +200 New
FM
2197
Forward Management
California
$15K
ST
2198
Sageworth Trust
Pennsylvania
$13K
AWMS
2199
Advocacy Wealth Management Services
Georgia
$12K -$7.94K -100 -40%
SC
2200
SouthState Corp
Florida
$10.8K -$629K -7,922 -6%

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.