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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
Truist Financial
201
Truist Financial
North Carolina
$68M -$1.78M -22,409 -3%
CIC
202
Crawford Investment Counsel
Georgia
$68M +$1.59M +20,050 +2%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$67.4M +$3.47M +43,742 +6%
Assenagon Asset Management
204
Assenagon Asset Management
Luxembourg
$67M +$64.9M +816,722 New
MPI
205
Mairs & Power Inc
Minnesota
$66.8M -$219K -2,763 -0.3%
PCA
206
Peddock Capital Advisors
Massachusetts
$66M -$50.7K -638 -0.1%
ZIM
207
Zacks Investment Management
Illinois
$65.8M +$828K +10,425 +1%
SAM
208
Silvercrest Asset Management
New York
$65.4M -$72K -907 -0.1%
RCAMU
209
Rothschild & Co Asset Management US
Connecticut
$65.2M -$2.71M -34,090 -4%
CA
210
Commerzbank Aktiengesellschaft
Germany
$65.2M +$19.3M +243,056 +44%
URS
211
Utah Retirement Systems
Utah
$63.8M +$79.4K +1,000 +0.1%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$63.8M -$3.93M -49,529 -6%
EIM
213
ExxonMobil Investment Management
Texas
$63.4M -$3.16M -39,764 -5%
BTS
214
BB&T Securities
Virginia
$62.2M -$1.1M -13,862 -2%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$61.4M -$3.16M -39,790 -5%
SAM
216
Shell Asset Management
Netherlands
$60.9M -$5.23M -65,852 -8%
CBT
217
Capital Bank & Trust
California
$60M -$20.5M -257,698 -26%
Jacobs Levy Equity Management
218
Jacobs Levy Equity Management
New Jersey
$59.4M +$4.05M +50,951 +8%
WB
219
WesBanco Bank
West Virginia
$57.9M +$136K +1,709 +0.2%
MSV
220
MN Services Vermogensbeheer
Netherlands
$57.4M +$1.6M +20,100 +3%
ORIO
221
Old Republic International (ORI)
Illinois
$56.8M
SEI Investments
222
SEI Investments
Pennsylvania
$56.8M +$3.2M +40,355 +6%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$55.8M +$6.86M +86,408 +15%
HCM
224
Hamlin Capital Management
New York
$55.4M +$965K +12,153 +2%
CCM
225
Covington Capital Management
California
$55.3M +$13.5M +170,615 +34%

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.