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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.6B +$687M +7,741,079 +3%
State Street
2
State Street
Massachusetts
$16.7B +$606M +6,835,175 +4%
BIT
3
BlackRock Institutional Trust
California
$9.67B +$67.4M +759,315 +0.7%
BFA
4
BlackRock Fund Advisors
California
$5.62B +$192M +2,161,601 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$5.05B -$157M -1,766,818 -3%
Northern Trust
6
Northern Trust
Illinois
$4.75B +$57.6M +649,145 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.46B +$264M +2,976,158 +6%
Bank of America
8
Bank of America
North Carolina
$3.73B -$674M -7,599,963 -15%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$3.48B +$225M +2,530,920 +7%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$3.24B
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.16B +$135M +1,523,763 +4%
BG
12
BlackRock Group
United Kingdom
$3.01B -$30M -337,694 -1%
Norges Bank
13
Norges Bank
Norway
$3B -$1.99M -22,463 -0.1%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.75B -$73.9M -833,026 -3%
Capital Research Global Investors
15
Capital Research Global Investors
California
$2.43B +$970M +10,934,457 +64%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$2.29B -$19.1M -215,037 -0.8%
Wells Fargo
17
Wells Fargo
California
$2B +$88.4M +996,233 +5%
Ameriprise
18
Ameriprise
Minnesota
$1.94B +$47.6M +536,125 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.92B +$47.5M +534,963 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.74B -$75.7M -853,196 -4%
Capital World Investors
21
Capital World Investors
California
$1.59B +$266M +3,000,002 +20%
Charles Schwab
22
Charles Schwab
California
$1.53B +$55.2M +621,740 +4%
Morgan Stanley
23
Morgan Stanley
New York
$1.49B +$139M +1,566,106 +10%
Goldman Sachs
24
Goldman Sachs
New York
$1.46B +$97.6M +1,100,569 +7%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.33B -$166M -1,866,895 -11%

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.