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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.7B +$325M +4,089,696 +1%
BlackRock
2
BlackRock
New York
$21.1B +$55M +692,900 +0.3%
State Street
3
State Street
Massachusetts
$17.1B +$8.69M +109,390 +0.1%
Northern Trust
4
Northern Trust
Illinois
$4.75B +$168M +2,109,628 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.35B -$90.3M -1,136,630 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.93B -$16.6M -208,653 -0.4%
Bank of America
7
Bank of America
North Carolina
$3.75B +$301M +3,793,393 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.54B +$73.5M +925,543 +2%
Norges Bank
9
Norges Bank
Norway
$3.21B +$5.44M +68,491 +0.2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.06B +$472M +5,947,607 +19%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$3.04B
Capital Research Global Investors
12
Capital Research Global Investors
California
$2.58B -$10.1M -127,159 -0.4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.29B +$127M +1,595,027 +6%
Wells Fargo
14
Wells Fargo
California
$2.15B +$76.2M +959,366 +4%
Goldman Sachs
15
Goldman Sachs
New York
$2.11B +$151M +1,903,620 +8%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.03B -$184M -2,321,721 -9%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.93B +$28.6M +360,596 +2%
Charles Schwab
18
Charles Schwab
California
$1.75B +$69.8M +878,857 +4%
Morgan Stanley
19
Morgan Stanley
New York
$1.57B +$221M +2,789,391 +17%
Ameriprise
20
Ameriprise
Minnesota
$1.56B +$41.9M +527,894 +3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.48B -$30M -378,164 -2%
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.35B +$37.9M +476,700 +3%
TCIM
23
TIAA CREF Investment Management
New York
$1.2B -$30.7M -386,747 -3%
APG Asset Management
24
APG Asset Management
Netherlands
$1.13B +$202M +2,546,570 +23%
UBS AM
25
UBS AM
Illinois
$1.11B +$41.2M +518,569 +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.