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ExxonMobil

2,444 hedge funds and large institutions have $189B invested in ExxonMobil in 2017 Q4 according to their latest regulatory filings, with 304 funds opening new positions, 850 increasing their positions, 1,066 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more first-time investments, than exits

New positions opened: 304 | Existing positions closed: 50

11% more funds holding

Funds holding: 2,2112,444 (+233)

1.31% more ownership

Funds ownership: 52.23%53.54% (+1.3%)

1% more funds holding in top 10

Funds holding in top 10: 409414 (+5)

4% more capital invested

Capital invested by funds: $181B → $189B (+$8.1B)

20% less repeat investments, than reductions

Existing positions increased: 850 | Existing positions reduced: 1,066

45% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $3.37B

Holders
2,444
Holders Change
+233
Holders Change %
+10.54%
% of All Funds
55.42%
Holding in Top 10
414
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.22%
% of All Funds
9.39%
New
304
Increased
850
Reduced
1,066
Closed
50
Calls
$1.87B
Puts
$3.37B
Net Calls
-$1.5B
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.6B +$348M +4,210,338 +1%
BlackRock
2
BlackRock
New York
$21.6B +$46M +556,384 +0.2%
State Street
3
State Street
Massachusetts
$17.9B +$380M +4,590,239 +2%
Northern Trust
4
Northern Trust
Illinois
$4.77B -$70.5M -852,145 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.64B +$205M +2,474,965 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.85B -$163M -1,976,066 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.72B +$109M +1,313,432 +3%
Bank of America
8
Bank of America
North Carolina
$3.37B -$455M -5,499,934 -12%
Norges Bank
9
Norges Bank
Norway
$3.29B +$15M +181,495 +0.5%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$3.11B
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$2.92B -$192M -2,324,720 -6%
Capital Research Global Investors
12
Capital Research Global Investors
California
$2.71B +$81.1M +980,573 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.46B +$123M +1,487,071 +5%
Goldman Sachs
14
Goldman Sachs
New York
$2.37B +$214M +2,591,749 +10%
Wells Fargo
15
Wells Fargo
California
$2.33B +$139M +1,685,920 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.1B +$34.3M +414,149 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.91B -$54.5M -658,506 -3%
Charles Schwab
18
Charles Schwab
California
$1.9B +$109M +1,314,210 +6%
Ameriprise
19
Ameriprise
Minnesota
$1.45B -$138M -1,667,707 -9%
Morgan Stanley
20
Morgan Stanley
New York
$1.41B -$193M -2,336,538 -12%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.4B -$113M -1,370,628 -8%
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.38B +$3.97M +48,000 +0.3%
APG Asset Management
23
APG Asset Management
Netherlands
$1.18B +$254M +3,068,500 +22%
TCIM
24
TIAA CREF Investment Management
New York
$1.17B -$52M -628,383 -4%
UBS AM
25
UBS AM
Illinois
$1.16B +$27M +326,666 +2%

XOM Hedge Fund Activity: Q4 2017 in Review

2,444 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2017, worth a combined $189B — up 4.5% from $181B a quarter earlier.

Buyers outnumbered sellers: 304 funds opened new XOM positions and 50 closed out — a net gain of 254 holders — while 850 added to existing stakes and 1,066 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $521M. The largest seller was Bank of America, cutting an estimated $455M.

  • 2,444 institutional investors held ExxonMobil (XOM) as of Q4 2017, up from 2,211 in Q3 2017.
  • Funds reported $189B of ExxonMobil stock for Q4 2017, up 4.5% quarter-over-quarter.
  • 304 funds opened new ExxonMobil positions in Q4 2017 and 50 closed out, a net change of +254 holders.
  • The largest ExxonMobil buyer in Q4 2017 was Renaissance Technologies, an estimated $521M added.
  • The largest ExxonMobil seller in Q4 2017 was Bank of America, an estimated $455M sold.

Based on aggregated 13F filings for Q4 2017.