As Exxon Mobil Com (XOM) Share Price Rose, Carroll Financial Associates Has Lowered Stake by $317,094; Gabelli Funds Position in Apple (AAPL) Has Boosted as Shares Rose

February 15, 2018 - By Maria Brooks

Gabelli Funds Llc increased its stake in Apple Inc (AAPL) by 10.91% based on its latest 2017Q3 regulatory filing with the SEC. Gabelli Funds Llc bought 47,500 shares as the company’s stock rose 12.78% with the market. The institutional investor held 482,910 shares of the computer manufacturing company at the end of 2017Q3, valued at $74.43M, up from 435,410 at the end of the previous reported quarter. Gabelli Funds Llc who had been investing in Apple Inc for a number of months, seems to be bullish on the $849.24B market cap company. The stock increased 1.84% or $3.03 during the last trading session, reaching $167.37. About 40.64M shares traded or 22.24% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 15, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

Carroll Financial Associates Inc decreased its stake in Exxon Mobil Corp Com (XOM) by 1.73% based on its latest 2017Q3 regulatory filing with the SEC. Carroll Financial Associates Inc sold 3,867 shares as the company’s stock rose 0.21% with the market. The institutional investor held 219,767 shares of the integrated oil company at the end of 2017Q3, valued at $18.03M, down from 223,634 at the end of the previous reported quarter. Carroll Financial Associates Inc who had been investing in Exxon Mobil Corp Com for a number of months, seems to be less bullish one the $323.97B market cap company. The stock increased 0.21% or $0.16 during the last trading session, reaching $76.46. About 17.19 million shares traded or 33.17% up from the average. Exxon Mobil Corporation (NYSE:XOM) has declined 9.08% since February 15, 2017 and is downtrending. It has underperformed by 25.78% the S&P500.

Investors sentiment is 0.85 in Q3 2017. Its the same as in 2017Q2. It is flat, as 57 investors sold XOM shares while 806 reduced holdings. only 114 funds opened positions while 621 raised stakes. 2.13 billion shares or 0.48% more from 2.12 billion shares in 2017Q2 were reported. Truepoint has invested 0.04% in Exxon Mobil Corporation (NYSE:XOM). Factory Mutual Ins holds 1.65 million shares. Quadrant Cap Mgmt Lc owns 5,109 shares. Veritable LP invested in 0.8% or 463,873 shares. Pennsylvania-based Guyasuta Invest Advsrs Inc has invested 3.28% in Exxon Mobil Corporation (NYSE:XOM). Moreover, Bath Savings Trust Comm has 4.33% invested in Exxon Mobil Corporation (NYSE:XOM). Nichols & Pratt Advisers Llp Ma invested 4.47% of its portfolio in Exxon Mobil Corporation (NYSE:XOM). Morgan Stanley invested in 0.47% or 19.15M shares. Rice Hall James & Lc reported 13,313 shares. Osterweis Capital Mgmt has 0.11% invested in Exxon Mobil Corporation (NYSE:XOM). Vestor Cap Ltd Company stated it has 0.62% of its portfolio in Exxon Mobil Corporation (NYSE:XOM). Vnbtrust National Association accumulated 38,130 shares. Nationwide Fund Advsrs owns 1.70M shares. Swiss Financial Bank holds 16.50M shares or 1.54% of its portfolio. Meridian accumulated 28,931 shares or 1.17% of the stock.

Carroll Financial Associates Inc, which manages about $1.57 billion and $877.90 million US Long portfolio, upped its stake in Duke Energy Corp New Com New (NYSE:DUK) by 17,524 shares to 146,289 shares, valued at $12.33 million in 2017Q3, according to the filing. It also increased its holding in Powershares Ftse Rafi Us 1000 Portfolio (PRF) by 37,076 shares in the quarter, for a total of 1.13 million shares, and has risen its stake in Powershares S&P Emerging Markets Low Volatility Portfolio (EELV).

Among 26 analysts covering Exxon Mobil (NYSE:XOM), 9 have Buy rating, 7 Sell and 10 Hold. Therefore 35% are positive. Exxon Mobil had 88 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by Morgan Stanley with “Underperform” on Wednesday, October 18. The rating was maintained by Credit Suisse with “Neutral” on Monday, February 5. RBC Capital Markets reinitiated Exxon Mobil Corporation (NYSE:XOM) on Thursday, July 6 with “Buy” rating. The rating was maintained by Jefferies on Tuesday, August 29 with “Hold”. The stock of Exxon Mobil Corporation (NYSE:XOM) earned “Equal-Weight” rating by Barclays Capital on Monday, October 12. The company was maintained on Tuesday, October 10 by Barclays Capital. The company was initiated on Wednesday, September 23 by Macquarie Research. The stock of Exxon Mobil Corporation (NYSE:XOM) earned “Hold” rating by Jefferies on Wednesday, December 20. The firm has “Conviction Buy” rating given on Friday, March 18 by Goldman Sachs. The stock has “Hold” rating by Jefferies on Thursday, July 27.

Since September 18, 2017, it had 0 insider buys, and 5 sales for $5.23 million activity. Franklin Robert Stuart also sold $1.81M worth of Exxon Mobil Corporation (NYSE:XOM) on Monday, September 18. Corson Bradley W had sold 19,500 shares worth $1.62 million. $996,628 worth of Exxon Mobil Corporation (NYSE:XOM) was sold by Chapman Neil A. Wascom Dennis G sold $200,293 worth of stock.

Gabelli Funds Llc, which manages about $25.90 billion and $17.46B US Long portfolio, decreased its stake in Mobile Us Cv Pfd 5.500 12/1 by 6,000 shares to 44,000 shares, valued at $4.40 million in 2017Q3, according to the filing. It also reduced its holding in Starbucks Corp Com (NASDAQ:SBUX) by 86,000 shares in the quarter, leaving it with 312,800 shares, and cut its stake in Mercadolibre Inc. 2.250 07/0 (Prn).

Since August 15, 2017, it had 0 buys, and 7 insider sales for $70.47 million activity. The insider KONDO CHRIS sold $1.01 million. $1.70M worth of Apple Inc. (NASDAQ:AAPL) was sold by Srouji Johny on Wednesday, August 16. Shares for $43.15 million were sold by COOK TIMOTHY D. SCHILLER PHILIP W sold $8.79 million worth of stock or 56,808 shares. $9.78 million worth of stock was sold by AHRENDTS ANGELA J on Tuesday, October 3.

Investors sentiment increased to 0.7 in Q3 2017. Its up 0.02, from 0.68 in 2017Q2. It improved, as 52 investors sold AAPL shares while 1034 reduced holdings. 116 funds opened positions while 640 raised stakes. 2.97 billion shares or 2.78% less from 3.06 billion shares in 2017Q2 were reported. Kidder Stephen W accumulated 75,676 shares or 4.3% of the stock. Martin And Tn has invested 2.45% in Apple Inc. (NASDAQ:AAPL). Creative Planning has invested 1.74% in Apple Inc. (NASDAQ:AAPL). Armstrong Shaw Associate Ct has invested 5.11% in Apple Inc. (NASDAQ:AAPL). Private Ocean Ltd Liability Corporation stated it has 2,513 shares. Atria Investments Limited Liability Co holds 0.86% or 102,874 shares. Tradewinds Cap Mngmt Ltd Company invested 1.45% of its portfolio in Apple Inc. (NASDAQ:AAPL). Hm Payson And Com, a Maine-based fund reported 487,094 shares. Gratry & Com Limited Liability invested in 3,632 shares or 0.69% of the stock. Moreover, Wedgewood Invsts Pa has 0.27% invested in Apple Inc. (NASDAQ:AAPL). Chatham owns 37,602 shares or 1.64% of their US portfolio. Bancorp Of The Ozarks invested in 38,542 shares or 2.45% of the stock. Pictet Bank & Trust Tru Ltd owns 54,270 shares for 2.5% of their portfolio. Brown Cap Mgmt Lc holds 0.05% or 28,652 shares. 88,259 were accumulated by Montag A And Associate Incorporated.

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