We are live on ! Find out more
XOM icon

ExxonMobil

2,059 hedge funds and large institutions have $177B invested in ExxonMobil in 2015 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 833 increasing their positions, 935 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 72

31% more call options, than puts

Call options by funds: $2.98B | Put options by funds: $2.28B

0% more funds holding

Funds holding: 2,0522,059 (+7)

0.18% less ownership

Funds ownership: 49.99%49.8% (-0.18%)

9% less capital invested

Capital invested by funds: $195B → $177B (-$17.9B)

11% less funds holding in top 10

Funds holding in top 10: 637570 (-67)

11% less repeat investments, than reductions

Existing positions increased: 833 | Existing positions reduced: 935

Holders
2,059
Holders Change
+7
Holders Change %
+0.34%
% of All Funds
54.85%
Holding in Top 10
570
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-10.52%
% of All Funds
15.18%
New
101
Increased
833
Reduced
935
Closed
72
Calls
$2.98B
Puts
$2.28B
Net Calls
+$698M
Net Calls Change
+$452M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
226
Capital World Investors
California
$68M
Primecap Management
227
Primecap Management
California
$66.8M +$35.5K +400 +0.1%
AIA
228
Avalon Investment & Advisory
Texas
$66.4M +$11.3M +127,735 +20%
UCFA
229
United Capital Financial Advisors
Texas
$66.3M +$9.34M +105,297 +16%
PWLP
230
Prio Wealth Limited Partnership
Massachusetts
$65.7M +$588K +6,628 +0.9%
Jacobs Levy Equity Management
231
Jacobs Levy Equity Management
New Jersey
$65.4M +$403K +4,540 +0.6%
URS
232
Utah Retirement Systems
Utah
$65.3M +$2.26M +25,500 +3%
VFA
233
Virtus Fund Advisers
Connecticut
$64.6M -$64.5M -727,068 -49%
WBC
234
Westpac Banking Corp
Australia
$64.4M +$3.76M +42,421 +7%
QI
235
QS Investors
New York
$64.3M -$5.59M -63,052 -8%
MPI
236
Mairs & Power Inc
Minnesota
$63.3M +$3.22M +36,320 +5%
O
237
OppenheimerFunds
New York
$62.7M +$7.23M +81,550 +12%
NRS
238
Neville Rodie & Shaw
New York
$62.6M -$550K -6,199 -0.8%
GF
239
Gabelli Funds
New York
$62.6M -$505K -5,700 -0.8%
BAPIM
240
British Airways Pensions Investment Management
United Kingdom
$60.7M -$28M -315,630 -31%
SC
241
SRB Corp
Massachusetts
$60.5M +$20.8M +234,240 +49%
AII
242
AGF Investments Inc
Ontario, Canada
$60.4M +$3.58M +40,422 +6%
MA
243
MUFG Americas
New York
$59.6M -$1.19M -13,432 -2%
PRA
244
Parametric Risk Advisors
Connecticut
$59M +$621K +7,000 +1%
WB
245
WesBanco Bank
West Virginia
$58.8M -$1.38M -15,550 -2%
BTW
246
Boston Trust Walden
Massachusetts
$57.8M -$2.12M -23,856 -3%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$57.6M -$15.7M -176,880 -21%
Point72 Asset Management
248
Point72 Asset Management
Connecticut
$57.5M +$34.3M +386,900 +133%
BNP Paribas Asset Management
249
BNP Paribas Asset Management
France
$57.4M +$15M +169,172 +33%
Bessemer Group
250
Bessemer Group
New Jersey
$57.2M -$27.2M -307,230 -31%

XOM Hedge Fund Activity: Q1 2015 in Review

2,059 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2015, worth a combined $177B — down 9.2% from $195B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XOM positions and 72 closed out — a net gain of 29 holders — while 833 added to existing stakes and 935 trimmed.

The largest buyer was Bank of America, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $562M.

  • 2,059 institutional investors held ExxonMobil (XOM) as of Q1 2015, up from 2,052 in Q4 2014.
  • Funds reported $177B of ExxonMobil stock for Q1 2015, down 9.2% quarter-over-quarter.
  • 101 funds opened new ExxonMobil positions in Q1 2015 and 72 closed out, a net change of +29 holders.
  • The largest ExxonMobil buyer in Q1 2015 was Bank of America, an estimated $679M added.
  • The largest ExxonMobil seller in Q1 2015 was Fidelity Investments, an estimated $562M sold.

Based on aggregated 13F filings for Q1 2015.