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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
KCM
276
Kornitzer Capital Management
Kansas
$48.7M +$1.32M +14,841 +3%
SEI Investments
277
SEI Investments
Pennsylvania
$48.6M +$5.77M +65,074 +13%
Asset Management One
278
Asset Management One
Japan
$48.5M -$1.14M -12,860 -2%
SW
279
SVB Wealth
Massachusetts
$48.4M -$494K -5,568 -1%
WT
280
Whittier Trust
California
$48.1M +$552K +6,221 +1%
Connor, Clark & Lunn Investment Management (CC&L)
281
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$47.9M -$2.96M -33,400 -6%
LTFS
282
Ladenburg Thalmann Financial Services
Florida
$47.3M +$13.8M +155,337 +39%
V
283
Veritable
Delaware
$47.3M -$590K -6,653 -1%
CSIC
284
Clifford Swan Investment Counsel
California
$47.2M +$1.16M +13,074 +2%
Harris Associates
285
Harris Associates
Illinois
$47M -$24.2M -273,214 -33%
HI
286
Honeywell International
North Carolina
$46.4M -$15.6M -176,200 -24%
NAMA
287
Nikko Asset Management Americas
New York
$46.3M -$4.54M -51,200 -9%
SAM
288
Sentinel Asset Management
Vermont
$46.1M +$683K +7,700 +1%
CTB
289
Country Trust Bank
Illinois
$46.1M +$691K +7,794 +1%
MSA
290
Mason Street Advisors
Wisconsin
$45.9M -$52.1M -587,695 -52%
WAM
291
World Asset Management
Michigan
$45.8M -$301K -3,395 -0.6%
PSUF
292
People's United Financial
Connecticut
$45.2M +$4.37M +49,257 +10%
Truist Financial
293
Truist Financial
North Carolina
$44.3M -$2.01M -22,694 -4%
WG
294
Winton Group
United Kingdom
$44.1M +$17.4M +196,774 +61%
PCA
295
Peddock Capital Advisors
Massachusetts
$44.1M
ZIM
296
Zacks Investment Management
Illinois
$43.9M +$2.15M +24,225 +5%
TCT
297
TIAA CREF Trust
Missouri
$43.8M +$411K +4,632 +0.9%
MOACM
298
Mutual of America Capital Management
New York
$43.7M +$81.4K +918 +0.2%
PNC
299
Park National Corp
Ohio
$43.2M +$106K +1,195 +0.2%
SCA
300
Salient Capital Advisors
Texas
$43.2M +$1.86M +21,023 +4%

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.