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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
William Blair & Company
301
William Blair & Company
Illinois
$42.9M -$1.12M -12,623 -2%
SC
302
Stralem & Co
New York
$42.6M -$5.23M -58,941 -11%
BMO
303
Beck Mack & Oliver
New York
$42.4M -$1.85M -20,880 -4%
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$42.3M +$35.5M +400,537 +414%
NB
305
Norinchukin Bank
Japan
$42.2M +$1.1M +12,403 +3%
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$42.1M -$178K -2,004 -0.4%
First Trust Advisors
307
First Trust Advisors
Illinois
$42M +$11.3M +127,118 +35%
BFS
308
Bradley Foster & Sargent
Connecticut
$41.9M +$509K +5,739 +1%
First Manhattan
309
First Manhattan
New York
$41.8M -$537K -6,061 -1%
NMERB
310
New Mexico Educational Retirement Board
New Mexico
$41.4M -$2.6M -29,300 -6%
WSFS
311
Wilmington Savings Fund Society
Delaware
$41.3M +$1.11M +12,573 +3%
RHBC
312
R.H. Bluestein & Co
Michigan
$40.7M +$11M +123,736 +35%
Loomis, Sayles & Company
313
Loomis, Sayles & Company
Massachusetts
$40.7M -$1.85M -20,822 -4%
RMDI
314
R.M. Davis Inc
Maine
$40.6M -$368K -4,151 -0.9%
AAF
315
Andra AP-fonden
Sweden
$40.1M -$8.87M -100,000 -18%
RCM
316
Riverhead Capital Management
Delaware
$39.9M -$14.8M -166,989 -26%
Robeco Institutional Asset Management
317
Robeco Institutional Asset Management
Netherlands
$39.5M -$24.3M -274,467 -37%
MIH
318
Madison Investment Holdings
Wisconsin
$39.3M -$678K -7,647 -2%
LS
319
Livforsakringsbolaget Skandia
Sweden
$39.1M -$2.28M -25,700 -5%
BC
320
Bartlett & Co
Ohio
$37.5M -$455K -5,135 -1%
BA
321
Boston Advisors
Massachusetts
$37.4M +$539K +6,076 +1%
CCM
322
Covington Capital Management
California
$37.3M +$462K +5,213 +1%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$37.2M +$4.86M +54,825 +14%
CI
324
Conning Inc
Connecticut
$37.2M +$7.09M +79,979 +22%
BPBT
325
Boston Private Bank & Trust
Massachusetts
$37.2M -$1,000K -11,277 -3%

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.