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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
VFM
351
Viking Fund Management
North Dakota
$30.2M +$3.99M +45,000 +15%
ISL
352
Ingalls & Snyder LLC
New York
$29.9M -$558K -6,295 -2%
IA
353
Icon Advisers
Colorado
$29.8M +$31.1M +350,200 New
WRF
354
Waddell & Reed Financial
Kansas
$29.3M +$4.88M +55,050 +19%
SF
355
Synovus Financial
Georgia
$28.9M +$569K +6,419 +2%
FCBT
356
First Citizens Bank & Trust
North Carolina
$28.7M +$10.6M +119,443 +55%
OC
357
Oppenheimer & Co
New York
$28.7M +$264K +2,975 +0.9%
JIC
358
Johnson Investment Counsel
Ohio
$28.5M -$59K -665 -0.2%
SIM
359
Sentry Investment Management
Wisconsin
$28.5M +$1.21M +13,679 +4%
BSA
360
Braun Stacey Associates
New York
$28.5M +$574K +6,477 +2%
DC
361
Deere & Company
Illinois
$28.3M +$394K +4,444 +1%
OI
362
Oakbrook Investments
Illinois
$28.1M -$8.42M -94,925 -22%
IC
363
Inverness Counsel
New York
$28.1M +$5.98M +67,404 +26%
ANI
364
American National Insurance
Texas
$28M
BHWM
365
Bar Harbor Wealth Management
New Hampshire
$27.9M +$555K +6,263 +2%
DADC
366
D.A. Davidson & Co
Montana
$27.8M -$1.69M -19,019 -5%
Nordea Investment Management
367
Nordea Investment Management
Sweden
$27.7M -$190M -2,140,800 -87%
SRC
368
Shufro Rose & Co
New York
$27.7M -$319K -3,603 -1%
CAM
369
Cacti Asset Management
Georgia
$27.2M +$5.15M +58,120 +22%
FNB
370
First Niagara Bank
New York
$27.2M -$696K -7,848 -2%
NG
371
NatWest Group
United Kingdom
$27.1M -$21.7K -245 -0.1%
AT
372
AMF Tjänstepension
Sweden
$27.1M +$4.69M +52,900 +20%
TCM
373
Twin Capital Management
Pennsylvania
$27M +$5.33M +60,060 +23%
SCI
374
S&CO Inc
Massachusetts
$26.8M -$4.1M -46,211 -13%
ABC
375
Associated Banc-Corp
Wisconsin
$26.8M +$396K +4,464 +1%

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.