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ExxonMobil

2,038 hedge funds and large institutions have $172B invested in ExxonMobil in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 796 increasing their positions, 925 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $2.95B | Put options by funds: $2.25B

0% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 77

0.27% less ownership

Funds ownership: 49.8%49.53% (-0.27%)

1% less funds holding

Funds holding: 2,0582,038 (-20)

3% less capital invested

Capital invested by funds: $177B → $172B (-$5.62B)

3% less funds holding in top 10

Funds holding in top 10: 570551 (-19)

14% less repeat investments, than reductions

Existing positions increased: 796 | Existing positions reduced: 925

Holders
2,038
Holders Change
-20
Holders Change %
-0.97%
% of All Funds
54.9%
Holding in Top 10
551
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-3.33%
% of All Funds
14.84%
New
77
Increased
796
Reduced
925
Closed
77
Calls
$2.95B
Puts
$2.25B
Net Calls
+$703M
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
401
USS Investment Management
United Kingdom
$22.6M -$52.2M -606,700 -69%
PI
402
PineBridge Investments
New York
$22.6M -$9.97M -115,998 -30%
Federated Hermes
403
Federated Hermes
Pennsylvania
$22.4M +$1.64M +19,124 +8%
DIA
404
Dana Investment Advisors
Wisconsin
$22.4M +$945K +10,990 +4%
MIM
405
Martin Investment Management
Florida
$22.2M +$4.97M +57,805 +28%
JGUA
406
John G. Ullman & Associates
New York
$22.1M +$52.1K +606 +0.2%
DWM
407
Destination Wealth Management
California
$22M +$7.23M +84,118 +47%
NB
408
NBT Bank
New York
$21.9M -$97.6K -1,135 -0.4%
DIA
409
Denver Investment Advisors
Colorado
$21.7M +$463K +5,385 +2%
LI
410
LMCG Investments
Massachusetts
$21.6M -$854K -9,935 -4%
BC
411
Burney Company
Virginia
$21.5M +$2.43M +28,306 +12%
SAIG
412
Semper Augustus Investments Group
Colorado
$21.4M +$188K +2,186 +0.9%
CWP
413
Capital Wealth Planning
Florida
$21.2M -$2.22M -25,810 -10%
Toronto Dominion Bank
414
Toronto Dominion Bank
Ontario, Canada
$21M +$3.69M +42,891 +20%
AIM
415
Artemis Investment Management
United Kingdom
$20.8M +$21.5M +249,822 New
CPSAC
416
Chas P. Smith & Associates (CPS)
Florida
$20.7M +$732K +8,513 +4%
RG
417
Rathbones Group
United Kingdom
$20.6M +$153K +1,783 +0.7%
FNFDCM
418
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$20.5M -$189K -2,193 -0.9%
HIMC
419
Heritage Investors Management Corp
Maryland
$20.5M +$796K +9,256 +4%
CTA
420
Chesley Taft & Associates
Illinois
$20.4M +$279K +3,250 +1%
CAN
421
Cetera Advisor Networks
California
$20.4M
LC
422
Lourd Capital
California
$20.3M +$374K +4,347 +2%
RJT
423
Raymond James Trust
Florida
$20.3M +$1.3M +15,131 +7%
NIM
424
Northeast Investment Management
Massachusetts
$20.2M -$99K -1,152 -0.5%
GD
425
Grandfield & Dodd
New York
$20M -$185K -2,157 -0.9%

XOM Hedge Fund Activity: Q2 2015 in Review

2,038 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2015, worth a combined $172B — down 3.2% from $177B a quarter earlier.

Fund positioning in XOM was balanced in Q2 2015: 77 funds opened new positions, 77 closed out, 796 added to existing stakes and 925 trimmed.

The largest buyer was Franklin Resources, adding an estimated $563M. The largest seller was State Street, cutting an estimated $725M.

  • 2,038 institutional investors held ExxonMobil (XOM) as of Q2 2015, down from 2,058 in Q1 2015.
  • Funds reported $172B of ExxonMobil stock for Q2 2015, down 3.2% quarter-over-quarter.
  • 77 funds opened new ExxonMobil positions in Q2 2015 and 77 closed out, a net change of 0 holders.
  • The largest ExxonMobil buyer in Q2 2015 was Franklin Resources, an estimated $563M added.
  • The largest ExxonMobil seller in Q2 2015 was State Street, an estimated $725M sold.

Based on aggregated 13F filings for Q2 2015.