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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
CNBT
451
Canandaigua National Bank & Trust
New York
$18.1M +$741K +8,357 +4%
BST
452
Bath Savings Trust
Maine
$17.9M -$564K -6,360 -3%
MHIC
453
Marble Harbor Investment Counsel
Massachusetts
$17.8M -$705K -7,955 -4%
Toronto Dominion Bank
454
Toronto Dominion Bank
Ontario, Canada
$17.8M -$5.42M -61,080 -23%
MIM
455
Martin Investment Management
Florida
$17.7M +$2.9M +32,649 +19%
LIC
456
Lodestar Investment Counsel
Illinois
$17.6M +$7.85M +88,541 +75%
OAC
457
OMERS Administration Corp
Ontario, Canada
$17.6M -$2.45M -27,600 -12%
WSCM
458
Wellington Shields Capital Management
New York
$17.5M +$452K +5,094 +3%
TCOV
459
Trust Company of Vermont
Vermont
$17.4M +$112K +1,265 +0.6%
FNT
460
First National Trust
Pennsylvania
$17.4M +$664K +7,485 +4%
SLI
461
Sumitomo Life Insurance
Japan
$17.4M -$1.82M -20,486 -9%
FNBT
462
FineMark National Bank & Trust
Florida
$17.1M +$118K +1,335 +0.7%
QAM
463
QCI Asset Management
New York
$17.1M +$676K +7,618 +4%
CI Investments Inc
464
CI Investments Inc
Ontario, Canada
$17M -$44.3K -500 -0.2%
PA
465
Pinnacle Associates
New York
$17M -$585K -6,600 -3%
TIAAOA
466
Teachers Insurance & Annuity Association of America
New York
$16.9M
FWCM
467
Ferguson Wellman Capital Management
Oregon
$16.9M -$1.19M -13,425 -6%
WCM
468
Wedge Capital Management
North Carolina
$16.9M +$1.22M +13,720 +7%
NLGIA
469
Nippon Life Global Investors Americas
New York
$16.9M -$161K -1,810 -0.9%
WDA
470
Wendell David Associates
New Hampshire
$16.9M -$324K -3,657 -2%
ZB
471
Zions Bancorporation
Utah
$16.9M +$17.6M +198,482 New
EFS
472
Essex Financial Services
Connecticut
$16.7M +$108K +1,214 +0.6%
HIC
473
Harvey Investment Company
Kentucky
$16.7M -$348K -3,925 -2%
MBTD
474
Mechanics Bank - Trust Department
California
$16.5M -$214K -2,417 -1%
CTI
475
Community Trust & Investment
Kentucky
$16.5M +$1.12M +12,647 +7%

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.