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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.16B
American Century Companies
27
American Century Companies
Missouri
$1.05B -$58.3M -657,331 -5%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$1.02B +$83.9M +945,719 +9%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.02B -$10.5M -117,869 -1%
Morgan Stanley
30
Morgan Stanley
New York
$1.01B +$13.4M +151,133 +1%
Deutsche Bank
31
Deutsche Bank
Germany
$988M +$106M +1,196,060 +11%
AllianceBernstein
32
AllianceBernstein
Tennessee
$976M -$13.8M -155,843 -1%
BlackRock
33
BlackRock
New York
$949M -$66.2M -747,041 -6%
Prudential Financial
34
Prudential Financial
New Jersey
$908M -$928K -10,460 -0.1%
BIM
35
BlackRock Investment Management
Delaware
$876M -$18.5M -209,113 -2%
APG Asset Management
36
APG Asset Management
Netherlands
$839M -$93.8M -1,057,825 -10%
Ameriprise
37
Ameriprise
Minnesota
$835M +$22.9M +257,862 +3%
EVM
38
Eaton Vance Management
Massachusetts
$816M +$153M +1,727,118 +22%
Franklin Resources
39
Franklin Resources
California
$788M -$280M -3,155,501 -25%
LSV Asset Management
40
LSV Asset Management
Illinois
$778M -$53.5M -602,794 -6%
ClearBridge Investments
41
ClearBridge Investments
New York
$771M -$55.5M -625,780 -6%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$748M +$14.3M +161,436 +2%
Invesco
43
Invesco
Georgia
$744M +$2.97M +33,545 +0.4%
BA
44
BlackRock Advisors
Delaware
$736M -$52.9M -596,590 -6%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$697M -$15.8M -178,529 -2%
US Bancorp
46
US Bancorp
Minnesota
$695M -$14.3M -161,797 -2%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$690M -$11.6M -131,172 -2%
UBS Group
48
UBS Group
Switzerland
$687M -$20.7M -233,514 -3%
Principal Financial Group
49
Principal Financial Group
Iowa
$672M -$4.17M -47,036 -0.6%
MAA
50
Managed Account Advisors
New Jersey
$651M +$180M +2,030,466 +36%

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.