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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
EWA
476
EP Wealth Advisors
California
$16.2M +$1.86M +21,658 +12%
EFS
477
Essex Financial Services
Connecticut
$16.2M -$134K -1,554 -0.8%
DA
478
Denali Advisors
California
$16.1M +$5.12M +59,500 +45%
DJSG
479
D.J. St. Germain
Massachusetts
$16.1M -$27K -314 -0.2%
CCFCSB
480
Cape Cod Five Cents Savings Bank
Massachusetts
$16M -$73.3K -853 -0.4%
PP
481
Paloma Partners
Connecticut
$15.9M -$6.56M -76,293 -28%
CAG
482
Crestwood Advisors Group
Massachusetts
$15.9M +$623K +7,251 +4%
FWIA
483
Fort Washington Investment Advisors
Ohio
$15.9M -$2.07M -24,087 -11%
CCM
484
Cadence Capital Management
Massachusetts
$15.8M +$2.47M +28,706 +18%
MBTD
485
Mechanics Bank - Trust Department
California
$15.8M -$412K -4,793 -2%
NLGIA
486
Nippon Life Global Investors Americas
New York
$15.8M -$819K -9,530 -5%
SG Americas Securities
487
SG Americas Securities
New York
$15.7M -$33.2M -385,687 -67%
Two Sigma Investments
488
Two Sigma Investments
New York
$15.7M +$16.2M +188,302 New
DP
489
Dearborn Partners
Illinois
$15.6M -$479K -5,569 -3%
DCM
490
Dupont Capital Management
Delaware
$15.6M -$8.62M -100,232 -35%
PA
491
Pinnacle Associates
New York
$15.6M -$1.11M -12,855 -6%
FWCM
492
Ferguson Wellman Capital Management
Oregon
$15.5M -$1.06M -12,364 -6%
CC
493
Capital Counsel
New York
$15.5M +$53.6K +624 +0.3%
PAG
494
Private Advisor Group
New Jersey
$15.4M +$240K +2,794 +2%
Point72 Asset Management
495
Point72 Asset Management
Connecticut
$15.4M -$42.3M -491,900 -73%
Kayne Anderson Rudnick Investment Management
496
Kayne Anderson Rudnick Investment Management
California
$15.4M -$530K -6,169 -3%
RJFSA
497
Raymond James Financial Services Advisors
Florida
$15.4M -$7.36M -85,638 -32%
CFA
498
Carroll Financial Associates
North Carolina
$15.3M +$8.64M +100,447 +120%
JIR
499
James Investment Research
Ohio
$15.2M -$284K -3,306 -2%
MAM
500
Meeder Asset Management
Ohio
$15.2M +$5.23M +60,865 +50%

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.