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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
JMFC
526
J.M. Forbes & Co
Massachusetts
$14M -$161K -1,810 -1%
AWCI
527
Alpine Woods Capital Investors
New York
$14M +$3.36M +37,900 +30%
GRQ
528
Gardner Russo & Quinn
Pennsylvania
$14M +$203K +2,291 +1%
AAM
529
AR Asset Management
California
$13.9M +$79.8K +900 +0.6%
LNB
530
Ledyard National Bank
$13.8M -$65.5K -739 -0.5%
CAM
531
Cypress Asset Management
Texas
$13.7M -$1.39M -15,718 -9%
CCM
532
Cadence Capital Management
Massachusetts
$13.7M +$374K +4,214 +3%
Dodge & Cox
533
Dodge & Cox
California
$13.7M -$483K -5,452 -3%
KFC
534
Klingenstein Fields & Co
New York
$13.6M -$127K -1,432 -0.9%
NPPM
535
North Point Portfolio Managers
Ohio
$13.6M +$103K +1,157 +0.7%
FIB
536
First Interstate Bank
Montana
$13.6M -$277K -3,124 -2%
KIA
537
KCM Investment Advisors
California
$13.6M +$864K +9,739 +6%
BOK
538
Bank of Kentucky
Kentucky
$13.5M +$29.1K +328 +0.2%
ATC
539
Argent Trust Company
Louisiana
$13.5M -$13.5K -152 -0.1%
IWMPD
540
Integrated Wealth Management (Palm Desert)
California
$13.5M +$14.1M +158,964 New
LIA
541
LS Investment Advisors
Michigan
$13.5M +$2.45M +27,603 +21%
VFAM
542
Valley Forge Asset Management
Pennsylvania
$13.2M -$489K -5,510 -3%
BSPF
543
British Steel Pension Fund
United Kingdom
$13.1M -$1.95M -22,000 -12%
CT
544
Chicago Trust
Illinois
$13M +$13.6M +153,477 New
RWA
545
Ropes Wealth Advisors
Massachusetts
$13M +$13.6M +153,441 New
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$13M +$13.6M +153,264 New
CCP
547
Clarkston Capital Partners
Michigan
$13M +$5.85M +65,988 +76%
Natixis Advisors
548
Natixis Advisors
Massachusetts
$12.9M -$1.26M -14,171 -9%
BHIA
549
Birch Hill Investment Advisors
Massachusetts
$12.8M -$138K -1,559 -1%
EGA
550
Eagle Global Advisors
Texas
$12.8M -$7.27K -82 -0.1%

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.