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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
CCT
526
Country Club Trust
Missouri
$14M +$4.92M +57,229 +51%
MC
527
Middleton & Co
Massachusetts
$14M -$174K -2,021 -1%
LDB
528
Lee, Danner & Bass
Tennessee
$14M -$26.4K -307 -0.2%
MCTIC
529
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$13.9M +$17.2K +200 +0.1%
PFM
530
Parsec Financial Management
North Carolina
$13.9M +$130K +1,507 +0.9%
WTC
531
WhitTier Trust Company
Nevada
$13.8M -$623K -7,252 -4%
AWCI
532
Alpine Woods Capital Investors
New York
$13.8M +$103K +1,200 +0.7%
EGA
533
Eagle Global Advisors
Texas
$13.7M +$1.22M +14,174 +9%
MCM
534
Murphy Capital Management
New Jersey
$13.7M -$51.6K -600 -0.4%
LIA
535
LS Investment Advisors
Michigan
$13.7M +$499K +5,805 +4%
BAC
536
Boys Arnold & Co
North Carolina
$13.6M -$142K -1,653 -1%
GRQ
537
Gardner Russo & Quinn
Pennsylvania
$13.6M -$72.1K -839 -0.5%
SCM
538
SKBA Capital Management
California
$13.6M +$4.39M +51,100 +46%
AAM
539
AR Asset Management
California
$13.5M -$34.4K -400 -0.2%
TGI
540
Tradewinds Global Investors
California
$13.5M +$13.9M +161,821 New
FPTW
541
Franklin, Parlapiano, Turner & Welch
Texas
$13.5M +$1.27M +14,794 +10%
NPPM
542
North Point Portfolio Managers
Ohio
$13.5M +$154K +1,792 +1%
CIA
543
Choate Investment Advisors
Massachusetts
$13.4M -$453K -5,266 -3%
AAMU
544
AEGON Asset Management (UK)
United Kingdom
$13.4M -$1.02M -11,901 -7%
Daiwa Securities Group
545
Daiwa Securities Group
Japan
$13.4M +$4.86M +56,500 +54%
JMFC
546
J.M. Forbes & Co
Massachusetts
$13.4M -$281K -3,269 -2%
LNB
547
Ledyard National Bank
$13.4M -$76.5K -890 -0.5%
GHA
548
GW Henssler & Associates
Georgia
$13.4M +$1.18M +13,768 +9%
MJRIC
549
Mogy Joel R Investment Counsel
California
$13.3M -$461K -5,367 -3%
BAMF
550
BI Asset Management Fondsmaeglerselskab
Denmark
$13.3M +$3.24M +37,700 +31%

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.