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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
ATC
551
Argent Trust Company
Louisiana
$13.2M -$83.9K -976 -0.6%
FIB
552
First Interstate Bank
Montana
$13M -$264K -3,076 -2%
CC
553
Curian Capital
Colorado
$13M -$8.65M -100,666 -39%
Dodge & Cox
554
Dodge & Cox
California
$13M -$385K -4,480 -3%
CCM
555
Chilton Capital Management
Texas
$13M +$1.33M +15,493 +11%
KIA
556
KCM Investment Advisors
California
$13M -$291K -3,387 -2%
TCM
557
Tufton Capital Management
Maryland
$13M -$2.05M -23,865 -13%
CCP
558
Clarkston Capital Partners
Michigan
$13M +$281K +3,264 +2%
NMIMC
559
Northwestern Mutual Investment Management Company
Wisconsin
$12.9M +$162K +1,888 +1%
DCM
560
Donaldson Capital Management
Indiana
$12.9M +$7.58M +88,205 +132%
OWD
561
Osborn Williams & Donohoe
Ohio
$12.9M -$413K -4,804 -3%
CAM
562
Cypress Asset Management
Texas
$12.8M -$608K -7,073 -4%
BSPF
563
British Steel Pension Fund
United Kingdom
$12.8M
KFC
564
Klingenstein Fields & Co
New York
$12.7M -$694K -8,075 -5%
RWA
565
Ropes Wealth Advisors
Massachusetts
$12.6M -$217K -2,525 -2%
SBH
566
Segall Bryant & Hamill
Illinois
$12.5M +$462K +5,373 +4%
BHIA
567
Birch Hill Investment Advisors
Massachusetts
$12.5M -$53.8K -626 -0.4%
CA
568
Cetera Advisors
Colorado
$12.5M +$1.01M +11,719 +8%
FFIC
569
First Fiduciary Investment Counsel
Ohio
$12.4M -$89.6K -1,042 -0.7%
SCCM
570
Schafer Cullen Capital Management
New York
$12.3M +$448K +5,210 +4%
BCM
571
Buckhead Capital Management
Georgia
$12.2M -$37.1K -431 -0.3%
ECM
572
Estabrook Capital Management
New York
$12M +$2.73M +31,805 +28%
SSIA
573
Spero-Smith Investment Advisers
Ohio
$11.9M -$28.4K -330 -0.2%
TSW
574
Thompson Siegel & Walmsley
Virginia
$11.8M -$452K -5,255 -4%
CGT
575
Capital Guardian Trust
California
$11.8M -$126K -1,467 -1%

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.