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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
KFS
601
Kurt F. Somerville
$11M +$517K +5,833 +5%
SWM
602
Segment Wealth Management
Texas
$11M -$89.4K -1,008 -0.8%
VWM
603
Valley Wealth Managers
New Jersey
$11M +$644K +7,266 +6%
CHJWM
604
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.9M +$342K +3,854 +3%
MBI
605
Montrusco Bolton Investments
Quebec, Canada
$10.9M +$5.34M +60,170 +89%
AIP
606
Ameritas Investment Partners
Nebraska
$10.8M +$1.41M +15,886 +14%
TH
607
TCTC Holdings
Texas
$10.8M -$2.84K -32 -0%
STB
608
S&T Bank
Pennsylvania
$10.8M +$236K +2,656 +2%
CIC
609
Carnegie Investment Counsel
Ohio
$10.8M -$526K -5,930 -5%
PIM
610
Penobscot Investment Management
Massachusetts
$10.7M -$357K -4,025 -3%
STMM
611
South Texas Money Management
Texas
$10.7M -$2.7M -30,416 -19%
Fiera Capital (Canada)
612
Fiera Capital (Canada)
Quebec, Canada
$10.7M +$155K +1,746 +1%
BOH
613
Bank of Hawaii
Hawaii
$10.7M +$100K +1,128 +0.9%
MERSOM
614
Municipal Employees' Retirement System of Michigan
Michigan
$10.6M -$2.08M -23,500 -16%
SM
615
Stratton Management
Pennsylvania
$10.6M -$5.76K -65 -0.1%
STI
616
Susquehanna Trust & Investment
Pennsylvania
$10.6M -$93.2K -1,051 -0.8%
SWP
617
Stratos Wealth Partners
Ohio
$10.6M +$1.08M +12,125 +11%
FBT
618
First Bankers Trust
Kentucky
$10.4M +$32.4K +365 +0.3%
APFBOT
619
Amica Pension Fund Board of Trustees
Rhode Island
$10.4M -$4.68M -52,769 -30%
BAMF
620
BI Asset Management Fondsmaeglerselskab
Denmark
$10.4M +$3.05M +34,400 +39%
WHRC
621
W.H. Reaves & Co
New Jersey
$10.3M -$8.12M -91,558 -43%
SNT
622
Security National Trust
West Virginia
$10.3M +$165K +1,856 +2%
MAM
623
Meeder Asset Management
Ohio
$10.3M +$1.03M +11,600 +11%
IIC
624
Ironwood Investment Counsel
Arizona
$10.3M +$15.6K +176 +0.1%
PWW
625
Pettyjohn Wood & White
Virginia
$10.2M -$91.3K -1,030 -0.8%

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.