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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
YIA
601
YHB Investment Advisors
Connecticut
$11.1M +$172K +2,005 +2%
PP
602
Patten & Patten
Tennessee
$11M -$38.2K -444 -0.3%
CDH
603
Charles D. Hyman
$11M +$103K +1,200 +0.9%
HA
604
Halsey Associates
Connecticut
$10.9M -$197K -2,296 -2%
ID
605
Integral Derivatives
New York
$10.9M +$5.38M +62,537 +92%
GWI
606
Grace & White Inc
New York
$10.8M +$57.3K +666 +0.5%
ACM
607
Argentus Capital Management
Texas
$10.8M -$615K -7,158 -5%
SWM
608
Segment Wealth Management
Texas
$10.8M +$31.5K +366 +0.3%
PCA
609
Personal Capital Advisors
California
$10.7M +$1.61M +18,747 +17%
CM
610
Castleark Management
Illinois
$10.7M +$1.55M +18,000 +16%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$10.6M -$376K -4,370 -3%
RFA
612
Reilly Financial Advisors
California
$10.6M +$624K +7,253 +6%
AIP
613
Ameritas Investment Partners
Nebraska
$10.6M -$40.5K -471 -0.4%
TH
614
TCTC Holdings
Texas
$10.6M -$34.4K -400 -0.3%
STB
615
S&T Bank
Pennsylvania
$10.5M -$28.8K -335 -0.3%
PIM
616
Penobscot Investment Management
Massachusetts
$10.5M -$10.1K -118 -0.1%
CHJWM
617
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.5M -$72.2K -840 -0.7%
EDRH
618
Edmond de Rothschild Holding
Switzerland
$10.4M +$10.8M +125,478 New
SC
619
SouthState Corp
Florida
$10.4M -$493K -5,730 -4%
LMGAM
620
Liberty Mutual Group Asset Management
Massachusetts
$10.4M -$5.52M -64,152 -34%
STI
621
Susquehanna Trust & Investment
Pennsylvania
$10.4M -$29.5K -343 -0.3%
CIS
622
Connors Investor Services
Pennsylvania
$10.3M -$692K -8,050 -6%
KFS
623
Kurt F. Somerville
$10.3M -$418K -4,867 -4%
CIC
624
Carnegie Investment Counsel
Ohio
$10.3M -$34.3K -399 -0.3%
CIP
625
Chartwell Investment Partners
Pennsylvania
$10.3M +$1.04M +12,050 +11%

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.