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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
CAM
651
Carret Asset Management
New York
$9.43M +$252K +2,838 +3%
CM
652
Castleark Management
Illinois
$9.38M -$4.47M -50,400 -31%
LCM
653
LVM Capital Management
Michigan
$9.37M +$231K +2,605 +2%
EIA
654
Edgemoor Investment Advisors
Maryland
$9.35M -$334K -3,770 -3%
MLL
655
Moody Lynn & Lieberson
Massachusetts
$9.27M -$342K -3,858 -3%
PCA
656
Personal Capital Advisors
California
$9.26M +$1.97M +22,196 +26%
VCAM
657
Van Cleef Asset Management
Ohio
$9.25M -$232K -2,614 -2%
BIC
658
Bridges Investment Counsel
Nebraska
$9.24M -$42.2K -476 -0.4%
GSBTD
659
Glenview State Bank Trust Department
Illinois
$9.17M -$4.43K -50 -0%
SMI
660
Shelter Mutual Insurance
Missouri
$9.15M
MFS
661
MSI Financial Services
Massachusetts
$9.15M +$1.13M +12,714 +13%
SSB
662
Sandy Spring Bank
Maryland
$9.14M +$416K +4,688 +5%
GMIM
663
General Motors Investment Management
New York
$9.1M -$2.54M -28,651 -21%
UBWV
664
United Bank (West Virginia)
West Virginia
$9.08M -$3.36M -37,866 -26%
BAM
665
Burnham Asset Management
New York
$9.06M -$238K -2,688 -2%
DHFB
666
Dixon Hubard Feinour & Brown
Virginia
$9M -$11.1K -125 -0.1%
FSC
667
Fiduciary Services Corp
Georgia
$9M +$25.3K +285 +0.3%
LRPA
668
L. Roy Papp & Associates
Arizona
$8.99M -$111K -1,248 -1%
FM
669
Foster & Motley
Ohio
$8.98M +$320K +3,608 +4%
SC
670
Schulhoff & Co
Ohio
$8.97M -$48.5K -547 -0.5%
CIC
671
Canal Insurance Company
South Carolina
$8.93M
Daiwa Securities Group
672
Daiwa Securities Group
Japan
$8.92M -$213K -2,400 -2%
SI
673
Stephens Inc
Arkansas
$8.9M +$443K +4,999 +5%
SCM
674
Stonebridge Capital Management
California
$8.9M +$197K +2,225 +2%
MIS
675
Morningstar Investment Services
Illinois
$8.84M +$1.55M +17,534 +20%

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.