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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
DT
701
Diversified Trust
Tennessee
$8.21M -$337K -3,806 -4%
MYAM
702
Meiji Yasuda Asset Management
Japan
$8.21M -$91.3K -1,030 -1%
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$8.19M -$256K -2,882 -3%
VCM
704
Vigilant Capital Management
Maine
$8.17M +$468K +5,277 +6%
BCB
705
Brian C. Broderick
$8.13M -$89 -1 -0%
AA
706
Apriem Advisors
California
$8.05M +$319K +3,593 +4%
AUB
707
Atlantic Union Bankshares
Virginia
$8.05M +$80.3K +906 +1%
LCS
708
Levin Capital Strategies
New York
$8.03M
RBC
709
Ronald Blue & Co
Georgia
$8.02M -$2.38M -26,809 -22%
ANBT
710
American National Bank & Trust
Texas
$8.02M +$1.51M +16,983 +22%
MSU
711
Maple Securities USA
New Jersey
$8M +$525K +5,924 +7%
SIG
712
Sky Investment Group
Connecticut
$7.99M +$14K +158 +0.2%
LI
713
Lafayette Investments
Maryland
$7.99M -$17.6K -199 -0.2%
WFG
714
Wills Financial Group
Virginia
$7.99M -$192K -2,170 -2%
TGA
715
Trilogy Global Advisors
Florida
$7.97M +$11.8K +133 +0.1%
SIPS
716
Shelter Insurance Profit Sharing
Missouri
$7.96M +$1.84M +20,800 +29%
PI
717
Pettee Investors
Connecticut
$7.94M
WEC
718
Winslow Evans & Crocker
Massachusetts
$7.93M +$67.4K +760 +0.8%
CCM
719
Chickasaw Capital Management
Tennessee
$7.91M +$20.4K +230 +0.2%
SWA
720
SFMG Wealth Advisors
Texas
$7.88M +$5.12M +57,767 +165%
PCM
721
Peg Capital Management
New Hampshire
$7.87M +$747K +8,423 +10%
EARNEST Partners
722
EARNEST Partners
Georgia
$7.86M -$157K -1,766 -2%
FNBTCON
723
First National Bank & Trust Co of Newtown
Pennsylvania
$7.85M -$28.2K -318 -0.3%
CA
724
Callahan Advisors
Texas
$7.83M +$419K +4,728 +5%
WKWM
725
Walter & Keenan Wealth Management
Indiana
$7.83M +$79.4K +895 +1%

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.