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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
CA
701
Callahan Advisors
Texas
$8.08M +$422K +4,905 +5%
AA
702
Apriem Advisors
California
$8.04M +$160K +1,863 +2%
LA
703
Lynch & Associates
Indiana
$7.98M +$598K +6,954 +8%
GA
704
Geneva Advisors
Illinois
$7.95M -$301K -3,501 -4%
HIM
705
Hermes Investment Management
United Kingdom
$7.94M -$258K -3,000 -3%
CC
706
Courier Capital
New York
$7.89M -$189K -2,203 -2%
SIG
707
Sky Investment Group
Connecticut
$7.87M +$46.4K +540 +0.6%
MRCM
708
M&R Capital Management
New Jersey
$7.87M -$251K -2,924 -3%
LI
709
Lafayette Investments
Maryland
$7.84M +$25.1K +292 +0.3%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$7.83M -$192K -2,236 -2%
AUB
711
Atlantic Union Bankshares
Virginia
$7.82M -$67.6K -786 -0.8%
CCM
712
Chickasaw Capital Management
Tennessee
$7.79M +$47.3K +550 +0.6%
SIPS
713
Shelter Insurance Profit Sharing
Missouri
$7.79M
LCS
714
Levin Capital Strategies
New York
$7.77M -$86K -1,000 -1%
CIC
715
Chilton Investment Company
Connecticut
$7.77M +$3.16M +36,810 +65%
PI
716
Pettee Investors
Connecticut
$7.76M -$8.6K -100 -0.1%
BCB
717
Brian C. Broderick
$7.75M -$211K -2,450 -3%
CIM
718
Contravisory Investment Management
Massachusetts
$7.74M -$582K -6,775 -7%
FHA
719
First Horizon Advisors
Tennessee
$7.71M -$3.8M -44,236 -32%
HP
720
Hikari Power
Japan
$7.66M -$7.81M -90,850 -50%
FNBTCON
721
First National Bank & Trust Co of Newtown
Pennsylvania
$7.64M -$51.2K -595 -0.6%
WEC
722
Winslow Evans & Crocker
Massachusetts
$7.63M -$130K -1,516 -2%
CCM
723
Cohen Capital Management
California
$7.61M
UBWV
724
United Bank (West Virginia)
West Virginia
$7.61M -$1.32M -15,407 -14%
Mackenzie Financial
725
Mackenzie Financial
Ontario, Canada
$7.6M +$211K +2,454 +3%

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.