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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$628M +$212M +2,385,900 +48%
Capital Research Global Investors
52
Capital Research Global Investors
California
$615M -$134M -1,510,000 -17%
CS
53
Credit Suisse
Switzerland
$612M -$146M -1,651,602 -19%
PPA
54
Parametric Portfolio Associates
Washington
$609M +$20.4M +230,574 +3%
YAM
55
Yacktman Asset Management
Texas
$588M -$8.28M -93,367 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$586M +$128M +1,441,040 +26%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$573M -$10.4M -117,000 -2%
TA
58
Teachers Advisors
New York
$529M +$8.09M +91,275 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
59
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$525M -$17.6M -198,900 -3%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$523M +$10M +112,796 +2%
MTB
61
Mizuho Trust & Banking
Japan
$502M +$20.7M +233,447 +4%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$494M +$128M +1,447,145 +32%
JHIU
63
Janus Henderson Investors US
Colorado
$488M +$56.8M +640,420 +13%
AL
64
AJO LP
Pennsylvania
$483M +$215M +2,420,490 +74%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$480M -$49.8M -561,335 -9%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$460M -$238M -2,688,290 -33%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$446M -$14.6M -165,000 -3%
PI
68
Putnam Investments
Massachusetts
$427M +$24.5M +276,715 +6%
BJ
69
BlackRock Japan
Japan
$420M -$26.4M -298,161 -6%
HT
70
HighTower Trust
Texas
$415M -$5.89M -66,448 -1%
M&T Bank
71
M&T Bank
New York
$408M -$1.32M -14,844 -0.3%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$390M -$124M -1,401,603 -23%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$384M -$33.3M -376,070 -8%
Fisher Asset Management
74
Fisher Asset Management
Washington
$376M +$4.04M +45,519 +1%
Pzena Investment Management
75
Pzena Investment Management
New York
$354M -$9.41M -106,172 -2%

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.