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ExxonMobil

2,017 hedge funds and large institutions have $155B invested in ExxonMobil in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 911 increasing their positions, 824 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 824

0.84% more ownership

Funds ownership: 49.53%50.37% (+0.84%)

0% more call options, than puts

Call options by funds: $3.28B | Put options by funds: $3.26B

8% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 76

1% less funds holding

Funds holding: 2,0392,017 (-22)

4% less funds holding in top 10

Funds holding in top 10: 551527 (-24)

10% less capital invested

Capital invested by funds: $172B → $155B (-$16.5B)

Holders
2,017
Holders Change
-22
Holders Change %
-1.08%
% of All Funds
56.31%
Holding in Top 10
527
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.36%
% of All Funds
14.71%
New
70
Increased
911
Reduced
824
Closed
76
Calls
$3.28B
Puts
$3.26B
Net Calls
+$11.9M
Net Calls Change
-$692M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$565M +$25.1M +325,301 +4%
PPA
52
Parametric Portfolio Associates
Washington
$564M +$21.6M +280,221 +4%
Deutsche Bank
53
Deutsche Bank
Germany
$556M -$311M -4,040,880 -35%
Caisse de Depot et Placement du Quebec (CDPQ)
54
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$483M +$29.6M +384,400 +6%
MTB
55
Mizuho Trust & Banking
Japan
$466M +$16.3M +211,300 +3%
CS
56
Credit Suisse
Switzerland
$465M -$53.3M -691,196 -10%
Pzena Investment Management
57
Pzena Investment Management
New York
$454M +$148M +1,914,698 +46%
Federated Hermes
58
Federated Hermes
Pennsylvania
$441M +$436M +5,657,252 +2,105%
YAM
59
Yacktman Asset Management
Texas
$438M -$8.39M -108,850 -2%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$438M +$9.41M +122,133 +2%
TA
61
Teachers Advisors
New York
$426M +$10.2M +132,181 +2%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$417M +$24.3M +315,532 +6%
Fisher Asset Management
63
Fisher Asset Management
Washington
$407M +$75.8M +983,937 +22%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$406M +$39.8M +517,043 +10%
BJ
65
BlackRock Japan
Japan
$395M +$19.2M +249,539 +5%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$392M +$843K +10,947 +0.2%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$385M -$76.8M -996,479 -16%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$364M -$12.9M -168,056 -3%
HT
69
HighTower Trust
Texas
$364M +$177K +2,292 +0%
M&T Bank
70
M&T Bank
New York
$342M +$1.3M +16,836 +0.4%
AL
71
AJO LP
Pennsylvania
$331M -$150M -1,947,679 -30%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$328M -$521K -6,760 -0.2%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$326M +$5.44M +70,626 +2%
Canada Life
74
Canada Life
Manitoba, Canada
$324M +$48.1M +623,723 +17%
PI
75
Putnam Investments
Massachusetts
$317M -$56.4M -731,947 -15%

XOM Hedge Fund Activity: Q3 2015 in Review

2,017 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2015, worth a combined $155B — down 9.6% from $172B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of XOM and 70 opened new positions — a net loss of 6 holders — while 824 trimmed existing stakes and 911 added.

The largest buyer was Ameriprise, adding an estimated $606M. The largest seller was JP Morgan Chase, cutting an estimated $458M.

  • 2,017 institutional investors held ExxonMobil (XOM) as of Q3 2015, down from 2,039 in Q2 2015.
  • Funds reported $155B of ExxonMobil stock for Q3 2015, down 9.6% quarter-over-quarter.
  • 70 funds opened new ExxonMobil positions in Q3 2015 and 76 closed out, a net change of -6 holders.
  • The largest ExxonMobil buyer in Q3 2015 was Ameriprise, an estimated $606M added.
  • The largest ExxonMobil seller in Q3 2015 was JP Morgan Chase, an estimated $458M sold.

Based on aggregated 13F filings for Q3 2015.