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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
Fidelity International
751
Fidelity International
Bermuda
$7.31M -$16.5M -185,674 -68%
SC
752
Searle & Co
Connecticut
$7.29M
AI
753
Ariel Investments
Illinois
$7.27M
BPB
754
Badgley, Phelps & Bell
Washington
$7.26M -$251K -2,825 -3%
NSAM
755
North Star Asset Management
Wisconsin
$7.25M -$4.43K -50 -0.1%
WIM
756
Waverton Investment Management
United Kingdom
$7.25M
LCP
757
LGT Capital Partners
Switzerland
$7.22M +$64.7K +730 +0.9%
SSWM
758
Smith Salley Wealth Management
North Carolina
$7.22M +$145K +1,633 +2%
ICM
759
Ionic Capital Management
New York
$7.17M +$3.21M +36,149 +75%
TF
760
Tompkins Financial
New York
$7.17M +$1.46M +16,496 +24%
CFA
761
Carroll Financial Associates
North Carolina
$7.13M +$3M +33,865 +68%
WF
762
WealthTrust Fairport
Ohio
$7.13M -$328K -3,700 -4%
OMCS
763
Old Mutual Customised Solutions
South Africa
$7.11M +$452K +5,100 +6%
SWK
764
Stephen W. Kidder
$7.09M -$560K -6,320 -7%
SC
765
Saybrook Capital
North Carolina
$7.08M -$860K -9,700 -10%
HVIA
766
Hudson Valley Investment Advisors
New York
$7.08M -$190K -2,145 -3%
HCMNY
767
Howard Capital Management (New York)
New York
$7.07M -$21.8K -246 -0.3%
VC
768
Vestor Capital
Illinois
$7.04M -$258K -2,913 -3%
RW
769
Rand Wealth
Maryland
$7.03M +$266 +3 +0%
GIM
770
Goelzer Investment Management
Indiana
$7.01M +$91.8K +1,035 +1%
TWA
771
TCI Wealth Advisors
Arizona
$6.96M +$128K +1,449 +2%
JC
772
Jacobs & Co
California
$6.92M +$188K +2,115 +3%
BAS
773
Brown Advisory Securities
Maryland
$6.91M -$254K -2,868 -3%
LIM
774
Leavell Investment Management
Alabama
$6.87M +$64.9K +732 +0.9%
LOCB
775
Lombard Odier & Cie (Bahamas)
Bahamas
$6.87M

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.