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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
WIM
751
Waverton Investment Management
United Kingdom
$7.12M +$25.8K +300 +0.4%
SSWM
752
Smith Salley Wealth Management
North Carolina
$7.12M +$57.4K +668 +0.8%
BHTS
753
Bar Harbor Trust Services
Maine
$7.12M -$100K -1,165 -1%
FAT
754
First American Trust
California
$7.11M -$336K -3,914 -4%
EARNEST Partners
755
EARNEST Partners
Georgia
$7.1M -$611K -7,109 -8%
NSAM
756
North Star Asset Management
Wisconsin
$7.1M +$8.25K +96 +0.1%
GIM
757
Goelzer Investment Management
Indiana
$7.08M +$226K +2,625 +3%
NAM
758
North American Management
Massachusetts
$7.04M +$494K +5,748 +7%
BPB
759
Badgley, Phelps & Bell
Washington
$7.03M -$78.8K -916 -1%
AI
760
Ariel Investments
Illinois
$6.99M -$129K -1,500 -2%
OMCS
761
Old Mutual Customised Solutions
South Africa
$6.96M
TF
762
Tompkins Financial
New York
$6.95M -$62.2K -723 -0.9%
SC
763
Saybrook Capital
North Carolina
$6.93M
VC
764
Vestor Capital
Illinois
$6.91M +$17.2K +200 +0.2%
HCMNY
765
Howard Capital Management (New York)
New York
$6.9M -$21.9K -255 -0.3%
RW
766
Rand Wealth
Maryland
$6.89M +$16.2K +188 +0.2%
Carson Wealth (CWM LLC)
767
Carson Wealth (CWM LLC)
Nebraska
$6.89M +$678K +7,888 +11%
JMH
768
J.M. Hartwell
New York
$6.85M +$1.34M +15,575 +23%
SGK
769
Steigerwald Gordon & Koch
Virginia
$6.83M +$401K +4,665 +6%
LIM
770
Leavell Investment Management
Alabama
$6.83M +$103K +1,200 +1%
JC
771
Jacobs & Co
California
$6.81M +$37.8K +440 +0.5%
WA
772
WFG Advisors
Texas
$6.8M +$156K +1,812 +2%
TWA
773
TCI Wealth Advisors
Arizona
$6.78M -$38.6K -449 -0.5%
AL
774
Airain Ltd
Guernsey
$6.75M -$846K -9,836 -11%
PL
775
Perpetual Ltd
Australia
$6.75M +$1.19M +13,800 +21%

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.