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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
III
776
Independent Investors Inc
New York
$6.86M -$151K -1,700 -2%
FA
777
FCG Advisors
New Jersey
$6.86M -$19.2K -217 -0.3%
CIC
778
Cornercap Investment Counsel
Georgia
$6.85M -$495K -5,582 -6%
TBA
779
Train Babcock Advisors
New York
$6.85M -$202K -2,277 -3%
ICOA
780
Investment Centers of America
North Dakota
$6.84M +$1.8M +20,248 +34%
FCCM
781
First City Capital Management
Georgia
$6.81M +$44.3K +500 +0.6%
WA
782
WFG Advisors
Texas
$6.79M -$2.81M -31,661 -28%
DIA
783
Dean Investment Associates
Ohio
$6.79M +$2.64M +29,758 +59%
HA
784
Hamel Associates
New Jersey
$6.78M +$1.34M +15,062 +23%
HAI
785
Hennessy Advisors Inc
California
$6.71M +$736K +8,300 +12%
NAM
786
North American Management
Massachusetts
$6.71M -$161K -1,817 -2%
ST
787
Sabal Trust
Florida
$6.7M -$50.5K -570 -0.7%
VCM
788
Violich Capital Management
California
$6.69M -$36.5K -412 -0.5%
FAAM
789
First Allied Asset Management
California
$6.68M +$4.08M +45,985 +147%
GIM
790
Gyrus Investment Management
Ontario, Canada
$6.67M -$13.3K -150 -0.2%
TBNY
791
Trustco Bank (New York)
New York
$6.66M -$56.6K -638 -0.8%
RA
792
Rational Advisors
New York
$6.65M +$602K +6,790 +10%
JWBC
793
J.W. Burns & Co
New York
$6.64M -$183K -2,065 -3%
MCM
794
Maryland Capital Management
Maryland
$6.61M -$217K -2,442 -3%
PFC
795
Phocas Financial Corp
California
$6.59M -$236K -2,656 -3%
BHBT
796
Burke & Herbert Bank & Trust
Virginia
$6.59M +$60.7K +685 +0.9%
SGK
797
Steigerwald Gordon & Koch
Virginia
$6.58M +$328K +3,699 +5%
AAM
798
Aureus Asset Management
Massachusetts
$6.58M -$105K -1,183 -2%
CIM
799
CenturyLink Investment Management
Colorado
$6.52M -$42.9K -484 -0.6%
MWAC
800
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.51M -$8.6K -97 -0.1%

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.