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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
DWT
776
Dorsey & Whitney Trust
South Dakota
$6.74M +$527K +6,127 +8%
WF
777
WealthTrust Fairport
Ohio
$6.73M -$249K -2,894 -3%
LOCB
778
Lombard Odier & Cie (Bahamas)
Bahamas
$6.72M
BAS
779
Brown Advisory Securities
Maryland
$6.72M -$35.2K -410 -0.5%
HCM
780
Huber Capital Management
California
$6.71M +$843K +9,800 +14%
FCCM
781
First City Capital Management
Georgia
$6.69M +$24.9K +290 +0.4%
III
782
Independent Investors Inc
New York
$6.68M -$34.4K -400 -0.5%
SWK
783
Stephen W. Kidder
$6.66M -$283K -3,295 -4%
HVIA
784
Hudson Valley Investment Advisors
New York
$6.64M -$303K -3,527 -4%
DIA
785
Dean Investment Associates
Ohio
$6.62M -$23.4K -272 -0.3%
ST
786
Sabal Trust
Florida
$6.54M -$17.8K -207 -0.3%
CI
787
CAZ Investments
Texas
$6.51M +$1.15M +13,410 +21%
BHBT
788
Burke & Herbert Bank & Trust
Virginia
$6.44M -$10.5K -122 -0.2%
AAM
789
Aureus Asset Management
Massachusetts
$6.44M
TBNY
790
Trustco Bank (New York)
New York
$6.43M -$84.3K -980 -1%
VCM
791
Violich Capital Management
California
$6.41M -$142K -1,652 -2%
CIM
792
CenturyLink Investment Management
Colorado
$6.4M +$16.7K +194 +0.3%
JWBC
793
J.W. Burns & Co
New York
$6.38M -$125K -1,458 -2%
PFC
794
Phocas Financial Corp
California
$6.36M -$97.3K -1,132 -1%
NAM
795
NTV Asset Management
West Virginia
$6.34M -$30.1K -350 -0.5%
FAB
796
First American Bank
Illinois
$6.32M +$2.65M +30,874 +68%
MCM
797
Maryland Capital Management
Maryland
$6.3M -$171K -1,989 -3%
GC
798
Gratus Capital
Georgia
$6.3M -$14.3K -166 -0.2%
PAM
799
PartnerRe Asset Management
Connecticut
$6.28M -$1.15M -13,349 -15%
DPIM
800
Duff & Phelps Investment Management
Illinois
$6.28M

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.