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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
SAG
801
Sterne Agee Group
Alabama
$6.51M +$274K +3,092 +4%
NAM
802
NTV Asset Management
West Virginia
$6.5M -$222K -2,506 -3%
FIG
803
Fortress Investment Group
New York
$6.47M +$6.75M +76,100 New
MCM
804
Maple Capital Management
Vermont
$6.46M -$244K -2,749 -3%
GC
805
Gratus Capital
Georgia
$6.45M +$468K +5,280 +7%
GAM
806
Guinness Asset Management
United Kingdom
$6.44M -$940K -10,600 -12%
DPIM
807
Duff & Phelps Investment Management
Illinois
$6.42M -$395K -4,450 -6%
BPM
808
Bowling Portfolio Management
Ohio
$6.4M -$112K -1,262 -2%
AF
809
Arrow Financial
New York
$6.37M -$198K -2,232 -3%
FTC
810
Farmers Trust Company
Ohio
$6.37M +$6.64M +74,878 +101,186%
DWT
811
Dorsey & Whitney Trust
South Dakota
$6.37M +$533K +6,007 +9%
Carson Wealth (CWM LLC)
812
Carson Wealth (CWM LLC)
Nebraska
$6.37M +$1.67M +18,810 +34%
GLRA
813
Gerald L. Ray & Associates
Texas
$6.33M +$18.8K +212 +0.3%
AWM
814
Altavista Wealth Management
North Carolina
$6.3M -$146K -1,650 -2%
NAMP
815
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.27M -$22.5K -254 -0.3%
ASN
816
Advisory Services Network
Georgia
$6.27M +$943K +10,630 +17%
RB
817
Rodgers Brothers
Pennsylvania
$6.26M -$117K -1,323 -2%
BFA
818
Bragg Financial Advisors
North Carolina
$6.25M +$442K +4,984 +7%
TCM
819
Tran Capital Management
California
$6.25M -$138K -1,560 -2%
CCM
820
Compton Capital Management
Rhode Island
$6.24M -$853K -9,616 -12%
LJHT
821
Laurie J. Hall Trustee
$6.24M -$8.87K -100 -0.1%
PFSC
822
Peoples Financial Services Corp
Pennsylvania
$6.22M +$37.3K +421 +0.6%
DCLA
823
Douglas C. Lane & Associates
New York
$6.21M +$93.7K +1,057 +1%
CCM
824
CrestPoint Capital Management
Missouri
$6.2M -$248K -2,800 -4%
FIM
825
Fruth Investment Management
Texas
$6.2M +$23.1K +260 +0.4%

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.