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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
BII
826
Bainco International Investors
Massachusetts
$6.19M +$342K +3,855 +6%
AP
827
Appleton Partners
Massachusetts
$6.17M -$200K -2,260 -3%
MIM
828
Marco Investment Management
Georgia
$6.16M -$140K -1,577 -2%
PCM
829
Palisade Capital Management
New Jersey
$6.15M -$14.8K -167 -0.2%
EA
830
Evanston Advisors
Illinois
$6.13M +$350K +3,950 +6%
Nomura Holdings
831
Nomura Holdings
Japan
$6.12M -$32.8M -370,251 -84%
Bank of Nova Scotia
832
Bank of Nova Scotia
Ontario, Canada
$6.12M +$5.5K +62 +0.1%
FNB
833
Farmers National Bank
Kentucky
$6.12M +$278K +3,136 +5%
HFS
834
Haverford Financial Services
Pennsylvania
$6.11M -$265K -2,984 -4%
CIC
835
Cutler Investment Counsel
Oregon
$6.1M -$1.06K -12 -0%
SFS
836
Strategic Financial Services
New York
$6.1M +$129K +1,452 +2%
CIM
837
Confluence Investment Management
Missouri
$6.07M +$613K +6,908 +11%
TCOT
838
Trust Company of Toledo
Ohio
$6.06M -$137K -1,540 -2%
TRIM
839
Thompson Rubinstein Investment Management
Oregon
$6.05M -$74.9K -845 -1%
CA
840
Cornerstone Advisors
North Carolina
$6.03M
HCM
841
Huber Capital Management
California
$6.02M -$18.4M -207,580 -75%
IP
842
Isthmus Partners
Wisconsin
$6M +$238K +2,682 +4%
SWM
843
SVA Wealth Management
Wisconsin
$6M +$2.89M +32,540 +86%
AIA
844
Alerus Investment Advisors
Minnesota
$5.97M -$58.3K -658 -0.9%
1832 Asset Management
845
1832 Asset Management
Ontario, Canada
$5.96M -$49M -552,669 -89%
NSEDCP
846
NJ State Employees Deferred Compensation Plan
New Jersey
$5.95M -$2.22M -25,000 -26%
FCM
847
Force Capital Management
New York
$5.95M +$6.21M +70,000 New
BL
848
Balentine LLC
Georgia
$5.92M +$6.18M +69,650 New
AC
849
AFAM Capital
Texas
$5.92M +$715K +8,068 +13%
RIL
850
Rothschild Investment LLC
Illinois
$5.9M -$493K -5,562 -7%

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.