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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
BIM
851
Bridgecreek Investment Management
Oklahoma
$5.88M
GG
852
Greenwood Gearhart
Arkansas
$5.86M +$32.6K +368 +0.5%
ST
853
Spot Trading
Illinois
$5.86M +$6.11M +68,909 New
EIM
854
Emerson Investment Management
Massachusetts
$5.85M -$115K -1,300 -2%
HCM
855
Harvest Capital Management
New Hampshire
$5.84M -$273K -3,075 -4%
RP
856
Rowlandmiller & Partners
Georgia
$5.84M +$705K +7,946 +13%
VW
857
Vantage Wealth
California
$5.83M +$374K +4,215 +7%
ACM
858
Alpha Capital Management
Texas
$5.83M
AP
859
Atwood & Palmer
Missouri
$5.79M +$6.03K +68 +0.1%
KIC
860
Keating Investment Counselors
Florida
$5.79M +$47.4K +535 +0.8%
ID
861
Integral Derivatives
New York
$5.78M +$6.03M +67,990 New
MCA
862
Mercer Capital Advisers
New Jersey
$5.76M -$3.72K -42 -0.1%
DLCIG
863
D.L. Carlson Investment Group
New Hampshire
$5.76M +$488K +5,506 +9%
PL
864
Perpetual Ltd
Australia
$5.72M +$319K +3,600 +6%
OMC
865
Overbrook Management Corp
New York
$5.7M -$1.97M -22,222 -25%
CAM
866
Congress Asset Management
Massachusetts
$5.7M -$154K -1,740 -3%
MA
867
Montag & Associates
Georgia
$5.69M -$69.3K -781 -1%
JMH
868
J.M. Hartwell
New York
$5.68M
Aristotle Capital Management
869
Aristotle Capital Management
California
$5.67M -$142K -1,600 -2%
DCM
870
Donaldson Capital Management
Indiana
$5.67M +$3.32M +37,424 +128%
GCC
871
Guardian Capital (Canada)
Ontario, Canada
$5.64M +$408K +4,603 +7%
CCMINC
872
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.63M +$9.13K +103 +0.2%
SOADOR
873
State of Alaska Department of Revenue
Alaska
$5.62M +$345K +3,890 +6%
JCM
874
Janney Capital Management
Pennsylvania
$5.61M -$22.3K -251 -0.4%
SHGA
875
Sand Hill Global Advisors
California
$5.58M +$274K +3,092 +5%

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.