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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
PFBT
876
Parkside Financial Bank & Trust
Missouri
$5.57M +$104K +1,177 +2%
CWM
877
Cabot Wealth Management
Massachusetts
$5.57M +$108K +1,216 +2%
TFF
878
Timothy F. Fidgeon
$5.56M -$231K -2,600 -4%
FNF
879
Fidelity National Financial
Florida
$5.56M +$5.8M +65,370 New
FAM
880
Fred Alger Management
New York
$5.52M -$39.9K -450 -0.7%
CI
881
CAZ Investments
Texas
$5.52M +$4.64M +52,366 +418%
DIA
882
Davidson Investment Advisors
Montana
$5.5M +$113K +1,272 +2%
GC
883
Grimes & Company
Massachusetts
$5.49M +$299K +3,367 +6%
WPP
884
Whalerock Point Partners
Rhode Island
$5.48M -$417K -4,700 -7%
WIC
885
Wilkins Investment Counsel
Massachusetts
$5.46M -$78.5K -885 -1%
GKIM
886
GW&K Investment Management
Massachusetts
$5.45M -$621 -7 -0%
HKIM
887
Hayek Kallen Investment Management
Alabama
$5.45M +$58.1K +655 +1%
JFGIW
888
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.44M +$918K +10,356 +19%
TC
889
Taylor Cottrill
New Hampshire
$5.43M -$57.7K -651 -1%
BWP
890
Baldwin Wealth Partners
Massachusetts
$5.42M -$797K -8,984 -12%
LG
891
Laidlaw Group
New York
$5.42M +$331K +3,733 +6%
VC
892
V2 Capital
Illinois
$5.4M -$388K -4,376 -6%
Marshall Wace
893
Marshall Wace
United Kingdom
$5.39M +$2.34M +26,411 +71%
WTB
894
Washington Trust Bank
Washington
$5.38M -$34.1K -385 -0.6%
RSVP
895
Ramsay Stattman Vela & Price
Colorado
$5.37M -$268K -3,024 -5%
SBWM
896
Sunflower Bank Wealth Management
Arizona
$5.36M +$46.6K +526 +0.8%
FNT
897
First Nebraska Trust
Nebraska
$5.36M -$48.8K -550 -0.9%
FFSOTS
898
Fiduciary Financial Services of The Southwest
Texas
$5.35M -$56K -632 -1%
DCM
899
Decade Capital Management
New York
$5.33M +$5.56M +62,743 New
AAC
900
Asset Advisors Corp
Georgia
$5.33M -$246K -2,778 -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.