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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
WPP
876
Whalerock Point Partners
Rhode Island
$5.31M -$59.3K -690 -1%
BWFM
877
Bridgewater Wealth & Financial Management
Maryland
$5.27M +$86.8K +1,010 +2%
LG
878
Laidlaw Group
New York
$5.27M -$40K -465 -0.7%
SI
879
Sprott Inc
Ontario, Canada
$5.27M +$346K +4,025 +7%
AC
880
AFAM Capital
Texas
$5.26M -$544K -6,324 -9%
LMIM
881
Lockheed Martin Investment Management
Maryland
$5.24M -$2.06M -24,000 -28%
FFSOTS
882
Fiduciary Financial Services of The Southwest
Texas
$5.24M +$6.02K +70 +0.1%
NIM
883
NXG Investment Management
Texas
$5.22M -$6.09M -70,800 -53%
TFF
884
Timothy F. Fidgeon
$5.22M -$227K -2,645 -4%
FNT
885
First Nebraska Trust
Nebraska
$5.2M -$46K -535 -0.8%
SPC
886
Sigma Planning Corp
Michigan
$5.2M +$237K +2,753 +5%
AAC
887
Asset Advisors Corp
Georgia
$5.18M -$34.4K -400 -0.6%
GC
888
Grimes & Company
Massachusetts
$5.18M -$203K -2,360 -4%
WIC
889
Woodmont Investment Counsel
Tennessee
$5.17M -$19.5K -227 -0.4%
BT
890
Beacon Trust
New Jersey
$5.17M -$13.8K -161 -0.3%
MNBTD
891
Moody National Bank Trust Division
Texas
$5.15M
OPTFSNA
892
Old Point Trust & Financial Services N A
Virginia
$5.14M +$302K +3,514 +6%
PWAP
893
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.14M +$193K +2,242 +4%
EAM
894
Eagle Asset Management
Florida
$5.12M +$1.59M +18,463 +43%
SCM
895
Summit Capital Management
Washington
$5.12M +$690K +8,031 +15%
BCM
896
BTR Capital Management
California
$5.11M +$224K +2,606 +4%
BWP
897
Baldwin Wealth Partners
Massachusetts
$5.11M -$207K -2,413 -4%
GWM
898
Greenwich Wealth Management
Connecticut
$5.1M -$516 -6 -0%
MNA
899
Manning & Napier Advisors
New York
$5.09M -$29.6M -344,859 -85%
MPWT
900
MassMutual Private Wealth & Trust
Connecticut
$5.07M +$56.4K +656 +1%

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.