We are live on ! Find out more
XOM icon

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
WIC
901
Woodmont Investment Counsel
Tennessee
$5.3M -$520K -5,866 -9%
BWFM
902
Bridgewater Wealth & Financial Management
Maryland
$5.3M +$57.2K +645 +1%
BT
903
Beacon Trust
New Jersey
$5.29M -$576K -6,491 -9%
SIG
904
Schooner Investment Group
Pennsylvania
$5.28M -$2.44M -27,500 -31%
HCM
905
Hutchinson Capital Management
California
$5.28M +$345K +3,887 +7%
VIA
906
Vantage Investment Advisors
Pennsylvania
$5.28M +$2.51M +28,276 +84%
MNBTD
907
Moody National Bank Trust Division
Texas
$5.26M +$9.93K +112 +0.2%
B
908
BancorpSouth
Mississippi
$5.26M -$394K -4,448 -7%
GWM
909
Greenwich Wealth Management
Connecticut
$5.21M -$92.1K -1,039 -2%
CIA
910
Capital Investment Advisors
Georgia
$5.11M +$153K +1,724 +3%
UR
911
USCA RIA
Texas
$5.11M +$111K +1,255 +2%
ICAS
912
Investors Capital Advisory Services
Massachusetts
$5.11M +$132K +1,491 +3%
TSWM
913
Triangle Securities Wealth Management
North Carolina
$5.11M +$116K +1,311 +2%
PFPT
914
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.1M -$5.85K -66 -0.1%
PIA
915
Peachtree Investment Advisors
Georgia
$5.09M +$99.5K +1,122 +2%
VFA
916
Voya Financial Advisors
Connecticut
$5.08M +$5.26M +59,295 New
TYCC
917
Texas Yale Capital Corp
Florida
$5.08M +$55.9K +630 +1%
USGIU
918
U.S. Global Investors (USGI)
Texas
$5.08M +$88.7K +1,000 +2%
SPC
919
Sigma Planning Corp
Michigan
$5.07M -$144K -1,623 -3%
PWAP
920
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.06M +$36.5K +412 +0.7%
FBB
921
Fulton Breakefield Broenniman
Maryland
$5.05M +$86.7K +978 +2%
TCOTO
922
Trust Company of the Ozarks
Missouri
$5.04M +$709 +8 +0%
SI
923
Sprott Inc
Ontario, Canada
$5.04M +$4.71M +53,100 +856%
SGCA
924
Steel Grove Capital Advisors
Tennessee
$5.02M +$5.23M +59,018 New
MC
925
Martin & Co
Tennessee
$5.01M +$21.1K +238 +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.