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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
CANC
901
Culbertson A N & Co
Virginia
$5.06M +$200K +2,325 +4%
DIA
902
Davidson Investment Advisors
Montana
$5.04M -$346K -4,021 -6%
EDRS
903
Edmond de Rothschild (Suisse)
Switzerland
$5.03M +$5.2M +60,503 New
LSA
904
L & S Advisors
California
$5.03M +$344K +4,000 +7%
MCM
905
Moore Capital Management
New York
$5.02M -$3.41M -39,628 -40%
TCOTO
906
Trust Company of the Ozarks
Missouri
$5M +$65.8K +765 +1%
UR
907
USCA RIA
Texas
$4.98M -$17K -198 -0.3%
Aristotle Capital Management
908
Aristotle Capital Management
California
$4.97M -$602K -7,000 -10%
PFPT
909
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.96M -$25.8K -300 -0.5%
MC
910
Martin & Co
Tennessee
$4.96M +$52.9K +615 +1%
TSWM
911
Triangle Securities Wealth Management
North Carolina
$4.95M -$51.7K -601 -1%
PIA
912
Peachtree Investment Advisors
Georgia
$4.95M -$38.5K -448 -0.7%
BAM
913
Berkshire Asset Management
Pennsylvania
$4.87M +$323K +3,753 +7%
NCM
914
Nelson Capital Management
California
$4.86M +$3.95M +45,920 +366%
CIA
915
Capital Investment Advisors
Georgia
$4.85M -$156K -1,818 -3%
SHA
916
Smith Hayes Advisers
Nebraska
$4.84M -$40.8K -474 -0.8%
IMOV
917
Investment Management of Virginia
Virginia
$4.84M +$89.1K +1,036 +2%
PVH
918
Psagot Value Holdings
Israel
$4.83M +$4.82M +56,050 +2,803%
PTB
919
Pioneer Trust Bank
Oregon
$4.83M +$87.3K +1,015 +2%
FBB
920
Fulton Breakefield Broenniman
Maryland
$4.82M -$126K -1,463 -2%
KTC
921
Kistler-Tiffany Companies
Pennsylvania
$4.81M +$132K +1,534 +3%
VFA
922
Voya Financial Advisors
Connecticut
$4.8M -$116K -1,350 -2%
ACP
923
Aviance Capital Partners
Florida
$4.8M +$185K +2,152 +4%
TSS
924
Thomas Story & Son
Indiana
$4.77M
BTNA
925
Bremer Trust National Association
Minnesota
$4.76M +$711K +8,270 +17%

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.