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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
ALA
951
Atherton Lane Advisers
California
$4.76M -$77.1K -870 -2%
MAA
952
Matrix Asset Advisors
New York
$4.75M -$39.6K -447 -0.8%
Jennison Associates
953
Jennison Associates
New York
$4.75M -$23.6K -266 -0.5%
K
954
Kemper
Illinois
$4.72M
ACP
955
Aviance Capital Partners
Florida
$4.72M -$344K -3,874 -7%
HL
956
HeadInvest LLC
Maine
$4.7M +$7.36K +83 +0.2%
ISB
957
Iowa State Bank
Iowa
$4.7M -$48.3K -545 -1%
CCM
958
Channing Capital Management
Illinois
$4.69M -$135K -1,518 -3%
HIC
959
Hartline Investment Corp
Illinois
$4.69M -$95.8K -1,080 -2%
BAM
960
Berkshire Asset Management
Pennsylvania
$4.66M +$353K +3,978 +8%
PJSIMP
961
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.66M -$112K -1,264 -2%
CL
962
Croft-Leominster
Maryland
$4.64M -$26K -293 -0.5%
MJP
963
Michael J. Puzo
$4.63M -$239K -2,700 -5%
HTHT
964
Hemenway Trust Hemenway Trust
New Hampshire
$4.63M -$1.65M -18,621 -25%
WSC
965
Wellington Shields & Co
New York
$4.61M
AIC
966
Argus Investors Counsel
New York
$4.59M +$62.1K +700 +1%
OCM
967
Olstein Capital Management
New York
$4.59M -$798K -9,000 -14%
MCM
968
McMillion Capital Management
North Carolina
$4.59M -$177K -1,995 -4%
AWE
969
Avidian Wealth Enterprises
Texas
$4.58M +$878K +9,899 +22%
SCA
970
Stonebridge Capital Advisors
Minnesota
$4.57M +$1.68M +18,972 +55%
BFG
971
Beacon Financial Group
Texas
$4.57M +$147K +1,662 +3%
RIG
972
Renaissance Investment Group
Massachusetts
$4.56M -$700K -7,896 -13%
SCM
973
Summit Capital Management
Washington
$4.55M +$493K +5,561 +12%
EVM
974
Evelyn V. Moreno
$4.53M -$200K -2,252 -4%
HW
975
Hancock Whitney
Mississippi
$4.52M -$98K -1,105 -2%

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.