We are live on ! Find out more
XOM icon

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
TCM
951
Texan Capital Management
Texas
$4.45M +$1.39M +16,153 +43%
FSA
952
Financial Sense Advisors
California
$4.44M -$256K -2,983 -5%
BFG
953
Beacon Financial Group
Texas
$4.44M +$23.1K +269 +0.5%
FSA
954
Franklin Street Advisors
North Carolina
$4.44M +$35.9K +417 +0.8%
BSW
955
Buckingham Strategic Wealth
Missouri
$4.43M +$379K +4,412 +9%
ICAS
956
Investors Capital Advisory Services
Massachusetts
$4.43M -$588K -6,835 -11%
DBIA
957
Dumont & Blake Investment Advisors
New Jersey
$4.43M +$33.9K +394 +0.7%
BONST
958
Bank of Nova Scotia Trust
Ontario, Canada
$4.42M -$442K -5,137 -9%
HHAA
959
Henry H. Armstrong Associates
Pennsylvania
$4.42M
KFP
960
Keystone Financial Planning
Ohio
$4.37M +$81.2K +945 +2%
EVM
961
Evelyn V. Moreno
$4.36M -$75.7K -881 -2%
WAM
962
Wallington Asset Management
Indiana
$4.35M -$18.9K -220 -0.4%
MCC
963
Mid Continent Capital
Illinois
$4.34M -$400K -4,650 -8%
AWE
964
Avidian Wealth Enterprises
Texas
$4.34M -$145K -1,688 -3%
NCM
965
Narwhal Capital Management
Georgia
$4.34M +$236K +2,750 +6%
VHAM
966
Van Hulzen Asset Management
California
$4.34M +$173K +2,012 +4%
CCT
967
Capital City Trust
Florida
$4.33M +$19.9K +232 +0.4%
MCM
968
McMillion Capital Management
North Carolina
$4.33M -$168K -1,951 -4%
SI
969
SII Investments
Wisconsin
$4.32M +$48.8K +568 +1%
CAI
970
Capital Advisors Inc
Oklahoma
$4.31M -$140M -1,623,496 -97%
WIC
971
Wilkins Investment Counsel
Massachusetts
$4.31M -$1.07M -12,500 -19%
HSA
972
Hussman Strategic Advisors
Maryland
$4.31M
MHIM
973
MacNealy Hoover Investment Management
Ohio
$4.3M +$105K +1,225 +2%
PPSG
974
Princeton Portfolio Strategies Group
New Jersey
$4.29M +$269K +3,130 +6%
ST
975
Sentinel Trust
Texas
$4.29M -$94.8K -1,103 -2%

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.