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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
HHAA
976
Henry H. Armstrong Associates
Pennsylvania
$4.51M +$24.4K +275 +0.5%
FSA
977
Franklin Street Advisors
North Carolina
$4.5M -$117K -1,317 -2%
CPA
978
Court Place Advisors
Maryland
$4.5M -$8.87K -100 -0.2%
DBIA
979
Dumont & Blake Investment Advisors
New Jersey
$4.49M +$18.6K +210 +0.4%
CIP
980
Convergence Investment Partners
Florida
$4.48M -$3.95M -44,585 -46%
ST
981
Sentinel Trust
Texas
$4.47M -$308K -3,472 -6%
WAM
982
Wallington Asset Management
Indiana
$4.46M +$163K +1,835 +4%
PLFAM
983
Pineno Levin & Ford Asset Management
Virginia
$4.45M +$278K +3,138 +6%
CWM
984
Calamos Wealth Management
Illinois
$4.45M +$538K +6,072 +13%
CCT
985
Capital City Trust
Florida
$4.41M -$689K -7,770 -13%
HSA
986
Hussman Strategic Advisors
Maryland
$4.4M +$4.43M +50,000 +2,778%
SI
987
SII Investments
Wisconsin
$4.39M -$460K -5,192 -9%
KFP
988
Keystone Financial Planning
Ohio
$4.38M +$971K +10,955 +27%
HCM
989
Hodges Capital Management
Texas
$4.32M -$249K -2,810 -5%
GI
990
Gradient Investments
Minnesota
$4.31M +$235K +2,645 +5%
HC
991
Highmount Capital
New York
$4.3M +$10.2K +115 +0.2%
I
992
IberiaBank
Louisiana
$4.3M +$654K +7,372 +17%
FFC
993
First Financial Corp
Indiana
$4.3M -$46.3K -522 -1%
MHIM
994
MacNealy Hoover Investment Management
Ohio
$4.29M -$4.34K -49 -0.1%
ANBTV
995
American National Bank & Trust (Virginia)
Virginia
$4.29M +$77.1K +869 +2%
PG
996
Patten Group
Tennessee
$4.26M -$32.6K -368 -0.7%
VHAM
997
Van Hulzen Asset Management
California
$4.26M +$193K +2,176 +5%
GIM
998
Guardian Investment Management
California
$4.26M
BO
999
Bank OZK
Arkansas
$4.25M -$70.6K -796 -2%
WMSA
1000
Weiss Multi-Strategy Advisers
New York
$4.25M +$4.43M +50,000 New

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.