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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
BO
976
Bank OZK
Arkansas
$4.28M +$125K +1,455 +3%
PJSIMP
977
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.27M -$294K -3,423 -6%
RIG
978
Renaissance Investment Group
Massachusetts
$4.26M -$217K -2,521 -5%
HTHT
979
Hemenway Trust Hemenway Trust
New Hampshire
$4.25M -$297K -3,458 -6%
PLFAM
980
Pineno Levin & Ford Asset Management
Virginia
$4.24M -$116K -1,350 -3%
NME
981
Notis-McConarty Edward
$4.24M +$101K +1,180 +2%
BMC
982
Benin Management Corp
Connecticut
$4.23M +$95K +1,105 +2%
AP
983
Advisor Partners
California
$4.22M +$506K +5,891 +13%
HC
984
Highmount Capital
New York
$4.2M -$17.2K -200 -0.4%
PG
985
Patten Group
Tennessee
$4.18M +$946 +11 +0%
WP
986
WealthPLAN Partners
Nebraska
$4.17M +$1.77M +20,605 +70%
RWM
987
Rench Wealth Management
Texas
$4.17M +$67.1K +781 +2%
HK
988
Horizon Kinetics
New York
$4.16M +$80.8K +940 +2%
BCM
989
Birmingham Capital Management
Alabama
$4.14M +$11.8K +137 +0.3%
GIM
990
Guardian Investment Management
California
$4.14M
TYCC
991
Texas Yale Capital Corp
Florida
$4.13M -$868K -10,100 -17%
SIG
992
Schooner Investment Group
Pennsylvania
$4.12M -$1.07M -12,500 -20%
WPC
993
White Pine Capital
Minnesota
$4.12M -$680K -7,905 -14%
ANBTV
994
American National Bank & Trust (Virginia)
Virginia
$4.11M -$82.8K -963 -2%
BFIC
995
Bedell Frazier Investment Counselling
California
$4.09M +$126K +1,462 +3%
FFC
996
First Financial Corp
Indiana
$4.08M -$140K -1,629 -3%
CAM
997
Columbia Asset Management
Michigan
$4.08M -$52.3K -608 -1%
BIM
998
Bridges Investment Management
Nebraska
$4.07M +$255K +2,963 +6%
SLF
999
Sun Life Financial
Ontario, Canada
$4.06M
AC
1000
Alley Company
Illinois
$4.06M +$217K +2,519 +5%

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.