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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
BMC
1001
Benin Management Corp
Connecticut
$4.23M +$311K +3,504 +8%
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$4.23M +$1.89M +21,312 +75%
NME
1003
Notis-McConarty Edward
$4.22M -$68.3K -770 -2%
BCM
1004
Birmingham Capital Management
Alabama
$4.22M +$156K +1,757 +4%
CAM
1005
Columbia Asset Management
Michigan
$4.21M +$177K +1,996 +4%
NCM
1006
Narwhal Capital Management
Georgia
$4.21M +$542K +6,115 +14%
MFBTD
1007
MB Financial Bank - Trust Department
Illinois
$4.2M -$224K -2,529 -5%
RWM
1008
Rench Wealth Management
Texas
$4.19M +$108K +1,223 +3%
Citadel Advisors
1009
Citadel Advisors
Florida
$4.19M -$246M -2,768,958 -98%
HK
1010
Horizon Kinetics
New York
$4.17M -$289K -3,263 -6%
BTNA
1011
Bremer Trust National Association
Minnesota
$4.16M -$57.2K -645 -1%
SLF
1012
Sun Life Financial
Ontario, Canada
$4.15M -$942K -10,620 -18%
BSW
1013
Buckingham Strategic Wealth
Missouri
$4.15M +$533K +6,012 +14%
BIM
1014
Barton Investment Management
Pennsylvania
$4.15M -$217K -2,446 -5%
BSB
1015
Bangor Savings Bank
Maine
$4.13M -$286K -3,222 -6%
PPSG
1016
Princeton Portfolio Strategies Group
New Jersey
$4.12M -$1.21M -13,652 -22%
SAS
1017
Spectrum Advisory Services
Georgia
$4.1M -$140K -1,576 -3%
RMAM
1018
Raab & Moskowitz Asset Management
New Jersey
$4.09M +$56.8K +641 +1%
MSR
1019
Main Street Research
Connecticut
$4.08M -$1.56M -17,558 -27%
AIM
1020
ARGA Investment Management
Connecticut
$4.07M +$186K +2,100 +5%
ECM
1021
Evergreen Capital Management
Washington
$4.06M +$170K +1,918 +4%
BFIC
1022
Bedell Frazier Investment Counselling
California
$4.05M +$166K +1,869 +4%
GP
1023
Girard Partners
Pennsylvania
$4.01M +$341K +3,851 +9%
WSIB
1024
Washington State Investment Board
Washington
$4.01M
VNA
1025
VNBTrust National Association
Virginia
$4M -$186K -2,100 -4%

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.