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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
KWILP
1001
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.04M +$164K +1,910 +4%
MHS
1002
M Holdings Securities
Oregon
$4.02M +$109K +1,269 +3%
WS
1003
Wedbush Securities
California
$4.01M +$694K +8,073 +20%
HCM
1004
Hodges Capital Management
Texas
$4M -$236K -2,742 -5%
BCM
1005
BlueCrest Capital Management
Jersey
$3.99M +$4.13M +48,000 New
BSB
1006
Bangor Savings Bank
Maine
$3.97M -$70.6K -821 -2%
MSR
1007
Main Street Research
Connecticut
$3.96M -$32.2K -374 -0.8%
HAM
1008
Highstreet Asset Management
Ontario, Canada
$3.94M +$94.6K +1,100 +2%
WSIB
1009
Washington State Investment Board
Washington
$3.92M
SWM
1010
Stockman Wealth Management
Montana
$3.92M +$13.3K +155 +0.3%
BRCM
1011
Bright Rock Capital Management
Massachusetts
$3.91M +$172K +2,000 +4%
WA
1012
WBH Advisory
Maryland
$3.88M +$19.2K +223 +0.5%
GP
1013
Girard Partners
Pennsylvania
$3.88M -$52K -605 -1%
GA
1014
GFS Advisors
Texas
$3.88M -$4.3K -50 -0.1%
WC
1015
Whitnell & Co
Illinois
$3.87M +$73.9K +860 +2%
RMAM
1016
Raab & Moskowitz Asset Management
New Jersey
$3.86M -$148K -1,724 -4%
ERIM
1017
Eagle Ridge Investment Management
Connecticut
$3.84M +$8.25K +96 +0.2%
WC
1018
Whitney & Co
New York
$3.84M +$71.8K +835 +2%
BRM
1019
Boston Research & Management
Massachusetts
$3.84M +$56.1K +653 +1%
WCF
1020
West Coast Financial
California
$3.84M +$197K +2,291 +5%
FPCG
1021
Fort Pitt Capital Group
Pennsylvania
$3.8M -$40.1K -466 -1%
BIM
1022
Barton Investment Management
Pennsylvania
$3.77M -$302K -3,507 -7%
AMIM
1023
Aull & Monroe Investment Management
Alabama
$3.75M -$14.2K -165 -0.4%
OA
1024
Outfitter Advisors
Virginia
$3.75M
PAI
1025
Pittenger & Anderson Inc
Nebraska
$3.75M +$609K +7,079 +19%

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.