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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
MHS
1026
M Holdings Securities
Oregon
$4M -$175K -1,978 -4%
SWM
1027
Stockman Wealth Management
Montana
$3.99M +$450K +5,076 +12%
KFA
1028
Kelleher Financial Advisors
New York
$3.98M -$234K -2,637 -5%
KWILP
1029
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.97M +$4.14M +46,712 New
GA
1030
GFS Advisors
Texas
$3.97M -$61K -688 -1%
AMIM
1031
Aull & Monroe Investment Management
Alabama
$3.95M -$60.9K -687 -1%
HAM
1032
Highstreet Asset Management
Ontario, Canada
$3.94M -$1.16M -13,100 -22%
AC
1033
Alley Company
Illinois
$3.94M +$3.9M +43,975 +1,898%
FPCG
1034
Fort Pitt Capital Group
Pennsylvania
$3.92M +$37.5K +423 +0.9%
WAM
1035
Wolverine Asset Management
Illinois
$3.92M +$4.09M +46,129 New
ERIM
1036
Eagle Ridge Investment Management
Connecticut
$3.92M +$77.9K +879 +2%
AB
1037
AT Bancorp
Iowa
$3.91M +$41.4K +467 +1%
BIM
1038
Bridges Investment Management
Nebraska
$3.91M -$26.7K -301 -0.7%
WC
1039
Whitnell & Co
Illinois
$3.88M -$280K -3,163 -6%
BRM
1040
Boston Research & Management
Massachusetts
$3.87M +$357K +4,031 +10%
ITIM
1041
Indiana Trust & Investment Management
Indiana
$3.87M -$128K -1,445 -3%
WC
1042
Whitney & Co
New York
$3.85M +$26.4K +298 +0.7%
SCA
1043
Stillwater Capital Advisors
Pennsylvania
$3.84M +$223K +2,510 +6%
FAB
1044
First American Bank
Illinois
$3.83M -$36.4K -410 -0.9%
OA
1045
Outfitter Advisors
Virginia
$3.83M -$35.5K -400 -0.9%
BRCM
1046
Bright Rock Capital Management
Massachusetts
$3.83M +$443K +5,000 +13%
FNBOMD
1047
First National Bank of Mount Dora
Florida
$3.82M +$3.1K +35 +0.1%
FMC
1048
First Merchants Corp
Indiana
$3.81M -$56.5K -637 -1%
SA
1049
Strategic Advisors
New York
$3.81M -$351K -3,962 -9%
ST
1050
Semper Trust
Pennsylvania
$3.8M -$55.2K -622 -1%

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.