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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
Victory Capital Management
1051
Victory Capital Management
Texas
$3.77M -$2.93M -33,050 -43%
SC
1052
Savant Capital
Illinois
$3.76M +$163K +1,834 +4%
LM
1053
Lincluden Management
Ontario, Canada
$3.75M -$309K -3,489 -7%
ACM
1054
Ashford Capital Management
Delaware
$3.74M -$222K -2,501 -5%
LA
1055
LVW Advisors
New York
$3.73M +$230K +2,591 +6%
FBC
1056
Fairfield, Bush & Co
Connecticut
$3.73M -$13.3K -150 -0.3%
WCF
1057
West Coast Financial
California
$3.73M +$292K +3,288 +8%
AP
1058
Advisor Partners
California
$3.73M +$97.9K +1,104 +3%
BOC
1059
Barbara Oil Co
Illinois
$3.73M
HBT
1060
Hills Bank & Trust
Iowa
$3.72M -$181K -2,037 -4%
TCB
1061
Texas Capital Bancshares
Texas
$3.72M -$947K -10,679 -20%
FPA
1062
Fieldpoint Private Advisors
New York
$3.71M +$40.8K +460 +1%
KS
1063
Karpas Strategies
Connecticut
$3.7M
PCA
1064
Private Capital Advisors
Connecticut
$3.68M
AB
1065
Atlas Brown
Kentucky
$3.67M -$85K -959 -2%
HIM
1066
Hutchens Investment Management
New Hampshire
$3.67M +$3.68M +41,450 +2,428%
MFS
1067
McNamara Financial Services
Massachusetts
$3.67M +$3.68M +41,450 +2,428%
MSS
1068
Mitchell Sinkler & Starr
Pennsylvania
$3.67M -$1.77K -20 -0%
EAM
1069
Eagle Asset Management
Florida
$3.66M +$3.82M +43,104 New
ADBIC
1070
A.D. Beadell Investment Counsel
Wisconsin
$3.66M -$2.31M -26,017 -38%
VST
1071
Van Strum & Towne
California
$3.65M -$20K -225 -0.5%
IAS
1072
IMA Advisory Services
Colorado
$3.65M +$23.1K +260 +0.6%
S
1073
SignatureFD
Georgia
$3.65M +$935K +10,548 +33%
ADMI
1074
Albert D. Mason Inc
Massachusetts
$3.65M -$32.4K -365 -0.8%
HC
1075
Hendley & Co
Ohio
$3.64M +$887 +10 +0%

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.