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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
MFS
1051
McNamara Financial Services
Massachusetts
$3.56M -$34.4K -400 -0.9%
HC
1052
Hendley & Co
Ohio
$3.54M -$19.3K -225 -0.5%
NMIFOAC
1053
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.54M
SAS
1054
Spectrum Advisory Services
Georgia
$3.53M -$497K -5,783 -12%
ADBIC
1055
A.D. Beadell Investment Counsel
Wisconsin
$3.53M -$55.7K -648 -2%
PAIM
1056
Punch & Associates Investment Management
Minnesota
$3.52M +$925K +10,754 +34%
VNA
1057
VNBTrust National Association
Virginia
$3.52M -$412K -4,795 -10%
ATC
1058
Adirondack Trust Company
New York
$3.5M -$7.31K -85 -0.2%
AB
1059
AT Bancorp
Iowa
$3.5M -$346K -4,019 -9%
ACM
1060
Ashford Capital Management
Delaware
$3.49M -$175K -2,039 -5%
1832 Asset Management
1061
1832 Asset Management
Ontario, Canada
$3.48M -$2.43M -28,312 -40%
ABTD
1062
Arvest Bank Trust Division
Oklahoma
$3.47M +$101K +1,174 +3%
TC
1063
Trust Company
Kansas
$3.47M +$376K +4,373 +12%
NSIM
1064
North Star Investment Management
Illinois
$3.46M -$4.9K -57 -0.1%
FDS
1065
First Dallas Securities
Texas
$3.45M +$52.3K +608 +1%
BCM
1066
Bourgeon Capital Management
Connecticut
$3.45M +$7.39K +86 +0.2%
PWM
1067
Perigon Wealth Management
California
$3.45M -$8.6K -100 -0.2%
NFC
1068
Northeast Financial Consultants
Connecticut
$3.43M +$60.2K +700 +2%
SC
1069
Savant Capital
Illinois
$3.42M -$275K -3,196 -7%
DLHL
1070
Donald L. Hagan LLC
Florida
$3.42M +$48.8K +568 +1%
DAM
1071
Delta Asset Management
Tennessee
$3.4M -$149K -1,732 -4%
JIC
1072
Joel Isaacson & Co
New York
$3.4M -$134K -1,553 -4%
AB
1073
Atlas Brown
Kentucky
$3.39M -$11.6K -135 -0.3%
VV
1074
Verity & Verity
South Carolina
$3.39M +$216K +2,507 +7%
CIP
1075
Convergence Investment Partners
Florida
$3.39M -$1.03M -11,948 -23%

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.