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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
NMIFOAC
1076
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.62M
DAM
1077
Delta Asset Management
Tennessee
$3.62M +$236K +2,660 +7%
JIC
1078
Joel Isaacson & Co
New York
$3.6M +$108K +1,214 +3%
AA
1079
Ancora Advisors
Ohio
$3.58M -$3.73M -42,024 Closed
ATC
1080
Adirondack Trust Company
New York
$3.58M +$3.99K +45 +0.1%
B
1081
Bailard
California
$3.57M -$84.4K -952 -2%
BRWA
1082
B. Riley Wealth Advisors
Florida
$3.56M -$1.59M -17,917 -30%
NSIM
1083
North Star Investment Management
Illinois
$3.54M +$212K +2,387 +6%
PAM
1084
PVG Asset Management
Colorado
$3.54M -$1.14M -12,856 -24%
HC
1085
Hourglass Capital
Texas
$3.54M -$6.21K -70 -0.2%
WRM
1086
Weybosset Research & Management
Rhode Island
$3.54M -$38.4K -433 -1%
PWM
1087
Perigon Wealth Management
California
$3.53M +$1.41M +15,889 +62%
TFA
1088
Transamerica Financial Advisors
Florida
$3.52M +$1.06M +11,930 +40%
BCM
1089
Bourgeon Capital Management
Connecticut
$3.52M -$72.7K -820 -2%
CPA
1090
Capital Planning Advisors
California
$3.49M +$159K +1,794 +5%
CCM
1091
Condor Capital Management
New Jersey
$3.49M +$1.74M +19,595 +91%
FDS
1092
First Dallas Securities
Texas
$3.48M -$673K -7,587 -16%
WRM
1093
Westport Resources Management
Connecticut
$3.48M -$3.02K -34 -0.1%
CHC
1094
City Holding Co
West Virginia
$3.47M +$257K +2,902 +8%
P
1095
Pitcairn
Pennsylvania
$3.45M -$34.6K -390 -1%
ABTD
1096
Arvest Bank Trust Division
Oklahoma
$3.45M -$21K -237 -0.6%
Jones Financial Companies
1097
Jones Financial Companies
Missouri
$3.44M +$400K +4,507 +13%
DAC
1098
Dividend Assets Capital
South Carolina
$3.44M -$142K -1,597 -4%
NFC
1099
Northeast Financial Consultants
Connecticut
$3.44M +$17.7K +200 +0.5%
DLHL
1100
Donald L. Hagan LLC
Florida
$3.44M +$144K +1,623 +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.