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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
FLPIM
1101
F.L. Putnam Investment Management
Massachusetts
$3.43M +$320K +3,613 +10%
AWS
1102
Aris Wealth Services
Pennsylvania
$3.42M -$325K -3,665 -8%
CS
1103
Cannell & Spears
New York
$3.42M +$323K +3,648 +10%
WS
1104
Wedbush Securities
California
$3.42M +$99.8K +1,126 +3%
ST
1105
Somerset Trust
Pennsylvania
$3.41M +$64.6K +729 +2%
MTC
1106
McDaniel Terry & Co
Texas
$3.4M +$24.8K +280 +0.7%
JWA
1107
JFS Wealth Advisors
Pennsylvania
$3.4M -$6.56K -74 -0.2%
CVSCT
1108
C.V. Starr & Co Trust
New York
$3.4M
UFG
1109
United Fire Group
Iowa
$3.4M
AC
1110
Alleghany Corporation
New York
$3.4M +$887K +10,000 +33%
EGM
1111
Engineers Gate Manager
New York
$3.4M +$1.3M +14,621 +58%
TNB
1112
Thomasville National Bank
Georgia
$3.39M -$68.7K -775 -2%
IH
1113
IFC Holdings
Florida
$3.39M -$131K -1,474 -4%
AF
1114
Aldebaran Financial
$3.37M +$73.4K +828 +2%
MA
1115
Marshwinds Advisory
Georgia
$3.36M +$292K +3,296 +9%
AFG
1116
Albion Financial Group
Utah
$3.35M -$51.4K -580 -1%
LBC
1117
Lawrence B. Cohen
$3.35M -$171K -1,930 -5%
GIP
1118
Granite Investment Partners
California
$3.35M +$39.9K +450 +1%
MCM
1119
McRae Capital Management
New Jersey
$3.33M -$488K -5,500 -12%
SFSG
1120
Stearns Financial Services Group
North Carolina
$3.32M -$15.4K -174 -0.4%
ECM
1121
Exchange Capital Management
Michigan
$3.31M +$77.4K +873 +2%
GIM
1122
Grassi Investment Management
California
$3.3M
CT
1123
Coastline Trust
Rhode Island
$3.3M +$48.2K +544 +1%
HB
1124
Homrich & Berg
Georgia
$3.29M -$37.2K -420 -1%
AI
1125
Atria Investments
North Carolina
$3.29M +$165K +1,863 +5%

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.