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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
DSI
1101
Daiwa SB Investments
Japan
$3.25M +$478K +5,560 +17%
SFSG
1102
Stearns Financial Services Group
North Carolina
$3.25M -$4.21K -49 -0.1%
MCM
1103
McRae Capital Management
New Jersey
$3.25M -$17.2K -200 -0.5%
HB
1104
Homrich & Berg
Georgia
$3.25M +$27.3K +317 +0.8%
GIM
1105
Grassi Investment Management
California
$3.23M
ECM
1106
Exchange Capital Management
Michigan
$3.22M -$15.5K -180 -0.5%
KIG
1107
Kovitz Investment Group
Illinois
$3.22M +$21.8K +253 +0.7%
EM
1108
Excalibur Management
Massachusetts
$3.22M +$154K +1,787 +5%
SAM
1109
Smithbridge Asset Management
Pennsylvania
$3.21M +$4.3K +50 +0.1%
CSS
1110
Cubist Systematic Strategies
Connecticut
$3.19M +$2.11M +24,524 +178%
BCM
1111
Boltwood Capital Management
California
$3.19M -$4.3K -50 -0.1%
AI
1112
Atria Investments
North Carolina
$3.19M -$34.7K -404 -1%
MCM
1113
MAI Capital Management
Ohio
$3.18M +$29.7K +346 +0.9%
MAM
1114
Mizuho Asset Management
Japan
$3.18M +$817K +9,503 +33%
AW
1115
ACG Wealth
Georgia
$3.17M +$328K +3,817 +11%
FMP
1116
Financial Management Professionals
Texas
$3.17M +$163K +1,893 +5%
SIC
1117
Sigma Investment Counselors
Michigan
$3.17M +$29.5K +343 +0.9%
BWAM
1118
Boyd Watterson Asset Management
Ohio
$3.15M -$60.2K -700 -2%
CG
1119
Colony Group
Massachusetts
$3.15M +$1.81M +21,061 +125%
AWS
1120
Aris Wealth Services
Pennsylvania
$3.15M -$207K -2,407 -6%
JWA
1121
JFS Wealth Advisors
Pennsylvania
$3.13M -$207K -2,405 -6%
CIP
1122
Capital Insight Partners
Arizona
$3.13M +$3.23M +37,601 New
ZDA
1123
Zweig-DiMenna Associates
New York
$3.13M
OWP
1124
Obermeyer Wealth Partners
Colorado
$3.12M -$8.43K -98 -0.3%
MSU
1125
Maple Securities USA
New Jersey
$3.1M -$4.89M -56,838 -60%

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.