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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
SFA
1126
Staton Financial Advisors
North Carolina
$3.09M -$3.44K -40 -0.1%
PHIMC
1127
Private Harbour Investment Management & Counsel
Ohio
$3.08M
TWM
1128
Torch Wealth Management
Ohio
$3.08M +$30.2K +351 +1%
CP
1129
Camelot Portfolios
Ohio
$3.08M +$163K +1,899 +5%
VAS
1130
Valicenti Advisory Services
New York
$3.08M +$21.1K +245 +0.7%
AT
1131
Acadia Trust
Maine
$3.07M +$1.03K +12 +0%
NG
1132
Northstar Group
New York
$3.07M +$1.2K +14 +0%
PR
1133
Payden & Rygel
California
$3.07M +$17.2K +200 +0.5%
BIC
1134
Beach Investment Counsel
Pennsylvania
$3.06M +$43K +500 +1%
RMCM
1135
Reynders McVeigh Capital Management
Massachusetts
$3.06M +$309K +3,591 +11%
IAS
1136
IMA Advisory Services
Colorado
$3.05M -$545K -6,338 -15%
CCA
1137
Checchi Capital Advisers
California
$3.05M -$6.96K -81 -0.2%
SLG
1138
Stanley-Laman Group
Pennsylvania
$3.04M
DT
1139
Diversified Trust
Tennessee
$3.01M -$5.19M -60,366 -63%
CFA
1140
CT Financial Advisors
Pennsylvania
$3M +$172 +2 +0%
VIA
1141
Vantage Investment Advisors
Pennsylvania
$3M -$2.24M -26,039 -42%
MCWS
1142
McKinley Carter Wealth Services
West Virginia
$2.99M +$115K +1,334 +4%
BW
1143
Bison Wealth
Georgia
$2.99M -$13.2K -154 -0.4%
BCMO
1144
Buckingham Capital Management (Ohio)
Ohio
$2.99M +$56.7K +660 +2%
MFW
1145
Meristem Family Wealth
Minnesota
$2.97M +$52.4K +610 +2%
RHFI
1146
Reilly Herbert Faulkner III
$2.97M +$205K +2,387 +7%
ST
1147
Somerset Trust
Pennsylvania
$2.96M -$391K -4,550 -11%
CEI
1148
Clark Estates Inc
New York
$2.96M
BOS
1149
Bingham Osborn & Scarborough
California
$2.96M -$65.9K -767 -2%
CIM
1150
CIM Investment Management
Pennsylvania
$2.95M

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.