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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
EM
1151
Excalibur Management
Massachusetts
$3.14M +$61.2K +690 +2%
PAM
1152
Princeton Alpha Management
New Jersey
$3.14M +$2.65M +29,891 +426%
DR
1153
Davis Rea
Ontario, Canada
$3.13M -$337K -3,800 -9%
VAS
1154
Valicenti Advisory Services
New York
$3.12M +$15.1K +170 +0.5%
CCA
1155
Checchi Capital Advisers
California
$3.12M +$64.6K +728 +2%
TWM
1156
Torch Wealth Management
Ohio
$3.12M -$48.9K -551 -1%
AIIMS
1157
Analyst IMS Investment Management Services
Israel
$3.12M +$535K +6,031 +20%
PR
1158
Payden & Rygel
California
$3.12M +$3.17M +35,800 +4,182%
PPCM
1159
Pillar Pacific Capital Management
California
$3.11M -$148K -1,674 -4%
SLG
1160
Stanley-Laman Group
Pennsylvania
$3.1M -$141K -1,595 -4%
BOS
1161
Bingham Osborn & Scarborough
California
$3.08M -$228K -2,567 -7%
FMP
1162
Financial Management Professionals
Texas
$3.08M -$60.1K -678 -2%
BIC
1163
Beach Investment Counsel
Pennsylvania
$3.08M -$35.5K -400 -1%
BW
1164
Bison Wealth
Georgia
$3.07M +$433K +4,888 +16%
CFA
1165
CT Financial Advisors
Pennsylvania
$3.07M +$177 +2 +0%
SFT
1166
Simmons First Trust
Arkansas
$3.06M -$99.5K -1,122 -3%
FANJ
1167
Financial Architects (New Jersey)
New Jersey
$3.04M +$289K +3,256 +10%
OA
1168
Oak Associates
Ohio
$3.04M -$10.7M -120,328 -77%
PGIM
1169
Pacific Global Investment Management
California
$3.04M -$954K -10,759 -23%
CEI
1170
Clark Estates Inc
New York
$3.02M -$50.2K -566 -2%
CIM
1171
CIM Investment Management
Pennsylvania
$3.01M +$38.8K +437 +1%
MWP
1172
MYCIO Wealth Partners
Pennsylvania
$2.99M +$40.1K +452 +1%
BCMO
1173
Buckingham Capital Management (Ohio)
Ohio
$2.99M +$36.4K +411 +1%
CP
1174
Camelot Portfolios
Ohio
$2.99M -$56.4K -636 -2%
MFW
1175
Meristem Family Wealth
Minnesota
$2.98M +$66.5K +750 +2%

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.