We are live on ! Find out more
XOM icon

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
HJA
1176
Hugh Johnson Advisors
New York
$2.97M -$65.5K -739 -2%
SAM
1177
Sequent Asset Management
Texas
$2.97M +$34.8K +392 +1%
BMM
1178
Buffington Mohr McNeal
Idaho
$2.95M -$48.8K -550 -2%
MCWS
1179
McKinley Carter Wealth Services
West Virginia
$2.94M +$76.2K +859 +3%
LCM
1180
Lucas Capital Management
New Jersey
$2.94M +$621 +7 +0%
PSC
1181
Prentiss Smith & Co
Vermont
$2.94M +$627K +7,070 +26%
IB
1182
Intrust Bank
Kansas
$2.93M -$767K -8,645 -20%
PAM
1183
Peninsula Asset Management
Florida
$2.92M -$10.2K -115 -0.3%
Capstone Investment Advisors
1184
Capstone Investment Advisors
New York
$2.92M +$748K +8,432 +32%
AW
1185
ACG Wealth
Georgia
$2.92M -$732K -8,250 -19%
CWM
1186
Concert Wealth Management
California
$2.91M +$463K +5,221 +8%
SCA
1187
Sippican Capital Advisors
Massachusetts
$2.91M -$2.22K -25 -0.1%
MCM
1188
Matarin Capital Management
New York
$2.89M +$3.02M +34,025 New
AC
1189
Addenda Capital
Quebec, Canada
$2.89M -$86.9K -980 -3%
AAIM
1190
American Assets Investment Management
California
$2.88M
LCM
1191
Leisure Capital Management
California
$2.87M +$76.3K +861 +3%
CAM
1192
Chesapeake Asset Management
New York
$2.87M -$10.6K -120 -0.4%
H
1193
Hexavest
Quebec, Canada
$2.86M -$156M -1,764,819 -98%
WWM
1194
Willingdon Wealth Management
North Carolina
$2.86M -$964K -10,874 -24%
HPBT
1195
High Point Bank & Trust
North Carolina
$2.86M +$218K +2,464 +8%
ROTUOC
1196
Regents of the University of California
California
$2.86M -$1.06K -12 -0%
CRIG
1197
Charter Research & Investment Group
Connecticut
$2.85M
ANRIA
1198
American National Registered Investment Advisor
Texas
$2.85M -$178K -2,004 -6%
DSI
1199
Daiwa SB Investments
Japan
$2.85M +$35.2K +397 +1%
HAG
1200
HighPoint Advisor Group
Illinois
$2.85M +$77.9K +878 +3%

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.