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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
FAM
1201
Formidable Asset Management
Ohio
$2.84M -$7.09K -80 -0.2%
TI
1202
Trexquant Investment
Connecticut
$2.84M +$2.63M +29,700 +803%
FMWA
1203
Forvis Mazars Wealth Advisors
Missouri
$2.84M +$187K +2,104 +7%
RHFI
1204
Reilly Herbert Faulkner III
$2.83M +$143K +1,617 +5%
EFSCE
1205
Enterprise Financial Services Corp (EFSC)
Missouri
$2.83M +$376K +4,240 +15%
CCA
1206
Cobblestone Capital Advisors
New York
$2.82M -$249K -2,812 -8%
RMCM
1207
Reynders McVeigh Capital Management
Massachusetts
$2.82M +$19.9K +224 +0.7%
JPMIA
1208
J.P. Marvel Investment Advisors
Massachusetts
$2.82M +$526K +5,930 +22%
CBOR
1209
Community Bank of Raymore
Missouri
$2.81M +$6.92K +78 +0.2%
BAM
1210
Brave Asset Management
New Jersey
$2.81M +$3.99K +45 +0.1%
HCM
1211
Hall Capital Management
Rhode Island
$2.78M -$41.2K -465 -1%
SFPIA
1212
Stevens First Principles Investment Advisors
California
$2.78M +$28K +316 +1%
PFA
1213
Paradigm Financial Advisors
Missouri
$2.77M +$25.3K +285 +0.9%
CFMC
1214
Curbstone Financial Management Corp
New Hampshire
$2.77M -$63.9K -721 -2%
MMPW
1215
Mitchell McLeod Pugh & Williams
Alabama
$2.76M +$22.2K +250 +0.8%
HFM
1216
Hartford Financial Management
Connecticut
$2.76M +$179K +2,020 +7%
BCM
1217
Brookstone Capital Management
Illinois
$2.75M +$36.5K +412 +1%
RAM
1218
Redmond Asset Management
Virginia
$2.74M -$133K -1,500 -4%
NA
1219
Navellier & Associates
Nevada
$2.73M +$238K +2,688 +9%
CP
1220
Coho Partners
Pennsylvania
$2.7M -$143K -1,612 -5%
AIM
1221
Acropolis Investment Management
Missouri
$2.7M +$20.2K +228 +0.7%
EWM
1222
Edge Wealth Management
New York
$2.69M -$57.7K -651 -2%
PAIM
1223
Punch & Associates Investment Management
Minnesota
$2.69M +$48.9K +552 +2%
SFM
1224
Signature Financial Management
Virginia
$2.68M -$6.83K -77 -0.2%
HH
1225
Hilltop Holdings
Texas
$2.67M +$619K +6,986 +29%

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.