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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
HIC
1201
Holderness Investments Company
North Carolina
$2.68M +$188K +2,187 +7%
MTC
1202
McDaniel Terry & Co
Texas
$2.67M -$680K -7,910 -20%
OCAM
1203
Onex Canada Asset Management
Ontario, Canada
$2.65M +$38.9K +453 +2%
SFT
1204
Simmons First Trust
Arkansas
$2.65M -$360K -4,190 -12%
FMWA
1205
Forvis Mazars Wealth Advisors
Missouri
$2.65M -$133K -1,549 -5%
EWM
1206
Edge Wealth Management
New York
$2.64M +$7.14K +83 +0.3%
FC
1207
FCA Corp
Texas
$2.63M +$52K +605 +2%
BCM
1208
Brookstone Capital Management
Illinois
$2.62M -$78.1K -909 -3%
SFPIA
1209
Stevens First Principles Investment Advisors
California
$2.61M -$112K -1,300 -4%
CP
1210
Coho Partners
Pennsylvania
$2.61M -$31.6K -368 -1%
LH
1211
Lebenthal Holdings
New York
$2.61M +$219K +2,545 +9%
SNBOSCI
1212
Security National Bank of Sioux City Iowa
Iowa
$2.6M +$262K +3,046 +11%
TIC
1213
Trees Investment Counsel
Illinois
$2.6M +$71.4K +831 +3%
LA
1214
Lau Associates
Delaware
$2.6M
CNC
1215
Citizens & Northern Corp
Pennsylvania
$2.6M +$6.28K +73 +0.2%
AIM
1216
Acropolis Investment Management
Missouri
$2.6M -$45.3K -527 -2%
FAG
1217
Financial Advisory Group
Texas
$2.59M +$18.7K +217 +0.7%
HR
1218
Howe & Rusling
New York
$2.59M +$219K +2,547 +9%
HJGA
1219
Hardman Johnston Global Advisors
Connecticut
$2.58M
SCM
1220
Schnieders Capital Management
California
$2.58M +$246K +2,866 +10%
HCM
1221
Hall Capital Management
Rhode Island
$2.57M -$153K -1,785 -5%
ST
1222
Spot Trading
Illinois
$2.57M -$3.27M -38,071 -55%
HH
1223
Hilltop Holdings
Texas
$2.56M -$54.6K -635 -2%
PS
1224
Pensionfund Sabic
Netherlands
$2.56M
MAA
1225
Matrix Asset Advisors
New York
$2.56M -$2.15M -25,060 -45%

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.