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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
LA
1226
Lau Associates
Delaware
$2.66M -$17.7K -200 -0.6%
CNC
1227
Citizens & Northern Corp
Pennsylvania
$2.65M +$22.7K +256 +0.8%
FCM
1228
Forester Capital Management
Illinois
$2.65M +$44.3K +500 +2%
VAM
1229
Visium Asset Management
New York
$2.65M -$2.87M -32,415 -51%
MGIA
1230
Moneta Group Investment Advisors
Missouri
$2.64M -$149K -1,675 -5%
HJGA
1231
Hardman Johnston Global Advisors
Connecticut
$2.64M
BCP
1232
Blue Chip Partners
Michigan
$2.64M +$82.5K +930 +3%
FC
1233
FCA Corp
Texas
$2.63M +$20.4K +230 +0.7%
FAG
1234
Financial Advisory Group
Texas
$2.63M -$120K -1,349 -4%
MFIMFI
1235
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.62M -$8.69K -98 -0.3%
PS
1236
Pensionfund Sabic
Netherlands
$2.62M +$2.73M +30,800 New
TCCM
1237
Timber Creek Capital Management
Massachusetts
$2.61M -$30.2K -341 -1%
SCP
1238
Syntal Capital Partners
Texas
$2.61M -$21.5K -242 -0.8%
HWA
1239
Heritage Wealth Advisors
Virginia
$2.61M -$15.5K -175 -0.6%
PL
1240
Plancorp LLC
Missouri
$2.61M +$1.9M +21,383 +230%
FWP
1241
FAS Wealth Partners
Kansas
$2.6M +$209K +2,357 +8%
TIC
1242
Trees Investment Counsel
Illinois
$2.59M -$66.5K -750 -2%
LSCM
1243
LaSalle Street Capital Management
Illinois
$2.58M
PC
1244
Peavine Capital
Nevada
$2.58M -$11.4K -129 -0.4%
LPT
1245
Legacy Private Trust
Wisconsin
$2.58M -$615K -6,935 -19%
NDSI
1246
Newman Dignan & Sheerar Inc
Rhode Island
$2.57M -$123K -1,388 -4%
EAM
1247
EULAV Asset Management
Florida
$2.55M
HIC
1248
Holderness Investments Company
North Carolina
$2.55M -$182K -2,052 -6%
AAM
1249
Ardevora Asset Management
United Kingdom
$2.54M +$2.65M +29,900 New
BPCE
1250
Bank Pictet & Cie (Europe)
Germany
$2.54M -$284K -3,200 -10%

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.