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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
SCM
1251
Stellar Capital Management
Arizona
$2.54M +$492K +5,550 +23%
MBT
1252
Montecito Bank & Trust
California
$2.52M -$159K -1,794 -6%
JVBC
1253
J.V. Bruni & Co
Colorado
$2.52M -$10.1K -114 -0.4%
WP
1254
WealthPLAN Partners
Nebraska
$2.52M +$2.62M +29,558 New
BBNB
1255
Baker Boyer National Bank
Washington
$2.52M +$74.6K +841 +3%
OCM
1256
One Capital Management
California
$2.51M +$106K +1,195 +4%
IAA
1257
Ironsides Asset Advisors
North Carolina
$2.5M -$67.4K -760 -3%
SBWIC
1258
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.5M +$174K +1,959 +7%
LOAMS
1259
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.5M +$2.3M +25,923 +774%
BG
1260
Bollard Group
Massachusetts
$2.5M +$20.8K +235 +0.8%
PCMC
1261
Paragon Capital Management (Colorado)
Colorado
$2.49M -$6.74K -76 -0.3%
MCM
1262
Manchester Capital Management
Vermont
$2.48M -$371K -4,180 -13%
GIS
1263
Guardian Investor Services
New York
$2.46M -$29.3K -330 -1%
LH
1264
Lebenthal Holdings
New York
$2.46M -$42.5K -479 -2%
BFC
1265
Blue Fin Capital
Rhode Island
$2.46M +$26.2K +295 +1%
GHA
1266
Garcia Hamilton & Associates
Texas
$2.45M -$688K -7,761 -21%
JPTCCM
1267
J.P. Turner & Co Capital Management
Georgia
$2.45M +$382K +4,303 +18%
AGM
1268
Alpine Global Management
New York
$2.45M -$4.54M -51,178 -64%
MAM
1269
Mizuho Asset Management
Japan
$2.44M +$836K +9,428 +49%
MBT
1270
Monroe Bank & Trust
Michigan
$2.44M -$103K -1,159 -4%
BCM
1271
BTC Capital Management
Iowa
$2.44M +$289K +3,254 +13%
FC
1272
FIC Capital
New York
$2.43M +$27K +305 +1%
FA
1273
FDx Advisors
Illinois
$2.43M +$387K +4,369 +18%
HR
1274
Howe & Rusling
New York
$2.43M -$537K -6,058 -17%
NFG
1275
Next Financial Group
Texas
$2.42M -$226K -2,546 -8%

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.