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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
PWP
1276
Private Wealth Partners
California
$2.42M -$80.1K -903 -3%
GF
1277
Goodman Financial
Texas
$2.41M -$69.3K -782 -3%
NFG
1278
NewFocus Financial Group
Washington
$2.41M -$66.7K -752 -3%
SNBOSCI
1279
Security National Bank of Sioux City Iowa
Iowa
$2.4M +$171K +1,929 +7%
SCM
1280
Schnieders Capital Management
California
$2.39M +$191K +2,154 +8%
CIM
1281
Calvert Investment Management
Maryland
$2.39M
HIM
1282
Harbour Investment Management
Washington
$2.39M +$4.43K +50 +0.2%
CIA
1283
Covington Investment Advisors
Pennsylvania
$2.38M -$1.77M -20,000 -42%
RCAG
1284
Rehmann Capital Advisory Group
Michigan
$2.37M +$149K +1,681 +6%
FFA
1285
First Foundation Advisors
California
$2.37M +$157K +1,766 +7%
CM
1286
Capital Management
Virginia
$2.37M +$484K +5,463 +24%
Fuller & Thaler Asset Management
1287
Fuller & Thaler Asset Management
California
$2.37M -$1.09M -12,300 -31%
CCM
1288
Catawba Capital Management
Virginia
$2.35M -$30.9K -348 -1%
CCG
1289
Chatham Capital Group
Georgia
$2.34M -$22.1K -249 -0.9%
CASB
1290
Cape Ann Savings Bank
Massachusetts
$2.34M -$64.7K -730 -3%
AA
1291
ALPS Advisors
Colorado
$2.33M -$552K -6,225 -18%
BSWMG
1292
Barrington Strategic Wealth Management Group
Illinois
$2.33M +$4.79K +54 +0.2%
BCM
1293
Becker Capital Management
Oregon
$2.33M -$470K -5,305 -16%
SGAM
1294
Steinberg Global Asset Management
Florida
$2.33M +$105K +1,182 +5%
SAM
1295
Sawgrass Asset Management
Florida
$2.32M -$19K -214 -0.8%
GWS
1296
Glassman Wealth Services
Virginia
$2.31M -$16.6K -187 -0.7%
MIM
1297
Midwest Investment Management
Ohio
$2.31M -$15K -169 -0.6%
HDIM
1298
Hanson & Doremus Investment Management
Vermont
$2.3M +$59K +665 +3%
NL
1299
NWAM LLC
Washington
$2.3M +$691K +7,790 +40%
NERM
1300
New England Research & Management
Illinois
$2.3M -$67.7K -764 -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.