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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
MC
1301
Miles Capital
Iowa
$2.3M -$117K -1,325 -5%
SAM
1302
SignalPoint Asset Management
Missouri
$2.29M +$35.7K +403 +2%
TI
1303
Truepoint Inc
Ohio
$2.29M +$2.03M +22,886 +567%
WAM
1304
Weatherly Asset Management
California
$2.28M +$4.26K +48 +0.2%
AHB
1305
Abner Herrman & Brock
New Jersey
$2.28M -$380K -4,280 -14%
1IA
1306
1834 Investment Advisors
Wisconsin
$2.27M -$12.2K -138 -0.5%
BFA
1307
Beaumont Financial Advisors
Massachusetts
$2.27M +$261K +2,943 +12%
SAM
1308
Summit Asset Management
Tennessee
$2.27M +$74.4K +839 +3%
LCP
1309
Legacy Capital Partners
Wisconsin
$2.26M -$193K -2,182 -8%
CW
1310
Cobiz Wealth
Colorado
$2.26M -$8.87K -100 -0.4%
LNC
1311
Lincoln National Corp
Pennsylvania
$2.26M -$39.3K -443 -2%
AAA
1312
Adams Asset Advisors
Texas
$2.25M -$2.23M -25,155 -49%
CF
1313
CNA Financial
Illinois
$2.25M
GIA
1314
GHP Investment Advisors
Colorado
$2.25M -$92.8K -1,047 -4%
CAL
1315
Capital Analysts LLC
Pennsylvania
$2.24M -$708K -7,987 -23%
VIMU
1316
Veritas Investment Management (UK)
United Kingdom
$2.23M +$466K +5,255 +25%
IT
1317
Independence Trust
Tennessee
$2.23M
RC
1318
Roundview Capital
New Jersey
$2.23M +$129K +1,450 +6%
IFB
1319
iAB Financial Bank
Indiana
$2.22M +$130K +1,465 +6%
JA
1320
JLB & Associates
Michigan
$2.21M -$27.2K -307 -1%
TL
1321
Tirschwell & Loewy
New York
$2.21M -$621 -7 -0%
TCM
1322
Tradition Capital Management
New Jersey
$2.2M -$124K -1,400 -5%
LKIM
1323
Lawson Kroeker Investment Management
Nebraska
$2.19M +$1.14M +12,821 +99%
ACS
1324
Archford Capital Strategies
Illinois
$2.18M +$329K +3,709 +17%
MKC
1325
M. Kraus & Co
Vermont
$2.18M -$2.22K -25 -0.1%

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.