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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
CHP
1301
Cable Hill Partners
Oregon
$2.14M +$503K +5,845 +29%
AssetMark Inc
1302
AssetMark Inc
California
$2.13M +$47.4K +551 +2%
PFM
1303
PacWest Financial Management
Arizona
$2.13M +$131K +1,527 +6%
TIA
1304
Tiemann Investment Advisors
California
$2.13M +$35.2K +410 +2%
VNIM
1305
Vaughan Nelson Investment Management
Texas
$2.13M +$600K +6,975 +37%
GHA
1306
Garcia Hamilton & Associates
Texas
$2.12M -$290K -3,378 -12%
BFA
1307
Beaumont Financial Advisors
Massachusetts
$2.12M -$109K -1,268 -5%
IT
1308
Independence Trust
Tennessee
$2.11M -$68.8K -800 -3%
HPIA
1309
Hamilton Point Investment Advisors
North Carolina
$2.11M +$82.8K +963 +4%
LIM
1310
Loudon Investment Management
New Hampshire
$2.11M +$109K +1,264 +5%
CCG
1311
Chatham Capital Group
Georgia
$2.11M -$191K -2,218 -8%
FIM
1312
Fernwood Investment Management
Massachusetts
$2.1M +$30.6K +356 +1%
KA
1313
KLCM Advisors
Wisconsin
$2.1M +$196K +2,276 +10%
SJIM
1314
St. Johns Investment Management
Florida
$2.1M -$5.59K -65 -0.3%
MKC
1315
M. Kraus & Co
Vermont
$2.09M -$38.7K -450 -2%
IA
1316
IndexIQ Advisors
New York
$2.09M +$241K +2,807 +13%
FFA
1317
First Foundation Advisors
California
$2.09M -$241K -2,802 -10%
PVWM
1318
Point View Wealth Management
New Jersey
$2.08M +$167K +1,937 +8%
SAM
1319
Security Asset Management
New York
$2.07M +$75.1K +874 +4%
LCOV
1320
London Company of Virginia
Virginia
$2.06M -$6.88K -80 -0.3%
SCM
1321
Stellar Capital Management
Arizona
$2.05M -$445K -5,174 -17%
Fuller & Thaler Asset Management
1322
Fuller & Thaler Asset Management
California
$2.05M -$275K -3,200 -11%
HCA
1323
Horan Capital Advisors
Ohio
$2.05M +$61.5K +715 +3%
EDRAMF
1324
Edmond de Rothschild Asset Management (France)
France
$2.05M +$2.12M +24,620 New
JFA
1325
JNBA Financial Advisors
Minnesota
$2.04M -$79.2K -921 -4%

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.