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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
HCM
1326
Hollencrest Capital Management
California
$2.17M -$219K -2,465 -9%
JFA
1327
JNBA Financial Advisors
Minnesota
$2.17M -$11.7K -132 -0.5%
TCM
1328
Telos Capital Management
California
$2.15M +$5.23K +59 +0.2%
EWA
1329
Exencial Wealth Advisors
Oklahoma
$2.15M -$78.7K -888 -3%
BFEC
1330
Benjamin F. Edwards & Company
Missouri
$2.15M +$340K +3,831 +18%
CCC
1331
Chelsea Counsel Company
California
$2.15M +$54.7K +617 +3%
SJIM
1332
St. Johns Investment Management
Florida
$2.15M -$98.5K -1,111 -4%
TIA
1333
Tiemann Investment Advisors
California
$2.14M -$55.3K -624 -2%
OCAM
1334
Onex Canada Asset Management
Ontario, Canada
$2.13M -$390K -4,403 -15%
AssetMark Inc
1335
AssetMark Inc
California
$2.13M +$50.1K +565 +2%
FIM
1336
Fernwood Investment Management
Massachusetts
$2.12M +$62.1K +700 +3%
LCOV
1337
London Company of Virginia
Virginia
$2.11M -$191K -2,156 -8%
MPAM
1338
Murphy Pohlad Asset Management
Minnesota
$2.11M -$239K -2,690 -10%
SAM
1339
Shamrock Asset Management
Texas
$2.1M -$178K -2,010 -8%
MF
1340
Magnetar Financial
Illinois
$2.1M +$2.19M +24,693 New
BDF
1341
Balasa Dinverno & Foltz
$2.1M -$344K -3,879 -14%
WA
1342
WealthTrust Axiom
Pennsylvania
$2.1M -$18.9K -213 -0.9%
WI
1343
Wedgewood Investors
Pennsylvania
$2.08M -$12.4K -140 -0.6%
AHS
1344
Aspiriant Holdings S3
California
$2.08M -$2.32M -26,177 -52%
GAAM
1345
Guinness Atkinson Asset Management
California
$2.07M
UF
1346
Univest Financial
Pennsylvania
$2.07M +$7K +79 +0.3%
HPIA
1347
Hamilton Point Investment Advisors
North Carolina
$2.07M +$52.8K +595 +3%
CCM
1348
Crossvault Capital Management
Texas
$2.06M +$40.6K +458 +2%
GF
1349
Gerstein Fisher
New York
$2.05M -$128K -1,438 -6%
BFA
1350
Benedict Financial Advisors
Georgia
$2.05M +$41.9K +473 +2%

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.