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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
AHS
1326
Aspiriant Holdings S3
California
$2.04M +$5.76K +67 +0.3%
AMM
1327
American Money Management
California
$2.03M +$33.1K +385 +2%
GAAM
1328
Guinness Atkinson Asset Management
California
$2.03M
LOAMS
1329
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.03M -$420K -4,882 -17%
WI
1330
Wedgewood Investors
Pennsylvania
$2.03M -$8.6K -100 -0.4%
JPTCCM
1331
J.P. Turner & Co Capital Management
Georgia
$2.03M -$352K -4,092 -14%
TCM
1332
Tradition Capital Management
New Jersey
$2.02M -$135K -1,576 -6%
WA
1333
WealthTrust Axiom
Pennsylvania
$2.02M -$29.1K -338 -1%
CCM
1334
Crossvault Capital Management
Texas
$2.02M +$4.81K +56 +0.2%
GIA
1335
Gargoyle Investment Advisor
New Jersey
$2.02M +$2.09M +24,259 New
Tudor Investment Corp
1336
Tudor Investment Corp
Connecticut
$2.01M +$226K +2,626 +12%
FI
1337
FormulaFolio Investments
Michigan
$2.01M +$924K +10,742 +80%
FA
1338
FDx Advisors
Illinois
$2.01M -$394K -4,586 -16%
GWM
1339
Gupta Wealth Management
California
$2.01M +$194K +2,253 +10%
BE
1340
Bonness Enterprises
District of Columbia
$1.99M
MBT
1341
Monroe Bank & Trust
Michigan
$1.98M -$419K -4,875 -17%
RG
1342
Renaissance Group
Kentucky
$1.98M +$57.2K +665 +3%
EWA
1343
Exencial Wealth Advisors
Oklahoma
$1.97M -$18.2K -212 -0.9%
SAM
1344
Strategy Asset Managers
California
$1.97M +$137K +1,588 +7%
BFA
1345
Benedict Financial Advisors
Georgia
$1.96M +$12.9K +150 +0.6%
NIC
1346
Northwest Investment Counselors
Oregon
$1.95M +$32.5K +378 +2%
BKA
1347
Brick & Kyle Associates
Pennsylvania
$1.94M -$34.4K -400 -2%
WFI
1348
West Family Investments
California
$1.93M
EWM
1349
Evermay Wealth Management
Virginia
$1.93M -$56.7K -660 -3%
WWM
1350
Willingdon Wealth Management
North Carolina
$1.91M -$914K -10,629 -32%

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.