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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
LIM
1351
Loudon Investment Management
New Hampshire
$2.05M +$170K +1,920 +9%
PFM
1352
PacWest Financial Management
Arizona
$2.05M +$231K +2,600 +12%
AMM
1353
American Money Management
California
$2.04M +$372K +4,199 +21%
SAM
1354
Security Asset Management
New York
$2.04M
ACA
1355
Anchor Capital Advisors
Massachusetts
$2.04M +$21.4K +241 +1%
HCA
1356
Horan Capital Advisors
Ohio
$2.03M -$31.1K -351 -1%
MIC
1357
MU Investments Company
Japan
$2.03M -$164K -1,850 -7%
EWM
1358
Evermay Wealth Management
Virginia
$2.03M -$124K -1,400 -6%
PAG
1359
Pinnacle Advisory Group
Maryland
$2.03M +$8.51K +96 +0.4%
BE
1360
Bonness Enterprises
District of Columbia
$2.03M
BKA
1361
Brick & Kyle Associates
Pennsylvania
$2.01M -$90.9K -1,025 -4%
EA
1362
Emerald Advisers
Pennsylvania
$2.01M +$15.8K +178 +0.8%
WFI
1363
West Family Investments
California
$1.98M
FWM
1364
Frontier Wealth Management
Missouri
$1.97M +$793K +8,938 +63%
FCFC
1365
First Commonwealth Financial Corp
Pennsylvania
$1.97M -$1.17M -13,222 -36%
RG
1366
Renaissance Group
Kentucky
$1.96M +$3.72K +42 +0.2%
FHC
1367
First Heartland Consultants
Missouri
$1.96M +$15K +169 +0.7%
NIC
1368
Northwest Investment Counselors
Oregon
$1.96M +$23.4K +264 +1%
KA
1369
KLCM Advisors
Wisconsin
$1.96M +$17.7K +200 +0.9%
PVWM
1370
Point View Wealth Management
New Jersey
$1.96M +$108K +1,214 +6%
CAM
1371
Centre Asset Management
New York
$1.95M +$1.24M +13,943 +155%
AC
1372
Alexandria Capital
Virginia
$1.95M -$181K -2,046 -8%
FCT
1373
Family Capital Trust
Massachusetts
$1.94M -$85.8K -968 -4%
PMG
1374
ProVise Management Group
Florida
$1.94M -$107K -1,210 -5%
QC
1375
QCM Cayman
Texas
$1.93M +$2.02M +22,736 New

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.