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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
CW
1376
Cabot-Wellington
Massachusetts
$1.93M -$3.34M -37,656 -62%
TCMG
1377
TSP Capital Management Group
New Jersey
$1.92M
FFA
1378
Fragasso Financial Advisors
Pennsylvania
$1.92M +$29.1K +328 +1%
CL
1379
Choreo LLC
Illinois
$1.91M -$130K -1,462 -6%
BCM
1380
Blume Capital Management
California
$1.91M -$131K -1,474 -6%
BWFA
1381
Baltimore-Washington Financial Advisors
Maryland
$1.91M -$104K -1,174 -5%
BOCM
1382
Bontempo Ohly Capital Management
Maryland
$1.91M +$1.99M +22,441 New
AAM
1383
Autus Asset Management
Arizona
$1.9M +$885K +9,984 +80%
IA
1384
IndexIQ Advisors
New York
$1.9M -$562K -6,334 -22%
GIP
1385
Greatmark Investment Partners
Georgia
$1.89M +$57.7K +651 +3%
TFF
1386
The Family Firm
Maryland
$1.89M -$41.4K -467 -2%
SMC
1387
Smith, Moore & Co
Missouri
$1.89M -$93K -1,049 -5%
RHDIC
1388
R.H. Dinel Investment Counsel
California
$1.87M
SAM
1389
Strategy Asset Managers
California
$1.87M +$149K +1,676 +8%
MM
1390
Midas Management
New York
$1.87M +$1.95M +22,000 New
MIM
1391
Montgomery Investment Management
Maryland
$1.86M
GWM
1392
Gupta Wealth Management
California
$1.86M +$1.94M +21,872 New
BJL
1393
Brighton Jones LLC
Washington
$1.86M -$369K -4,165 -16%
ZCA
1394
Zeke Capital Advisors
Pennsylvania
$1.84M -$39.2K -442 -2%
WBG
1395
Wharton Business Group
Pennsylvania
$1.84M +$459K +5,175 +31%
WCM
1396
Weik Capital Management
Pennsylvania
$1.83M -$77.5K -874 -4%
Tudor Investment Corp
1397
Tudor Investment Corp
Connecticut
$1.83M +$1.15M +12,995 +152%
CAM
1398
CG Asset Management
New York
$1.83M -$44.3K -500 -2%
MMG
1399
Monetary Management Group
Missouri
$1.83M -$24.4K -275 -1%
FUBT
1400
First United Bank & Trust
Maryland
$1.83M +$293K +3,308 +18%

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.