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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
BJL
1376
Brighton Jones LLC
Washington
$1.81M -$6.02K -70 -0.3%
SGA
1377
Strategic Global Advisors
California
$1.81M +$226K +2,630 +14%
ACS
1378
Archford Capital Strategies
Illinois
$1.81M -$338K -3,931 -15%
DDC
1379
DF Dent & Co
Maryland
$1.8M +$23K +267 +1%
CAS
1380
Cue Advisory Services
Arizona
$1.79M +$244K +2,843 +15%
CAM
1381
CG Asset Management
New York
$1.78M -$8.6K -100 -0.5%
FUBT
1382
First United Bank & Trust
Maryland
$1.78M -$7.74K -90 -0.4%
AL
1383
Aspiriant LLC
California
$1.78M +$408K +4,740 +28%
LAIC
1384
Lederer & Associates Investment Counsel
California
$1.78M +$20.6K +240 +1%
FHC
1385
First Houston Capital
Texas
$1.77M
SFM
1386
Signet Financial Management
New Jersey
$1.77M +$539K +6,271 +42%
WCM
1387
Weik Capital Management
Pennsylvania
$1.76M -$35.3K -411 -2%
FC
1388
Forte Capital
New York
$1.76M +$5.16K +60 +0.3%
OCM
1389
Osterweis Capital Management
California
$1.75M -$6.02K -70 -0.3%
LGC
1390
Laurel Grove Capital
California
$1.75M -$21.6K -251 -1%
ZCA
1391
Zeke Capital Advisors
Pennsylvania
$1.75M -$52.3K -608 -3%
CA
1392
Capital Advantage
California
$1.75M +$200K +2,328 +12%
FPCM
1393
Financial Partners Capital Management
New York
$1.75M
CNFG
1394
Creegan & Nassoura Financial Group
New Hampshire
$1.75M +$8.68K +101 +0.5%
OFS
1395
Orrstown Financial Services
Pennsylvania
$1.74M +$106K +1,234 +6%
VKH
1396
Virtu KCG Holdings
New York
$1.73M +$899K +10,453 +101%
MIAN
1397
Mariner Independent Advisor Network
Kansas
$1.72M +$114K +1,324 +7%
SIP
1398
Stoneridge Investment Partners
Pennsylvania
$1.71M -$17.2K -200 -1%
ACA
1399
Anchor Capital Advisors
Massachusetts
$1.71M -$291K -3,381 -14%
LNC
1400
Lincoln National Corp
Pennsylvania
$1.7M -$496K -5,774 -22%

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.