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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
DDC
1401
DF Dent & Co
Maryland
$1.82M +$242K +2,734 +15%
LGC
1402
Laurel Grove Capital
California
$1.81M -$76.7K -865 -4%
FC
1403
Forte Capital
New York
$1.81M -$28.8K -325 -2%
OCM
1404
Osterweis Capital Management
California
$1.8M -$72.3K -815 -4%
LAIC
1405
Lederer & Associates Investment Counsel
California
$1.8M +$37.7K +425 +2%
MFS
1406
Monetta Financial Services
Illinois
$1.78M +$1.86M +21,000 New
FPCM
1407
Financial Partners Capital Management
New York
$1.78M
BCA
1408
Bray Capital Advisors
Florida
$1.78M +$132K +1,493 +8%
CNFG
1409
Creegan & Nassoura Financial Group
New Hampshire
$1.77M -$6.65K -75 -0.4%
EHWM
1410
Eads & Heald Wealth Management
Georgia
$1.77M -$29.4K -332 -2%
FHC
1411
First Houston Capital
Texas
$1.77M -$505K -5,700 -21%
SIP
1412
Stoneridge Investment Partners
Pennsylvania
$1.77M +$1.84M +20,777 New
PH
1413
Pinnacle Holdings
Oklahoma
$1.76M -$216K -2,437 -11%
CFSG
1414
Community Financial Services Group
Vermont
$1.76M +$52.6K +593 +3%
AIM
1415
Arcadia Investment Management
Michigan
$1.74M -$1.03M -11,584 -36%
DMC
1416
Drexel Morgan & Co
Pennsylvania
$1.74M +$173K +1,946 +10%
FAM
1417
Fenimore Asset Management
New York
$1.72M
AAM
1418
Augustine Asset Management
Florida
$1.71M +$867K +9,779 +98%
EI
1419
Excelsia Inc
Georgia
$1.7M +$26.6K +300 +2%
NIMI
1420
Natixis Investment Managers International
France
$1.7M -$282K -3,178 -14%
CHP
1421
Cable Hill Partners
Oregon
$1.7M +$171K +1,925 +11%
OIA
1422
Optimum Investment Advisors
Illinois
$1.69M -$963K -10,858 -35%
GCP
1423
GSA Capital Partners
United Kingdom
$1.69M +$1.19M +13,469 +210%
CCA
1424
Conestoga Capital Advisors
Pennsylvania
$1.68M -$79.8K -900 -4%
OFS
1425
Orrstown Financial Services
Pennsylvania
$1.68M -$19.2K -216 -1%

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.