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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
KLWA
1426
Kelly Lawrence W & Associates
California
$1.56M +$684K +7,960 +73%
MIC
1427
Meridian Investment Counsel
California
$1.56M -$43K -500 -3%
SIMM
1428
Stillwater Investment Management (Minnesota)
Minnesota
$1.56M +$13.7K +159 +0.9%
GAM
1429
Gould Asset Management
California
$1.55M
HHGA
1430
Halbert Hargrove Global Advisors
California
$1.55M -$81K -942 -5%
PGA
1431
Portland Global Advisors
Maine
$1.55M +$20.8K +242 +1%
NEPPG
1432
New England Professional Planning Group
Rhode Island
$1.54M -$3.35K -39 -0.2%
EDRE
1433
Edmond de Rothschild (Europe)
Luxembourg
$1.54M +$1.59M +18,505 New
ECAM
1434
East Coast Asset Management
Massachusetts
$1.54M -$23.6K -275 -1%
BP
1435
Ballentine Partners
Massachusetts
$1.53M -$19.6K -228 -1%
RIM
1436
Reliant Investment Management
Tennessee
$1.53M -$1.72K -20 -0.1%
ACM
1437
Academy Capital Management
Texas
$1.53M +$30.4K +354 +2%
CCM
1438
Coldstream Capital Management
Washington
$1.53M +$501K +5,824 +46%
CPO
1439
Cerity Partners OCIO
New York
$1.52M -$2.49K -29 -0.2%
GLI
1440
Guardian Life Insurance
New York
$1.52M -$2.23K -26 -0.1%
VIMU
1441
Veritas Investment Management (UK)
United Kingdom
$1.52M -$688K -8,000 -30%
CG
1442
Caprock Group
Idaho
$1.52M +$200K +2,328 +15%
SCA
1443
STALEY CAPITAL ADVISERS
Pennsylvania
$1.51M +$1.12K +13 +0.1%
DAM
1444
Doheny Asset Management
California
$1.51M -$25.9K -301 -2%
FM
1445
Family Management
New York
$1.5M +$439K +5,102 +39%
MGAM
1446
McGowan Group Asset Management
Texas
$1.5M +$1.26M +14,600 +428%
LD
1447
Lipe & Dalton
New York
$1.49M
BCM
1448
Beck Capital Management
Texas
$1.49M +$45.3K +527 +3%
AA
1449
Alesco Advisors
New York
$1.49M -$153K -1,775 -9%
GC
1450
Garde Capital
Washington
$1.48M +$9.89K +115 +0.7%

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.