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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
KBG
1451
Kahn Brothers Group
New York
$1.47M
WFG
1452
Windsor Financial Group
Minnesota
$1.47M +$29.6K +344 +2%
AF
1453
Allworth Financial
California
$1.47M +$341K +3,969 +29%
SSWM
1454
Sheets Smith Wealth Management
North Carolina
$1.46M -$161K -1,867 -10%
BEAM
1455
Baker Ellis Asset Management
Washington
$1.45M -$17.2K -200 -1%
SNBOSD
1456
Security National Bank of So Dak
Iowa
$1.45M -$126K -1,460 -8%
KWMG
1457
King Wealth Management Group
Florida
$1.45M +$1.5M +17,432 New
NCM
1458
Novare Capital Management
North Carolina
$1.44M -$28.1K -327 -2%
FRM
1459
Foundation Resource Management
Arkansas
$1.44M -$108K -1,262 -7%
GAG
1460
GM Advisory Group
New York
$1.44M -$186K -2,168 -11%
EGM
1461
Engineers Gate Manager
New York
$1.44M -$1.95M -22,693 -57%
SCM
1462
Southport Capital Management
Tennessee
$1.44M +$799K +9,290 +116%
RGC
1463
Roberts, Glore & Co
Illinois
$1.44M -$18.7K -218 -1%
AIA
1464
Affinity Investment Advisors
California
$1.43M +$731K +8,500 +98%
CL
1465
CPWM LLC
Washington
$1.43M +$410K +4,768 +38%
FMB
1466
Field & Main Bank
Kentucky
$1.42M -$6.45K -75 -0.4%
GHAM
1467
Gilman Hill Asset Management
Connecticut
$1.41M -$10.7K -125 -0.7%
FC
1468
Fayerweather Charles
$1.41M -$4.3K -50 -0.3%
PFS
1469
Prospera Financial Services
Texas
$1.41M -$946 -11 -0.1%
CCMW
1470
Cypress Capital Management (Wyoming)
Wyoming
$1.4M -$238K -2,764 -14%
SFA
1471
Sequoia Financial Advisors
Ohio
$1.4M +$322K +3,746 +29%
BIM
1472
Baldwin Investment Management
Pennsylvania
$1.4M -$20.6K -240 -1%
CCMT
1473
CMT Capital Markets Trading
Germany
$1.4M +$1.44M +16,797 New
FNBOH
1474
First National Bank of Hutchinson
Kansas
$1.39M -$61K -710 -4%
HCP
1475
Holt Capital Partners
Texas
$1.38M +$533K +6,203 +60%

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.