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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
CG
1476
Clinton Group
New York
$1.38M +$1.42M +16,531 New
RHJA
1477
Rice Hall James & Associates
California
$1.37M -$25.8K -300 -2%
SAM
1478
Shamrock Asset Management
Texas
$1.37M -$714K -8,310 -34%
CCM
1479
Compass Capital Management
Minnesota
$1.36M +$148K +1,716 +12%
RIG
1480
Roosevelt Investment Group
New York
$1.36M -$105K -1,226 -7%
FBA
1481
Front Barnett Associates
Illinois
$1.36M
TT
1482
Tiedemann Trust
Delaware
$1.35M -$14.9K -173 -1%
FCMC
1483
Founders Capital Management (Connecticut)
Connecticut
$1.35M -$137K -1,597 -9%
PAM
1484
Peak Asset Management
Colorado
$1.34M +$717K +8,345 +107%
BHB
1485
Bank Hapoalim BM
Israel
$1.33M -$63.2K -735 -4%
VNA
1486
Valley National Advisers
Pennsylvania
$1.33M +$330K +3,833 +32%
AIM
1487
Aspen Investment Management
Michigan
$1.33M
AIA
1488
AIMZ Investment Advisors
California
$1.32M +$172 +2 +0%
LC
1489
Lincoln Capital
Nebraska
$1.31M +$34.5K +401 +3%
MC
1490
Martin Currie
United Kingdom
$1.31M -$275K -3,200 -17%
PMFA
1491
Plante Moran Financial Advisors
Michigan
$1.31M +$239K +2,776 +21%
CM
1492
CoreCommodity Management
Connecticut
$1.3M -$310K -3,600 -19%
AAM
1493
Auxier Asset Management
Oregon
$1.29M -$11.4K -133 -0.8%
KIM
1494
Karpus Investment Management
New York
$1.28M
CHA
1495
Cedar Hill Associates
Illinois
$1.28M
KA
1496
Klingman & Associates
New York
$1.27M -$860 -10 -0.1%
PAA
1497
Peregrine Asset Advisers
Oregon
$1.27M +$25.8K +300 +2%
EML
1498
Eos Management LP
New York
$1.27M
BA
1499
Birinyi Associates
Connecticut
$1.27M -$32.7K -380 -2%
LWM
1500
Lyons Wealth Management
Florida
$1.27M

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.