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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
CG
1501
Caprock Group
Idaho
$1.35M -$12.1K -136 -0.8%
AIA
1502
AIMZ Investment Advisors
California
$1.35M +$13.5K +152 +1%
FBP
1503
Flippin Bruce & Porter
Virginia
$1.34M -$4.43K -50 -0.3%
AAM
1504
Auxier Asset Management
Oregon
$1.33M -$1.54M -17,405 -53%
GAM
1505
Gemmer Asset Management
California
$1.33M +$87.8K +990 +7%
BA
1506
Birinyi Associates
Connecticut
$1.33M -$2.17M -24,424 -61%
SAMC
1507
Shinko Asset Management Company
Japan
$1.33M -$55.9K -630 -4%
LPC
1508
Loeb Partners Corp
New York
$1.31M -$44.3K -500 -3%
KIM
1509
Karpus Investment Management
New York
$1.31M +$106K +1,200 +8%
LC
1510
Lincoln Capital
Nebraska
$1.3M +$177 +2 +0%
CHA
1511
Cedar Hill Associates
Illinois
$1.3M -$10.8K -122 -0.8%
KA
1512
Klingman & Associates
New York
$1.3M -$45.8K -516 -3%
LWM
1513
Lyons Wealth Management
Florida
$1.3M -$13.3K -150 -1%
EML
1514
Eos Management LP
New York
$1.3M
NFG
1515
Nadler Financial Group
Illinois
$1.29M +$93.4K +1,053 +7%
HBWM
1516
Hollow Brook Wealth Management
New York
$1.28M
PAA
1517
Peregrine Asset Advisers
Oregon
$1.27M +$28.7K +324 +2%
SFM
1518
Signet Financial Management
New Jersey
$1.27M +$886K +9,992 +200%
FMT
1519
First Mercantile Trust
Tennessee
$1.27M
JWM
1520
Jacobus Wealth Management
Wisconsin
$1.26M -$3.55K -40 -0.3%
FMLI
1521
Fukoku Mutual Life Insurance
Japan
$1.25M -$239K -2,700 -15%
SG
1522
Somerset Group
Minnesota
$1.25M -$2.66K -30 -0.2%
CCM
1523
Compass Capital Management
Minnesota
$1.25M -$25.2K -284 -2%
W
1524
Wealthquest
Ohio
$1.25M +$9.67K +109 +0.7%
Pacer Advisors
1525
Pacer Advisors
Pennsylvania
$1.24M +$1.3M +14,640 New

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.