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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
WCM
1526
Westend Capital Management
California
$1.24M -$621 -7 -0%
ANTB
1527
AMG National Trust Bank
Colorado
$1.24M -$406K -4,578 -24%
Westfield Capital Management
1528
Westfield Capital Management
Massachusetts
$1.24M -$111K -1,256 -8%
ABP
1529
Arthur B. Page
$1.23M -$75.8K -855 -6%
CPIG
1530
Chicago Partners Investment Group
Illinois
$1.22M -$103K -1,156 -8%
RPA
1531
Rock Point Advisors
Vermont
$1.22M -$243K -2,735 -16%
AF
1532
Affiance Financial
Minnesota
$1.21M -$1.69K -19 -0.1%
GGI
1533
Godsey & Gibb Inc
Virginia
$1.21M +$157K +1,765 +14%
PHAM
1534
Palisades Hudson Asset Management
Florida
$1.2M
BWA
1535
Burt Wealth Advisors
Maryland
$1.2M -$4.43K -50 -0.4%
CIP
1536
Cornerstone Investment Partners
Georgia
$1.19M -$209K -2,355 -14%
VFP
1537
Verus Financial Partners
Virginia
$1.18M +$1.33K +15 +0.1%
CCWA
1538
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$12.8K +144 +1%
CSS
1539
Cubist Systematic Strategies
Connecticut
$1.17M -$902K -10,168 -42%
MC
1540
Montag & Caldwell
Georgia
$1.17M
PAS
1541
Professional Advisory Services
Florida
$1.17M -$9.79M -110,413 -89%
ECM
1542
EagleClaw Capital Management
Massachusetts
$1.17M
PIM
1543
Parasol Investment Management
Illinois
$1.17M +$208K +2,350 +21%
TB
1544
Terril Brothers
Missouri
$1.17M -$226K -2,554 -16%
TAM
1545
Todd Asset Management
Kentucky
$1.16M +$5.32K +60 +0.4%
AF
1546
Allworth Financial
California
$1.16M -$114K -1,285 -9%
SSI
1547
Scott & Selber Inc
Texas
$1.16M +$3.02K +34 +0.3%
MWM
1548
Modera Wealth Management
New Jersey
$1.15M -$47.1K -531 -4%
BOS
1549
Bank of Stockton
California
$1.15M -$67.9K -766 -5%
WPIC
1550
White Pine Investment Company
Michigan
$1.14M -$11.5K -130 -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.