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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
TB
1551
Terril Brothers
Missouri
$1.09M -$43K -500 -4%
QCG
1552
Quadrant Capital Group
Ohio
$1.08M +$1.13M +13,144 New
TC
1553
TradeLink Capital
Illinois
$1.08M +$1.12M +12,995 New
NEPWA
1554
New England Private Wealth Advisors
Massachusetts
$1.08M +$364K +4,231 +48%
JAM
1555
Jolley Asset Management
North Carolina
$1.08M -$14.3K -166 -1%
CK
1556
Cohen Klingenstein
New York
$1.08M
HRC
1557
Hoertkorn Richard Charles
$1.08M
SOAMC
1558
Spirit of America Management Corp
New York
$1.06M
PHAM
1559
Palisades Hudson Asset Management
Florida
$1.06M -$120K -1,393 -10%
TAM
1560
Todd Asset Management
Kentucky
$1.05M -$88.6K -1,031 -8%
BOS
1561
Bank of Stockton
California
$1.05M -$74.6K -868 -6%
SIA
1562
Sit Investment Associates
Minnesota
$1.05M
IIM
1563
Ironwood Investment Management
Massachusetts
$1.05M
CCM
1564
Carlson Capital Management
Minnesota
$1.05M -$25.7K -299 -2%
CBT
1565
Central Bank & Trust
Kentucky
$1.05M +$30.3K +352 +3%
WA
1566
Wealth Architects
California
$1.04M +$216K +2,511 +25%
DDPIC
1567
Deroy & Devereaux Private Investment Counsel
Michigan
$1.04M -$6.45K -75 -0.6%
BO
1568
BRR OpCo
Ohio
$1.04M +$168K +1,958 +19%
JDR
1569
Jay D. Rosenbaum
$1.04M
MSTVIM
1570
Messner & Smith Theme Value Investment Management
California
$1.03M
W
1571
Wealthfront
California
$1.03M +$143K +1,658 +15%
NCM
1572
Noesis Capital Mangement
Florida
$1.03M -$46K -535 -4%
IP
1573
Investment Partners
Ohio
$1.02M +$1.46K +17 +0.1%
OSNBOA
1574
Old Second National Bank of Aurora
Illinois
$1.02M -$12.7K -148 -1%
MA
1575
MCF Advisors
Kentucky
$1.02M +$523K +6,081 +98%

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.