We are live on ! Find out more
XOM icon

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
CCM
1576
Coldstream Capital Management
Washington
$1.06M -$32K -361 -3%
DCM
1577
Dynamic Capital Management
Jersey
$1.06M +$1.11M +12,490 New
KA
1578
Kovack Advisors
Florida
$1.06M +$123K +1,387 +13%
JDR
1579
Jay D. Rosenbaum
$1.06M -$62.1K -700 -5%
OSNBOA
1580
Old Second National Bank of Aurora
Illinois
$1.06M -$1.06K -12 -0.1%
MSTVIM
1581
Messner & Smith Theme Value Investment Management
California
$1.05M +$513K +5,790 +87%
CL
1582
CPWM LLC
Washington
$1.05M -$51.9K -585 -5%
NCMW
1583
Northern Capital Management (Wisconsin)
Wisconsin
$1.05M +$32.8K +370 +3%
IP
1584
Investment Partners
Ohio
$1.05M -$70.8K -798 -6%
BLAM
1585
Bourne Lent Asset Management
New York
$1.04M +$1.09M +12,279 New
PRS
1586
Pinkerton Retirement Specialists
Idaho
$1.04M +$984K +11,092 +1,189%
HTI
1587
Hikari Tsushin Inc
Japan
$1.04M -$1.09M -12,250 -50%
CBT
1588
Central Bank & Trust
Kentucky
$1.04M -$185K -2,082 -15%
FPFS
1589
First Personal Financial Services
North Carolina
$1.04M -$3.12M -35,205 -74%
11A
1590
10-15 Associates
New York
$1.04M +$1.15K +13 +0.1%
EGA
1591
E&G Advisors
Texas
$1.04M +$10.1K +114 +0.9%
VNA
1592
Valley National Advisers
Pennsylvania
$1.03M +$382K +4,311 +55%
CI
1593
Capital International
California
$1.03M +$1.07M +12,100 New
OC
1594
Oakworth Capital
Alabama
$1.03M +$88.1K +993 +9%
PCMK
1595
Paragon Capital Management (Kansas)
Kansas
$1.03M +$167K +1,880 +18%
ACM
1596
Argyle Capital Management
Pennsylvania
$1.02M
CCP
1597
Clough Capital Partners
Massachusetts
$1.02M
MFP
1598
Michael F. Price
$1.02M
MC
1599
Mathes Company
New York
$1.02M +$17.7K +200 +2%
WAM
1600
Winslow Asset Management
Ohio
$1.01M

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.