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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
BIA
1576
Biondo Investment Advisors
Pennsylvania
$1.02M +$34.4K +400 +3%
BLAM
1577
Bourne Lent Asset Management
New York
$1.02M -$1.03K -12 -0.1%
PCMK
1578
Paragon Capital Management (Kansas)
Kansas
$1M
ACM
1579
Argyle Capital Management
Pennsylvania
$1M +$5.16K +60 +0.5%
WAM
1580
Winslow Asset Management
Ohio
$1M +$11.1K +129 +1%
AWP
1581
Ascent Wealth Partners
New York
$1M +$17.5K +204 +2%
SSA
1582
South Street Advisors
New York
$999K -$15.2K -177 -1%
CCP
1583
Clough Capital Partners
Massachusetts
$998K
MFP
1584
Michael F. Price
$998K
MC
1585
Mathes Company
New York
$994K -$3.27K -38 -0.3%
UAS
1586
United Asset Strategies
New York
$994K +$308K +3,577 +43%
EGA
1587
E&G Advisors
Texas
$991K -$22.9K -266 -2%
CI
1588
Capital International
California
$990K -$17.2K -200 -2%
Rafferty Asset Management
1589
Rafferty Asset Management
New York
$990K +$374K +4,345 +58%
SCM
1590
Salem Capital Management
Massachusetts
$988K
KIA
1591
King Investment Advisors
Texas
$987K -$456K -5,309 -31%
LRIC
1592
Long Road Investment Counsel
Michigan
$975K
ECM
1593
Ensemble Capital Management
California
$975K +$798K +9,280 +381%
ZF
1594
Zhang Financial
Michigan
$973K +$70.2K +816 +8%
KA
1595
Kovack Advisors
Florida
$966K -$74.8K -870 -7%
SDJVC
1596
St. Denis J. Villere & Co
Louisiana
$966K +$2.49K +29 +0.3%
BWP
1597
BSW Wealth Partners
Colorado
$965K +$26.3K +306 +3%
IPC
1598
Independent Portfolio Consultants
Florida
$965K +$96.6K +1,124 +11%
PWMAG
1599
Pinnacle Wealth Management Advisory Group
New Jersey
$962K -$114K -1,329 -10%
JG
1600
Jefferies Group
New York
$962K +$819K +9,523 +466%

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.