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
BIA
1601
Biondo Investment Advisors
Pennsylvania
$1.01M -$28.4K -320 -3%
SCM
1602
Salem Capital Management
Massachusetts
$1.01M -$388K -4,375 -27%
AWP
1603
Ascent Wealth Partners
New York
$1.01M +$28.8K +325 +3%
WCM
1604
Wealthcare Capital Management
Virginia
$1M +$269K +3,028 +34%
FHB
1605
First Hawaiian Bank
Hawaii
$1M -$602K -6,789 -37%
LRIC
1606
Long Road Investment Counsel
Michigan
$996K -$24.3K -274 -2%
LWM
1607
LBA Wealth Management
Florida
$996K +$89 +1 +0%
KC
1608
Kingfisher Capital
North Carolina
$992K -$60.9K -687 -6%
TA
1609
TBP Advisors
New York
$986K +$266K +3,000 +35%
SDJVC
1610
St. Denis J. Villere & Co
Louisiana
$985K -$175K -1,975 -15%
RMC
1611
Regis Management Company
California
$982K +$31.9K +360 +3%
BCM
1612
Bluefin Capital Management
New York
$979K -$2.04M -22,995 -67%
CRC
1613
Curi RMB Capital
Illinois
$972K -$5.85M -65,925 -85%
RIA
1614
Regal Investment Advisors
Michigan
$970K +$601K +6,783 +147%
BWP
1615
BSW Wealth Partners
Colorado
$960K -$534K -6,021 -35%
SIM
1616
SSI Investment Management
California
$958K -$207K -2,336 -17%
CPA
1617
Cowen Prime Advisors
New York
$958K -$141K -1,585 -12%
RCWMU
1618
Rothschild & Co Wealth Management (UK)
United Kingdom
$953K -$488K -5,500 -33%
VWM
1619
Vector Wealth Management
Minnesota
$953K +$113K +1,273 +13%
DWM
1620
Dakota Wealth Management
Florida
$944K +$32.1K +362 +3%
ACI
1621
Advance Capital I
Michigan
$944K +$984K +11,100 New
FIM
1622
Freedom Investment Management
Connecticut
$936K +$70.2K +792 +8%
DI
1623
Dalton Investments
Nevada
$935K
BAM
1624
Bruderman Asset Management
New York
$933K +$974K +10,982 New
DSAM
1625
Dock Street Asset Management
Florida
$931K -$286K -3,222 -23%

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.