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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
RCWMU
1601
Rothschild & Co Wealth Management (UK)
United Kingdom
$958K +$25.9K +301 +3%
LWM
1602
LBA Wealth Management
Florida
$957K -$19.1K -222 -2%
CRC
1603
Curi RMB Capital
Illinois
$956K +$4.04K +47 +0.4%
ADMI
1604
Albert D. Mason Inc
Massachusetts
$951K -$2.7M -31,450 -73%
RMC
1605
Regis Management Company
California
$948K -$13.4K -156 -1%
IAMOG
1606
Investors Asset Management of Georgia
Georgia
$945K +$53.7K +625 +6%
RIA
1607
Regal Investment Advisors
Michigan
$944K -$4.81K -56 -0.5%
VWM
1608
Vector Wealth Management
Minnesota
$935K +$2.75K +32 +0.3%
SFS
1609
Summit Financial Strategies
Ohio
$935K +$488K +5,672 +104%
KC
1610
Kingfisher Capital
North Carolina
$931K -$41.2K -479 -4%
BAM
1611
Bruderman Asset Management
New York
$924K +$11K +128 +1%
MPM
1612
Meritage Portfolio Management
Kansas
$917K +$72.6K +845 +8%
CD
1613
Carl Domino
Florida
$916K +$226K +2,624 +31%
DI
1614
Dalton Investments
Nevada
$915K
AIS
1615
American Investment Services
Massachusetts
$914K +$945K +10,987 New
DSAM
1616
Dock Street Asset Management
Florida
$911K
ACI
1617
Alpha Cubed Investments
California
$909K +$6.45K +75 +0.7%
Simplex Trading
1618
Simplex Trading
Illinois
$899K +$930K +10,816 New
AM
1619
Account Management
Massachusetts
$897K +$84.3K +980 +10%
SIM
1620
SSI Investment Management
California
$895K -$42.5K -494 -4%
RWA
1621
River Wealth Advisors
Pennsylvania
$895K +$1.2K +14 +0.1%
CPS
1622
Counsel Portfolio Services
Ontario, Canada
$890K
AI
1623
Accredited Investors
Minnesota
$889K +$21.5K +250 +2%
MIM
1624
Miller Investment Management
Pennsylvania
$888K -$8.6K -100 -0.9%
ANB
1625
Amarillo National Bank
Texas
$888K -$6.02K -70 -0.7%

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.