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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
ZF
1626
Zhang Financial
Michigan
$925K +$38.3K +432 +4%
ACI
1627
Alpha Cubed Investments
California
$922K -$155K -1,745 -14%
KLWA
1628
Kelly Lawrence W & Associates
California
$921K
NGA
1629
Naples Global Advisors
Florida
$921K +$621 +7 +0.1%
MIM
1630
Miller Investment Management
Pennsylvania
$916K +$284K +3,200 +42%
LCM
1631
Liberty Capital Management
Michigan
$914K -$6.21K -70 -0.6%
W
1632
Wealthfront
California
$913K -$519K -5,852 -35%
RWA
1633
River Wealth Advisors
Pennsylvania
$913K +$953K +10,745 New
ANB
1634
Amarillo National Bank
Texas
$912K -$40K -451 -4%
IAMOG
1635
Investors Asset Management of Georgia
Georgia
$912K +$2.22K +25 +0.2%
CPS
1636
Counsel Portfolio Services
Ontario, Canada
$910K
BEC
1637
Blue Edge Capital
Virginia
$906K -$40.5K -457 -4%
AI
1638
Accredited Investors
Minnesota
$905K +$73.1K +824 +8%
Barrow, Hanley, Mewhinney & Strauss
1639
Barrow, Hanley, Mewhinney & Strauss
Texas
$901K +$940K +10,600 New
GVT
1640
Genesee Valley Trust
New York
$900K -$1.69K -19 -0.2%
BO
1641
BRR OpCo
Ohio
$896K -$90.5K -1,021 -9%
PAMG
1642
Patton Albertson Miller Group
Tennessee
$894K -$649K -7,318 -41%
HF
1643
HRT Financial
New York
$892K +$409K +4,609 +78%
BFPW
1644
BOK Financial Private Wealth
Colorado
$891K -$135K -1,517 -13%
VIP
1645
Vantage Investment Partners
Missouri
$890K -$2.26M -25,482 -71%
IPC
1646
Independent Portfolio Consultants
Florida
$890K +$47.5K +536 +5%
SMM
1647
Stadion Money Management
Georgia
$887K +$345K +3,890 +59%
RCS
1648
Retirement Capital Strategies
California
$886K
IC
1649
Intersect Capital
California
$886K +$187K +2,112 +26%
HCP
1650
Holt Capital Partners
Texas
$883K +$33.2K +374 +4%

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.