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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
CM
1651
Cornerstone Management
Georgia
$881K -$96K -1,083 -9%
RBCM
1652
Raub Brock Capital Management
California
$881K -$1.33K -15 -0.1%
AMG
1653
Asset Management Group
Connecticut
$880K -$19.3K -218 -2%
SFI
1654
SPC Financial Inc
Maryland
$878K -$56.9K -642 -6%
VKH
1655
Virtu KCG Holdings
New York
$877K +$351K +3,961 +62%
AWA
1656
ARS Wealth Advisors
Florida
$870K -$3.64K -41 -0.4%
MCMT
1657
Moon Capital Management (Tennessee)
Tennessee
$870K -$7.27K -82 -0.8%
FNBSF
1658
First National Bank Sioux Falls
South Dakota
$869K -$42.7K -481 -4%
MPM
1659
Meritage Portfolio Management
Kansas
$865K -$887 -10 -0.1%
WA
1660
Wheatland Advisors
Pennsylvania
$860K
WCM
1661
Windsor Capital Management
Arizona
$853K +$103K +1,165 +13%
WA
1662
Wealth Architects
California
$850K -$16K -180 -2%
GWCM
1663
Godshalk Welsh Capital Management
Pennsylvania
$844K -$14.2K -160 -2%
FAM
1664
Fiduciary Asset Management
Missouri
$839K
RAM
1665
Roanoke Asset Management
New Jersey
$835K -$4.43K -50 -0.5%
AM
1666
Account Management
Massachusetts
$833K -$124K -1,404 -13%
MCM
1667
Mengis Capital Management
Oregon
$830K +$88.7K +1,000 +11%
BHA
1668
Beech Hill Advisors
New York
$829K -$117K -1,325 -12%
I2I
1669
Insight 2811 Inc
Illinois
$823K -$132K -1,488 -13%
AIC
1670
Atlantic Investment Company
Georgia
$819K
RIM
1671
Regent Investment Management
Kentucky
$815K
LYV
1672
Live Your Vision
Pennsylvania
$811K
MWM
1673
Merriman Wealth Management
Washington
$809K -$31K -350 -4%
KP
1674
Keel Point
Alabama
$798K +$833K +9,390 New
PCM
1675
Perritt Capital Management
Illinois
$796K +$6.65K +75 +0.8%

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.