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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
NEAM
1676
New England Asset Management
Connecticut
$795K +$524K +5,910 +172%
WMC
1677
Westwood Management Corporation
Illinois
$792K -$317K -3,580 -28%
AIM
1678
Assured Investment Management
New York
$790K +$824K +9,290 New
FA
1679
Financial Advantage
Maryland
$787K
FGP
1680
Foyston, Gordon, & Payne
Ontario, Canada
$787K
RAM
1681
Riggs Asset Management
Pennsylvania
$784K -$29.7K -335 -4%
MWAN
1682
Mariner Wealth Advisors (NYC)
Kansas
$784K +$818K +9,225 New
MVA
1683
Mount Vernon Associates
Maryland
$783K
LMAM
1684
Legg Mason Asset Management
Japan
$782K -$115K -1,300 -12%
DSN
1685
D. Scott Neal
Kentucky
$776K +$177 +2 +0%
SCM
1686
Stonehearth Capital Management
Massachusetts
$775K +$709 +8 +0.1%
PDM
1687
Penn Davis McFarland
Texas
$771K -$375K -4,225 -32%
BMM
1688
Berkshire Money Management
Massachusetts
$770K
CMANY
1689
Capital Management Associates (New York)
New York
$769K -$8.87K -100 -1%
MCM
1690
Marathon Capital Management
Maryland
$763K +$31.4K +354 +4%
SCM
1691
SOL Capital Management
Maryland
$762K +$35.5K +400 +5%
TFO
1692
Tarbox Family Office
California
$753K -$177 -2 -0%
NFGCM
1693
Norman Fields Gottscho Capital Management
New York
$748K -$3.39M -38,223 -81%
NEPWA
1694
New England Private Wealth Advisors
Massachusetts
$742K -$155K -1,752 -17%
FWCM
1695
First Western Capital Management
California
$741K -$80.3K -906 -9%
AIA
1696
Affinity Investment Advisors
California
$739K +$508K +5,730 +193%
MFS
1697
Madrona Financial Services
Washington
$734K -$6.83K -77 -0.9%
MWP
1698
Moller Wealth Partners
$734K
UAS
1699
United Asset Strategies
New York
$732K -$14.1K -159 -2%
WA
1700
Waverly Advisors
Alabama
$732K +$355 +4 +0%

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.