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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
MTIM
1676
Marathon Trading Investment Management
Pennsylvania
$746K +$409K +4,756 +113%
TFO
1677
Tarbox Family Office
California
$736K -$344 -4 -0%
SLA
1678
Silver Lake Advisory
Utah
$736K +$32.7K +380 +4%
NFGCM
1679
Norman Fields Gottscho Capital Management
New York
$732K
GWA
1680
Genesis Wealth Advisors
Massachusetts
$730K +$23.9K +278 +3%
WA
1681
Waverly Advisors
Alabama
$726K +$8.94K +104 +1%
CWM
1682
Confluence Wealth Management
Oregon
$724K -$350K -4,066 -32%
DSN
1683
D. Scott Neal
Kentucky
$722K -$39.5K -459 -5%
AAM
1684
Azzad Asset Management
Virginia
$720K +$15.3K +178 +2%
CIP
1685
Cornerstone Investment Partners
Georgia
$718K -$459K -5,340 -38%
MFS
1686
Madrona Financial Services
Washington
$718K
IFS
1687
Ifrah Financial Services
Arkansas
$709K
LMAM
1688
Legg Mason Asset Management
Japan
$708K -$60.2K -700 -8%
LK
1689
Lumbard & Kellner
New Hampshire
$705K
KIA
1690
Kopp Investment Advisors
Minnesota
$705K +$7.74K +90 +1%
SHWM
1691
Smith & Howard Wealth Management
Georgia
$704K +$86 +1 +0%
TWI
1692
Thomas White International
Illinois
$704K +$7.74K +90 +1%
NIM
1693
Nexus Investment Management
Ontario, Canada
$699K
KPCM
1694
Kings Point Capital Management
New York
$698K +$99.2K +1,154 +16%
Verition Fund Management
1695
Verition Fund Management
Connecticut
$694K +$424K +4,935 +145%
AFIA
1696
America First Investment Advisors
Nebraska
$692K
QIM
1697
Quest Investment Management
Oregon
$682K
BBPWM
1698
Blue Bell Private Wealth Management
Pennsylvania
$676K
SRC
1699
Stone Run Capital
New York
$673K -$3.1K -36 -0.4%
ACM
1700
Argent Capital Management
Missouri
$670K +$21.1K +245 +3%

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.