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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
CYG
1701
Clean Yield Group
Vermont
$727K -$52K -586 -6%
IFS
1702
Ifrah Financial Services
Arkansas
$724K +$20.9K +236 +3%
LK
1703
Lumbard & Kellner
New Hampshire
$721K
AAM
1704
Azzad Asset Management
Virginia
$721K +$437K +4,927 +139%
SLA
1705
Silver Lake Advisory
Utah
$720K +$1.95K +22 +0.3%
SHWM
1706
Smith & Howard Wealth Management
Georgia
$719K -$33.2K -374 -4%
GWA
1707
Genesis Wealth Advisors
Massachusetts
$718K -$182K -2,052 -19%
NIM
1708
Nexus Investment Management
Ontario, Canada
$714K +$177K +2,000 +31%
CD
1709
Carl Domino
Florida
$713K -$356K -4,016 -32%
KIA
1710
Kopp Investment Advisors
Minnesota
$712K -$3.37K -38 -0.5%
TWI
1711
Thomas White International
Illinois
$712K +$743K +8,375 New
SCP
1712
Sandhill Capital Partners
New York
$710K +$3.55K +40 +0.5%
CS
1713
Credential Securities
$707K +$56.5K +637 +8%
AFIA
1714
America First Investment Advisors
Nebraska
$707K
DA
1715
Dillon & Associates
Michigan
$705K -$22.2K -250 -3%
QIM
1716
Quest Investment Management
Oregon
$697K
SRC
1717
Stone Run Capital
New York
$691K
BBPWM
1718
Blue Bell Private Wealth Management
Pennsylvania
$690K -$7.18K -81 -1%
CA
1719
CapWealth Advisors
Tennessee
$686K -$1.44M -16,189 -67%
CFA
1720
Capstone Financial Advisors
Illinois
$684K +$26.2K +295 +4%
DAS
1721
Dynamic Advisor Solutions
Arizona
$682K +$248K +2,800 +54%
TAM
1722
Troy Asset Management
United Kingdom
$680K
SCM
1723
Southport Capital Management
Tennessee
$679K +$177 +2 +0%
CCB
1724
Cutter & Co Brokerage
Missouri
$679K +$57.1K +644 +9%
OC
1725
Oppenheimer & Close
New York
$677K +$148K +1,670 +27%

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.