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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
CCB
1701
Cutter & Co Brokerage
Missouri
$667K +$2.84K +33 +0.4%
SMM
1702
Stadion Money Management
Georgia
$665K -$210K -2,448 -23%
TAM
1703
Troy Asset Management
United Kingdom
$665K
IC
1704
Intersect Capital
California
$663K -$187K -2,172 -21%
AWM
1705
AllSquare Wealth Management
New York
$663K +$17.2K +200 +3%
GJCM
1706
Grand Jean Capital Management
California
$659K
WCBA
1707
Weaver C. Barksdale & Associates
Tennessee
$656K
DA
1708
Dillon & Associates
Michigan
$655K -$34.4K -400 -5%
CYG
1709
Clean Yield Group
Vermont
$653K -$60.4K -702 -8%
AWM
1710
Affinity Wealth Management
Delaware
$652K
TAM
1711
Trillium Asset Management
Massachusetts
$649K +$161K +1,875 +32%
DAS
1712
Dynamic Advisor Solutions
Arizona
$647K -$21.4K -249 -3%
LIA
1713
LBMC Investment Advisors
Tennessee
$647K +$4.81K +56 +0.7%
LFA
1714
Landmark Financial Advisors
Kentucky
$642K +$1.64M +19,110 +376%
MWP
1715
Moller Wealth Partners
$639K -$81.4K -947 -11%
AT
1716
Argent Trust
Texas
$627K +$12.9K +150 +2%
NA
1717
Nottingham Advisors
New York
$626K +$8.6K +100 +1%
WA
1718
WESPAC Advisors
California
$626K +$17.2K +200 +3%
DVM
1719
Dreman Value Management
Florida
$623K +$78.3K +911 +14%
ST
1720
Sphinx Trading
Illinois
$616K +$636K +7,400 New
CFA
1721
Capstone Financial Advisors
Illinois
$615K -$55.5K -645 -8%
PIM
1722
Provident Investment Management
Michigan
$603K -$495K -5,752 -44%
JAFL
1723
Jay A. Fishman Ltd
Michigan
$599K
BB
1724
Bell Bank
North Dakota
$599K -$61.2K -712 -9%
EBSAM
1725
Eubel Brady & Suttman Asset Management
Ohio
$592K +$946 +11 +0.2%

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.