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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
HCM
1726
Hengehold Capital Management
Ohio
$676K -$25K -282 -3%
GJCM
1727
Grand Jean Capital Management
California
$673K -$32.8K -370 -4%
BB
1728
Bell Bank
North Dakota
$672K -$51K -575 -7%
WCBA
1729
Weaver C. Barksdale & Associates
Tennessee
$670K
AWM
1730
Affinity Wealth Management
Delaware
$666K +$443 +5 +0.1%
ACM
1731
Argent Capital Management
Missouri
$664K +$22.8K +257 +3%
PAM
1732
Peak Asset Management
Colorado
$663K -$78K -880 -10%
AWM
1733
AllSquare Wealth Management
New York
$660K -$59.9K -675 -8%
LIA
1734
LBMC Investment Advisors
Tennessee
$656K -$4.08K -46 -0.6%
AIP
1735
ARS Investment Partners
New York
$653K -$32.2K -363 -5%
Rafferty Asset Management
1736
Rafferty Asset Management
New York
$642K +$211K +2,376 +46%
RCM
1737
RNC Capital Management
California
$635K -$74K -835 -10%
B
1738
Bellecapital
Switzerland
$635K +$70.9K +800 +12%
NA
1739
Nottingham Advisors
New York
$631K -$56.3K -635 -8%
SKK
1740
Shepherd Kaplan Krochuk
Massachusetts
$628K -$44.3K -500 -6%
AT
1741
Argent Trust
Texas
$628K
WA
1742
WESPAC Advisors
California
$623K +$649K +7,324 New
RWM
1743
RKL Wealth Management
Pennsylvania
$621K -$40.3K -455 -6%
BWM
1744
Baystate Wealth Management
Massachusetts
$620K -$177 -2 -0%
KPCM
1745
Kings Point Capital Management
New York
$615K -$31.1K -351 -5%
PAS
1746
Partnervest Advisory Services
California
$614K +$3.19K +36 +0.5%
JAFL
1747
Jay A. Fishman Ltd
Michigan
$612K -$88.7K -1,000 -12%
NCM
1748
Northside Capital Management
Oregon
$610K
TIM
1749
Tortoise Investment Management
New York
$608K -$114K -1,287 -15%
EBSAM
1750
Eubel Brady & Suttman Asset Management
Ohio
$604K +$178K +2,010 +39%

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.