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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
SRCM
1726
Swift Run Capital Management
Virginia
$591K
CA
1727
Cambridge Advisors
Nebraska
$586K -$1.25M -14,528 -67%
CCM
1728
Copeland Capital Management
Pennsylvania
$586K -$2.84K -33 -0.5%
AIP
1729
ARS Investment Partners
New York
$585K -$56.1K -652 -8%
CCM
1730
Canal Capital Management
Virginia
$582K -$963K -11,199 -62%
AWA
1731
ARS Wealth Advisors
Florida
$582K -$279K -3,247 -32%
TIM
1732
Tortoise Investment Management
New York
$582K -$13.5K -157 -2%
GCM
1733
Grisanti Capital Management
New York
$582K
TFA
1734
Toth Financial Advisory
Virginia
$577K +$86 +1 +0%
JRP
1735
Jasper Ridge Partners
California
$576K
ICOM
1736
Investment Counselors of Maryland
Maryland
$575K
SCM
1737
Sterneck Capital Management
Missouri
$574K +$17.2K +200 +3%
BCM
1738
Bienville Capital Management
New York
$574K +$593K +6,900 New
BOIA
1739
Bush ODonnell Investment Advisors
Missouri
$572K
PAM
1740
Premier Asset Management
Illinois
$571K +$13.8K +160 +2%
SAMC
1741
Spectrum Asset Management (California)
California
$568K -$17.2K -200 -3%
ACM
1742
Alta Capital Management
Utah
$568K +$162K +1,880 +38%
B
1743
Bellecapital
Switzerland
$566K -$57.6K -670 -9%
HCM
1744
Hilton Capital Management
New York
$564K
PFA
1745
Pure Financial Advisors
California
$564K +$582K +6,775 New
NIMC
1746
NWQ Investment Management Company
California
$559K -$8.6K -100 -1%
SJIC
1747
St. James Investment Company
Texas
$557K +$32.9K +383 +6%
NYLT
1748
New York Life Trust
New York
$556K -$29.7K -346 -5%
First Eagle Investment Management
1749
First Eagle Investment Management
New York
$551K
DLG
1750
Daniel L. Goodwin
$550K +$567K +6,600 New

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.