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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
WGCA
1776
Wolf Group Capital Advisors
Virginia
$547K
SCG
1777
Sonata Capital Group
Washington
$542K -$3.72K -42 -0.7%
ED
1778
Exane Derivatives
France
$541K +$544K +6,130 +2,554%
SJIC
1779
St. James Investment Company
Texas
$537K +$42.6K +480 +8%
MAP
1780
Managed Asset Portfolios
Michigan
$533K -$23.1K -261 -4%
CCM
1781
Carderock Capital Management
Maryland
$533K +$137K +1,541 +33%
LS
1782
Lupo Securities
Illinois
$533K +$556K +6,273 New
RPGK
1783
Retirement Planning Group (Kansas)
Kansas
$531K -$26.6K -300 -5%
JIM
1784
Jensen Investment Management
Oregon
$530K +$67.4K +760 +14%
MA
1785
MCF Advisors
Kentucky
$529K -$2.75K -31 -0.5%
FI
1786
FCM Investments
Texas
$527K
SIC
1787
SFE Investment Counsel
California
$526K -$55.6K -627 -9%
ACM
1788
Apex Capital Management
Ohio
$524K +$15.6K +176 +3%
SFG
1789
Sather Financial Group
Texas
$524K +$62.4K +704 +13%
LG
1790
LaFleur & Godfrey
Michigan
$519K
Manulife (Manufacturers Life Insurance)
1791
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$518K +$4.99M +56,322 +0.9%
GCA
1792
Greenwood Capital Associates
South Carolina
$516K -$211K -2,376 -28%
TAM
1793
Timucuan Asset Management
Florida
$516K +$538K +6,072 New
JWM
1794
Jackson Wealth Management
Florida
$508K -$114K -1,281 -18%
SFSIG
1795
San Francisco Sentry Investment Group
California
$505K
TAM
1796
Trillium Asset Management
Massachusetts
$503K +$56.8K +641 +12%
LA
1797
Lucus Advisors
New York
$498K +$70.8K +798 +16%
CIS
1798
Capital International Sarl
California
$493K +$514K +5,800 New
KL
1799
Kinsight LLC
Alabama
$491K -$9.75K -110 -2%
AAS
1800
Annex Advisory Services
Wisconsin
$491K +$19.2K +217 +4%

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.