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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
EVC
1801
Eidelman Virant Capital
Missouri
$490K
CRM
1802
Cramer Rosenthal McGlynn
Connecticut
$489K -$355K -4,000 -41%
SHJ
1803
Sharkey, Howes & Javer
Colorado
$489K +$511K +5,757 New
ICM
1804
IMS Capital Management
Oregon
$488K
PCM
1805
Prelude Capital Management
New York
$487K -$81.8K -922 -14%
SGS
1806
Sterling Global Strategies
California
$487K +$85.8K +968 +20%
MFWM
1807
Motley Fool Wealth Management
Virginia
$487K +$508K +5,729 New
BCM
1808
Brookmont Capital Management
Texas
$486K
HIS
1809
Horizon Investment Services
Indiana
$477K
RGI
1810
River Global Investors
United Kingdom
$475K +$418K +4,716 +535%
HF
1811
Hoxton Financial
West Virginia
$474K -$8.87K -100 -2%
SIA
1812
Starfire Investment Advisers
Michigan
$471K +$492K +5,547 New
SIA
1813
SeaBridge Investment Advisors
New Jersey
$470K -$202K -2,278 -29%
GA
1814
Geller Advisors
New York
$469K
PFC
1815
Poplar Forest Capital
California
$469K
DBT
1816
Dubuque Bank & Trust
Iowa
$469K +$13.4K +151 +3%
GAM
1817
Garrison Asset Management
Arkansas
$466K -$5.85K -66 -1%
DOA
1818
D'Orazio & Associates
Virginia
$466K +$41.9K +473 +9%
SFS
1819
Summit Financial Strategies
Ohio
$463K -$341K -3,845 -41%
RDM
1820
Retirement Design & Management
Connecticut
$460K +$48.8K +550 +11%
CISOA
1821
Capital Investment Services of America
Wisconsin
$459K -$140K -1,578 -23%
BRWM
1822
B. Riley Wealth Management
Tennessee
$459K +$20.1K +227 +4%
ATIA
1823
American Trust Investment Advisors
New Hampshire
$456K -$25.3K -285 -5%
CPP
1824
Crow Point Partners
Massachusetts
$456K +$476K +5,368 New
NP
1825
NorthRock Partners
Minnesota
$452K -$4.97K -56 -1%

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.