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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
CISOA
1801
Capital Investment Services of America
Wisconsin
$449K
RWM
1802
RKL Wealth Management
Pennsylvania
$448K -$165K -1,914 -26%
CA
1803
CapWealth Advisors
Tennessee
$447K -$231K -2,692 -33%
ATIA
1804
American Trust Investment Advisors
New Hampshire
$441K -$5.59K -65 -1%
QSS
1805
Quantitative Systematic Strategies
Florida
$436K +$452K +5,263 New
GAM
1806
Garrison Asset Management
Arkansas
$434K -$23K -268 -5%
RGI
1807
River Global Investors
United Kingdom
$432K -$34.4K -400 -7%
BC
1808
Bruce & Co
Illinois
$431K
WCM
1809
Weatherstone Capital Management
Colorado
$429K +$7.05K +82 +2%
SIC
1810
SFE Investment Counsel
California
$428K -$89.5K -1,041 -17%
CAW
1811
Cornerstone Advisors (Washington)
Washington
$428K -$3.78K -44 -0.8%
SKK
1812
Shepherd Kaplan Krochuk
Massachusetts
$427K -$195K -2,267 -31%
NBC
1813
Neuberger Berman Canada
Ontario, Canada
$425K +$18.7K +217 +4%
HS
1814
Huntington Steele
Pennsylvania
$424K -$10.5K -122 -2%
FGA
1815
Flood Gamble Associates
New York
$421K
SIG
1816
Schaller Investment Group
North Carolina
$417K
HCM
1817
Heathbridge Capital Management
Ontario, Canada
$416K
GA
1818
Gateway Advisory
New Jersey
$414K
EWMCB
1819
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$414K +$427K +4,972 New
DTL
1820
Dynamic Technology Lab
Singapore
$412K +$96.4K +1,121 +29%
FWSM
1821
First Wilshire Securities Management
California
$409K
SAMT
1822
Select Asset Management & Trust
Pennsylvania
$409K
AI
1823
ArchPoint Investors
Florida
$408K -$24.9K -290 -6%
CC
1824
Colrain Capital
Massachusetts
$401K -$146K -1,700 -26%
RP
1825
Riverbridge Partners
Minnesota
$401K

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.