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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
TI
1826
Telemetry Investments
New York
$451K +$471K +5,310 New
HS
1827
Huntington Steele
Pennsylvania
$444K -$202K -2,280 -30%
AI
1828
ArchPoint Investors
Florida
$441K
RCP
1829
Rothschild Capital Partners
New York
$441K
CAW
1830
Cornerstone Advisors (Washington)
Washington
$441K +$23.3K +263 +5%
BC
1831
Bruce & Co
Illinois
$440K
PM
1832
Penbrook Management
New York
$436K -$8.87K -100 -2%
NA
1833
NewEdge Advisors
Louisiana
$436K +$455K +5,129 New
WCM
1834
Weatherstone Capital Management
Colorado
$435K +$184K +2,080 +70%
SAM
1835
Shikiar Asset Management
New York
$434K -$115K -1,300 -20%
LFA
1836
Landmark Financial Advisors
Kentucky
$432K +$355 +4 +0.1%
FGA
1837
Flood Gamble Associates
New York
$430K
SIG
1838
Schaller Investment Group
North Carolina
$426K
1GA
1839
1st Global Advisors
Texas
$426K +$44K +496 +11%
HCM
1840
Heathbridge Capital Management
Ontario, Canada
$425K +$8.87K +100 +2%
RC
1841
RBF Capital
California
$425K +$443K +5,000 New
GA
1842
Gateway Advisory
New Jersey
$423K +$1.06K +12 +0.2%
ACM
1843
Alta Capital Management
Utah
$420K -$94.2K -1,062 -18%
FWSM
1844
First Wilshire Securities Management
California
$418K -$11.8K -133 -3%
BP
1845
BBR Partners
New York
$417K -$3.64K -41 -0.8%
SAMT
1846
Select Asset Management & Trust
Pennsylvania
$417K +$53.2K +600 +14%
NBC
1847
Neuberger Berman Canada
Ontario, Canada
$416K +$156K +1,758 +56%
SS
1848
Simplicity Solutions
Minnesota
$416K +$435K +4,900 New
DRS
1849
Deane Retirement Strategies
Louisiana
$410K
RP
1850
Riverbridge Partners
Minnesota
$409K +$89 +1 +0%

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.