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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
PTCG
1851
Pring Turner Capital Group
California
$408K +$426K +4,800 New
KAM
1852
Keeley Asset Management
Illinois
$407K -$13.7K -155 -3%
PRCM
1853
Pine River Capital Management
Minnesota
$403K -$30.3M -341,892 -99%
AIA
1854
Arbor Investment Advisors
North Carolina
$403K +$47.2K +532 +13%
CAM
1855
Cubic Asset Management
Massachusetts
$402K +$170K +1,913 +68%
FC
1856
Financial Consulate
Maryland
$394K -$15.1K -170 -4%
SIC
1857
Shoker Investment Counsel
Ohio
$393K -$111K -1,256 -21%
ODCM
1858
Old Dominion Capital Management
Virginia
$393K -$13.1K -148 -3%
EIM
1859
Essex Investment Management
Massachusetts
$390K -$66.2K -747 -14%
BIA
1860
Barry Investment Advisors
Massachusetts
$390K +$19.8K +223 +5%
DI
1861
Diligent Investors
California
$390K +$28.8K +325 +8%
WAS
1862
Winch Advisory Services
Wisconsin
$387K -$1.02M -11,460 -72%
ZIG
1863
Zuckerman Investment Group
Illinois
$387K -$343K -3,872 -46%
BCA
1864
Bernzott Capital Advisors
California
$387K +$13.3K +150 +3%
SCA
1865
Strategic Capital Alternatives
United States
$382K +$399K +4,496 New
RP
1866
Reinhart Partners
Wisconsin
$380K -$182K -2,056 -32%
AC
1867
Addison Capital
Pennsylvania
$376K -$13.9K -157 -3%
IWA
1868
Inspirion Wealth Advisors
Illinois
$375K
F
1869
FutureAdvisor
California
$375K +$53.4K +602 +16%
MAA
1870
Mraz Amerine & Associates
California
$373K +$15.5K +175 +4%
AP
1871
AHL Partners
United Kingdom
$369K +$161K +1,820 +72%
JCM
1872
Jag Capital Management
Missouri
$368K -$27.8K -314 -7%
VCP
1873
Vista Capital Partners
Oregon
$368K +$532 +6 +0.1%
CS
1874
Comerica Securities
Michigan
$367K -$49.3K -556 -11%
BWM
1875
Braver Wealth Management
Massachusetts
$367K -$17.3K -195 -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.