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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
AR
1876
Advisory Research
Illinois
$366K +$13.8K +156 +4%
NAM
1877
Nichols Asset Management
Massachusetts
$361K
CP
1878
Corbenic Partners
Pennsylvania
$361K +$48.1K +543 +15%
MTIM
1879
Marathon Trading Investment Management
Pennsylvania
$358K -$816K -9,200 -69%
BCM
1880
Brown Capital Management
Maryland
$356K
SJL
1881
Shayne & Jacobs LLC
Tennessee
$356K
HRIA
1882
Haberer Registered Investment Advisor
Ohio
$355K -$1.05M -11,891 -74%
AIM
1883
Allen Investment Management
New York
$354K -$153K -1,725 -29%
EWM
1884
Empirical Wealth Management
Washington
$354K -$7.98K -90 -2%
SIM
1885
Sterling Investment Management
Arizona
$351K
EWM
1886
Elite Wealth Management
Washington
$350K -$86.9K -980 -19%
ACM
1887
Advisors Capital Management
New Jersey
$350K -$14.1K -159 -4%
NCM
1888
Neumann Capital Management
California
$349K
AC
1889
Avenir Corporation
Virginia
$347K +$11.5K +130 +3%
UFA
1890
US Financial Advisors
Massachusetts
$343K
RL
1891
Ruffer LLP
United Kingdom
$342K -$46.3K -522 -11%
AW
1892
Alpha Windward
Massachusetts
$342K -$2.22K -25 -0.6%
RPG
1893
Risk Paradigm Group
Texas
$337K +$352K +3,965 New
KJHP
1894
K.J. Harrison & Partners
Ontario, Canada
$336K
CAL
1895
Capital Advisors Ltd
Ohio
$334K
MFP
1896
Mosaic Financial Partners
California
$334K
VDBMI
1897
Van Den Berg Management I
Texas
$333K -$12M -135,879 -97%
MMA
1898
Miracle Mile Advisors
California
$330K -$231K -2,600 -40%
WHI
1899
William Harris Investors
Illinois
$330K
MCM
1900
Millie Capital Management
California
$328K

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.