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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
RCG
1876
Ruggie Capital Group
Florida
$320K +$256K +2,983 +321%
BA
1877
Bennicas & Associates
California
$316K
HP
1878
HT Partners
Connecticut
$315K
JIP
1879
Jaffetilchin Investment Partners
Florida
$314K -$1.46K -17 -0.4%
SFG
1880
SNS Financial Group
Minnesota
$314K
ACM
1881
Avalon Capital Management
California
$313K +$258 +3 +0.1%
OIM
1882
Orca Investment Management
Oregon
$313K +$2.75K +32 +0.9%
CA
1883
Cortland Associates
Missouri
$312K
DBG
1884
De Burlo Group
Massachusetts
$312K
RCP
1885
Rothschild Capital Partners
New York
$311K -$125K -1,450 -28%
CWM
1886
Catamount Wealth Management
Connecticut
$308K +$79.1K +920 +33%
KFA
1887
Kays Financial Advisory
Georgia
$307K
WHI
1888
William Harris Investors
Illinois
$306K -$17.2K -200 -5%
MCM
1889
MV Capital Management
Maryland
$306K +$25K +291 +9%
BC
1890
Barnett & Company
Tennessee
$305K -$5.67K -66 -2%
AWA
1891
Arete Wealth Advisors
Illinois
$305K +$774 +9 +0.2%
LFR
1892
Lehman Financial Resources
Pennsylvania
$305K +$51.6K +600 +20%
TCM
1893
Tetrem Capital Management
Manitoba, Canada
$304K +$94.4K +1,098 +43%
PM
1894
Penbrook Management
New York
$302K -$129K -1,497 -29%
AIM
1895
Advantage Investment Management
Iowa
$301K +$3.1K +36 +1%
LWA
1896
Lowe Wealth Advisors
Maryland
$299K +$1.2K +14 +0.4%
UFA
1897
US Financial Advisors
Massachusetts
$298K -$38.7K -450 -11%
VDBMI
1898
Van Den Berg Management I
Texas
$297K -$29.7K -345 -9%
AIA
1899
AGF Investments America
Ontario, Canada
$296K +$22.1K +257 +8%
HIM
1900
Hanlon Investment Management
New Jersey
$295K

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.