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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
DTL
1901
Dynamic Technology Lab
Singapore
$325K +$339K +3,826 New
HP
1902
HT Partners
Connecticut
$324K -$79.6K -898 -19%
CMBA
1903
C.M. Bidwell & Associates
Hawaii
$324K +$338K +3,810 New
BA
1904
Bennicas & Associates
California
$323K -$35.5K -400 -10%
JIP
1905
Jaffetilchin Investment Partners
Florida
$322K +$336K +3,787 New
SFG
1906
SNS Financial Group
Minnesota
$321K +$25.4K +286 +8%
CA
1907
Cortland Associates
Missouri
$319K
ACM
1908
Avalon Capital Management
California
$319K +$177 +2 +0.1%
DBG
1909
De Burlo Group
Massachusetts
$318K -$62.1K -700 -16%
OIM
1910
Orca Investment Management
Oregon
$317K -$2.84K -32 -0.9%
BC
1911
Barnett & Company
Tennessee
$317K +$12K +135 +4%
PCM
1912
Palouse Capital Management
Washington
$315K -$17.7K -200 -5%
KFA
1913
Kays Financial Advisory
Georgia
$313K +$89 +1 +0%
AWA
1914
Arete Wealth Advisors
Illinois
$311K +$77.3K +872 +31%
AIM
1915
Advantage Investment Management
Iowa
$305K -$122K -1,377 -28%
FIMG
1916
Financial & Investment Management Group
Michigan
$305K +$318K +3,587 New
LWA
1917
Lowe Wealth Advisors
Maryland
$304K -$4.43K -50 -1%
DIP
1918
DT Investment Partners
Pennsylvania
$301K -$20.8K -234 -6%
HIM
1919
Hanlon Investment Management
New Jersey
$301K
SGC
1920
South Georgia Capital
Illinois
$300K +$443 +5 +0.1%
KSA
1921
Ken Stern & Associates
California
$300K +$65.7K +741 +27%
PAM
1922
Pope Asset Management
Tennessee
$298K
CCM
1923
Cutler Capital Management
Massachusetts
$296K +$309K +3,490 New
ACM
1924
Ativo Capital Management
Illinois
$295K -$1.56M -17,546 -84%
LWA
1925
Lenox Wealth Advisors
New York
$295K -$71.2K -803 -19%

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.