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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
SGC
1901
South Georgia Capital
Illinois
$294K
RSS
1902
Rosenblum Silverman Sutton
California
$292K +$302K +3,514 New
PAM
1903
Pope Asset Management
Tennessee
$291K
OSAM
1904
O'Shaughnessy Asset Management
Connecticut
$290K +$4.73K +55 +2%
HI
1905
Hendershot Investments
Virginia
$285K
RVPG
1906
Relative Value Partners Group
$283K +$292K +3,402 New
AR
1907
Advisory Research
Illinois
$277K -$83.3K -969 -23%
SAM
1908
Shikiar Asset Management
New York
$275K -$155K -1,801 -35%
CIA
1909
CCM Investment Advisers
South Carolina
$275K -$9.03K -105 -3%
TDC
1910
Thompson Davis & Co
Virginia
$275K +$65.9K +767 +30%
EWM
1911
Elite Wealth Management
Washington
$274K -$70.5K -820 -20%
BWM
1912
Biltmore Wealth Management
Arizona
$274K
CG
1913
Corundum Group
Colorado
$271K -$2.75K -32 -1%
OAM
1914
Occidental Asset Management
California
$271K
HCM
1915
Highlander Capital Management
New Jersey
$270K -$286K -3,326 -51%
PP
1916
Pegasus Partners
Wisconsin
$270K +$279K +3,245 New
CCM
1917
Cutler Capital Management
Massachusetts
$267K -$23.6K -275 -8%
AMAL
1918
Asset Management Advisors LLC
Oklahoma
$267K +$602 +7 +0.2%
BHA
1919
Beech Hill Advisors
New York
$266K -$563K -6,554 -67%
CWA
1920
Constellation Wealth Advisors
New York
$266K
TWMP
1921
Taylor Wealth Management Partners
Massachusetts
$266K +$14.2K +165 +5%
RAM
1922
Riggs Asset Management
Pennsylvania
$265K -$519K -6,032 -65%
VA
1923
Valmark Advisers
Ohio
$264K
BAAM
1924
Baker Avenue Asset Management
California
$263K -$18.3K -213 -6%
CWM
1925
Cranbrook Wealth Management
Michigan
$263K -$13.6K -158 -5%

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.