We are live on ! Find out more
XOM icon

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
MS
1926
Marshall & Sullivan
Washington
$293K
HI
1927
Hendershot Investments
Virginia
$291K -$2.79M -31,463 -90%
OSAM
1928
O'Shaughnessy Asset Management
Connecticut
$291K +$44.4K +501 +17%
MGAM
1929
McGowan Group Asset Management
Texas
$290K -$4.82M -54,308 -94%
Verition Fund Management
1930
Verition Fund Management
Connecticut
$290K -$12.1K -136 -4%
CIA
1931
CCM Investment Advisers
South Carolina
$289K -$34.6K -390 -10%
MCM
1932
MV Capital Management
Maryland
$288K +$36.4K +411 +14%
BAAM
1933
Baker Avenue Asset Management
California
$287K +$57.3K +646 +24%
VCM
1934
Vision Capital Management
Oregon
$285K -$29.8K -336 -9%
CWM
1935
Cranbrook Wealth Management
Michigan
$282K +$5.41K +61 +2%
MI
1936
Markston International
New York
$281K -$461K -5,195 -61%
AIA
1937
AGF Investments America
Ontario, Canada
$281K +$8.87K +100 +3%
BWM
1938
Biltmore Wealth Management
Arizona
$280K -$6.65K -75 -2%
CG
1939
Corundum Group
Colorado
$280K +$1.15K +13 +0.4%
LOCC
1940
Lombard Odier & Cie (Canada)
Quebec, Canada
$273K
CWA
1941
Constellation Wealth Advisors
New York
$272K
AMAL
1942
Asset Management Advisors LLC
Oklahoma
$272K +$532 +6 +0.2%
VA
1943
Valmark Advisers
Ohio
$270K -$3.37K -38 -1%
LSC
1944
Lesa Sroufe & Co
Washington
$266K -$21.3K -240 -7%
OAM
1945
Occidental Asset Management
California
$266K
PA
1946
Parkside Advisors
California
$265K -$49.7K -560 -15%
HCM
1947
Hamlin Capital Management
New York
$265K
BFG
1948
Bouchey Financial Group
New York
$264K -$13.3K -150 -5%
BCMIO
1949
Beacon Capital Management Inc (Ohio)
Ohio
$264K +$2.66K +30 +1%
LFR
1950
Lehman Financial Resources
Pennsylvania
$261K +$29.3K +330 +12%

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.