We are live on ! Find out more
XOM icon

ExxonMobil

2,017 hedge funds and large institutions have $155B invested in ExxonMobil in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 911 increasing their positions, 824 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 824

0.84% more ownership

Funds ownership: 49.53%50.37% (+0.84%)

0% more call options, than puts

Call options by funds: $3.28B | Put options by funds: $3.26B

8% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 76

1% less funds holding

Funds holding: 2,0392,017 (-22)

4% less funds holding in top 10

Funds holding in top 10: 551527 (-24)

10% less capital invested

Capital invested by funds: $172B → $155B (-$16.5B)

Holders
2,017
Holders Change
-22
Holders Change %
-1.08%
% of All Funds
56.31%
Holding in Top 10
527
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.36%
% of All Funds
14.71%
New
70
Increased
911
Reduced
824
Closed
76
Calls
$3.28B
Puts
$3.26B
Net Calls
+$11.9M
Net Calls Change
-$692M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1926
Cowen Inc
New York
$228K +$38.5K +500 +19%
LWA
1927
Lenox Wealth Advisors
New York
$228K +$61.7K +801 +35%
CR
1928
Cooperatieve Rabobank
Netherlands
$227K
RI
1929
Redwood Investments
Massachusetts
$225K
HCM
1930
Horrell Capital Management
Arkansas
$224K
AR
1931
Advisory Research
Illinois
$221K -$27.4K -355 -11%
CAM
1932
ClariVest Asset Management
California
$221K +$222K +2,884 +3,004%
ADMI
1933
Albert D. Mason Inc
Massachusetts
$220K -$653K -8,475 -74%
RAM
1934
Riggs Asset Management
Pennsylvania
$220K -$17.3K -224 -7%
MS
1935
Marshall & Sullivan
Washington
$220K +$9.63K +125 +5%
CF
1936
CenterStar Fund
Illinois
$216K
AssetMark Inc
1937
AssetMark Inc
California
$215K -$1.75M -22,746 -89%
RCG
1938
Ruggie Capital Group
Florida
$214K -$103K -1,331 -34%
TCM
1939
TD Capital Management
Tennessee
$214K
AA
1940
AlphaMark Advisors
Kentucky
$214K +$75.1K +975 +51%
VAM
1941
Verity Asset Management
North Carolina
$213K
BC
1942
Banced Corp
Illinois
$210K +$1.93K +25 +0.9%
TFCP
1943
Twin Focus Capital Partners
Massachusetts
$210K +$218K +2,827 New
KL
1944
KWMG LLC
Kansas
$210K +$218K +2,828 New
TWMP
1945
Taylor Wealth Management Partners
Massachusetts
$209K -$30K -389 -12%
IWC
1946
Integrated Wealth Counsel
California
$208K
VAM
1947
Visionary Asset Management
Texas
$208K +$215K +2,794 New
WCA
1948
Westover Capital Advisors
Delaware
$207K
PIM
1949
Progressive Investment Management
Oregon
$205K
AC
1950
Avenir Corporation
Virginia
$204K

XOM Hedge Fund Activity: Q3 2015 in Review

2,017 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2015, worth a combined $155B — down 9.6% from $172B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of XOM and 70 opened new positions — a net loss of 6 holders — while 824 trimmed existing stakes and 911 added.

The largest buyer was Ameriprise, adding an estimated $606M. The largest seller was JP Morgan Chase, cutting an estimated $458M.

  • 2,017 institutional investors held ExxonMobil (XOM) as of Q3 2015, down from 2,039 in Q2 2015.
  • Funds reported $155B of ExxonMobil stock for Q3 2015, down 9.6% quarter-over-quarter.
  • 70 funds opened new ExxonMobil positions in Q3 2015 and 76 closed out, a net change of -6 holders.
  • The largest ExxonMobil buyer in Q3 2015 was Ameriprise, an estimated $606M added.
  • The largest ExxonMobil seller in Q3 2015 was JP Morgan Chase, an estimated $458M sold.

Based on aggregated 13F filings for Q3 2015.