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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
HCM
1951
Horrell Capital Management
Arkansas
$260K
CR
1952
Cooperatieve Rabobank
Netherlands
$260K +$271K +3,055 New
IWC
1953
Integrated Wealth Counsel
California
$259K
TWMP
1954
Taylor Wealth Management Partners
Massachusetts
$258K +$269K +3,033 New
RI
1955
Redwood Investments
Massachusetts
$257K
RWML
1956
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$255K
NA
1957
NSB Advisors
New York
$253K
BC
1958
Banced Corp
Illinois
$251K -$58K -654 -18%
PBT
1959
Pictet Bank & Trust
Bahamas
$247K -$255K -2,875 -50%
BM
1960
Brandywine Managers
Delaware
$244K
CI
1961
Cowen Inc
New York
$244K
TCM
1962
TD Capital Management
Tennessee
$244K
VAM
1963
Verity Asset Management
North Carolina
$243K +$254K +2,862 New
CAS
1964
CTC Alternative Strategies
Illinois
$242K +$253K +2,850 New
FIG
1965
FundX Investment Group
California
$241K
GC
1966
Gibson Capital
Pennsylvania
$240K
CWM
1967
Catamount Wealth Management
Connecticut
$237K -$177K -2,001 -42%
RVP
1968
Relative Value Partners
Illinois
$236K
IF
1969
IRON Financial
Illinois
$235K +$44.3K +500 +22%
PCTC
1970
Perkins Coie Trust Company
Washington
$235K +$57.6K +650 +31%
CA
1971
Corrado Advisors
New Jersey
$232K
PFO
1972
Pathstone Family Office
New Jersey
$228K +$1.86K +21 +0.8%
FPCP
1973
Fort Point Capital Partners
California
$228K +$22.7K +256 +11%
TCM
1974
Tradewinds Capital Management
Washington
$226K -$14.2K -160 -6%
NEIRG
1975
New England Investment & Retirement Group
Massachusetts
$225K +$26.2K +295 +13%

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.