We are live on ! Find out more
XOM icon

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
CA
1951
Corrado Advisors
New Jersey
$224K -$2.92K -34 -1%
RCM
1952
Rotella Capital Management
Washington
$224K +$9.97K +116 +4%
BFG
1953
Bouchey Financial Group
New York
$222K -$37K -430 -14%
TCM
1954
Tradewinds Capital Management
Washington
$221K
VIM
1955
Veritas Investment Management
United Kingdom
$220K
DA
1956
DSC Advisors
Illinois
$218K +$225K +2,615 New
FPCP
1957
Fort Point Capital Partners
California
$217K -$6.02K -70 -3%
CFN
1958
Cordasco Financial Network
Florida
$216K
MS
1959
Marshall & Sullivan
Washington
$214K -$75.2K -875 -25%
CI
1960
Cowen Inc
New York
$214K -$25.8K -300 -10%
VV
1961
Valentine Ventures
Oregon
$214K +$344 +4 +0.2%
SC
1962
Stratford Consulting
Texas
$210K +$602 +7 +0.3%
LBA
1963
Letko, Brosseau & Associates
Quebec, Canada
$207K
PDM
1964
Penn Davis McFarland
Texas
$204K -$569K -6,614 -73%
FIM
1965
Friedberg Investment Management
Texas
$204K
AIM
1966
Assured Investment Management
New York
$203K -$589K -6,848 -74%
NCM
1967
Neumann Capital Management
California
$202K -$144K -1,679 -41%
PCMI
1968
Princeton Capital Management Inc
New Jersey
$202K
PA
1969
Planning Alternatives
Michigan
$201K -$860 -10 -0.4%
CAM
1970
CMT Asset Management
Illinois
$201K +$207K +2,412 New
TBC
1971
Tweedy, Browne Co
Connecticut
$197K
CCS
1972
Crosspoint Capital Strategies
California
$190K +$29.4K +342 +18%
LWA
1973
Lenox Wealth Advisors
New York
$188K -$103K -1,203 -35%
SA
1974
SRH Advisors
Kansas
$188K +$43K +500 +28%
WA
1975
Winfield Associates
Ohio
$187K

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.