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
VIM
1976
Veritas Investment Management
United Kingdom
$224K +$234K +2,640 New
KAH
1977
Kathryn A. Hall
$221K
CFN
1978
Cordasco Financial Network
Florida
$220K
RCM
1979
Rotella Capital Management
Washington
$220K +$229K +2,583 New
VV
1980
Valentine Ventures
Oregon
$219K +$355 +4 +0.2%
TCM
1981
Tetrem Capital Management
Manitoba, Canada
$217K -$35.6M -401,661 -99%
TDC
1982
Thompson Davis & Co
Virginia
$216K +$97.8K +1,103 +77%
SC
1983
Stratford Consulting
Texas
$214K +$621 +7 +0.3%
ECM
1984
ETrade Capital Management
Virginia
$214K +$19.2K +217 +9%
KL
1985
KWMG LLC
Kansas
$213K +$10.2K +115 +5%
NHFG
1986
New Harbor Financial Group
Massachusetts
$213K +$22.2K +250 +11%
LBA
1987
Letko, Brosseau & Associates
Quebec, Canada
$212K
FCH
1988
Freestone Capital Holdings
Washington
$210K +$219K +2,469 New
GI
1989
Glovista Investments
New Jersey
$209K
DPI
1990
Diversified Portfolios Inc
Michigan
$208K -$632K -7,124 -74%
FIM
1991
Friedberg Investment Management
Texas
$208K
ECM
1992
Ensemble Capital Management
California
$207K
PCMI
1993
Princeton Capital Management Inc
New Jersey
$206K +$9.75K +110 +5%
PA
1994
Planning Alternatives
Michigan
$206K +$215K +2,421 New
TFCP
1995
Twin Focus Capital Partners
Massachusetts
$203K -$99.4K -1,121 -32%
LFG
1996
LifePlan Financial Group
Ohio
$203K
TBC
1997
Tweedy, Browne Co
Connecticut
$201K
NC
1998
NewSquare Capital
Pennsylvania
$193K +$63.4K +715 +46%
WA
1999
Winfield Associates
Ohio
$191K
CG
2000
Cleary Gull
Wisconsin
$184K +$192K +2,166 New

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.