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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
LWM
1976
Lenox Wealth Management
Ohio
$174K +$6.1K +71 +4%
SIG
1977
Stanford Investment Group
California
$169K
NC
1978
NewSquare Capital
Pennsylvania
$168K -$21.5K -250 -11%
LOCC
1979
Lombard Odier & Cie (Canada)
Quebec, Canada
$166K -$103K -1,200 -38%
AA
1980
AlphaMark Advisors
Kentucky
$158K +$12.9K +150 +9%
CGH
1981
Cleary Gull Holdings
Wisconsin
$155K +$160K +1,866 New
PFG
1982
Piershale Financial Group
Illinois
$150K +$42.7K +497 +38%
AWM
1983
Avior Wealth Management
Nebraska
$146K -$5.76K -67 -4%
HW
1984
Hedeker Wealth
Illinois
$143K +$148K +1,727 New
NEAM
1985
New England Asset Management
Connecticut
$137K -$662K -7,700 -82%
CAL
1986
Capital Analysts LLC
Pennsylvania
$135K -$2.13M -24,756 -94%
RBC
1987
Roble Belko & Company
Pennsylvania
$134K -$23.5K -273 -14%
EMA
1988
Efficient Market Advisors
California
$133K
NCMG
1989
NCM Capital Management Group
North Carolina
$131K
CFG
1990
CKW Financial Group
Hawaii
$129K +$2.75K +32 +2%
DA
1991
Dunvegan Associates
California
$127K -$1.03K -12 -0.8%
WA
1992
WealthTrust-Arizona
Arizona
$122K
MUS
1993
Mitsubishi UFJ Securities
Japan
$113K +$73.1K +850 +167%
N
1994
Nuveen
North Carolina
$108K -$4.44M -51,635 -4%
IMS
1995
Index Management Solutions
Pennsylvania
$102K +$19K +221 +22%
FIG
1996
Fusion Investment Group
Pennsylvania
$98K +$101K +1,179 New
WCMN
1997
Westchester Capital Management (Nebraska)
Nebraska
$96K
AIC
1998
Ayalon Insurance Company
Israel
$92K
MP
1999
Manifold Partners
California
$87K
SFFS
2000
Stonehage Fleming Financial Services
Jersey
$85K

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.