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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
NCMG
1976
NCM Capital Management Group
North Carolina
$117K
DA
1977
Dunvegan Associates
California
$113K
WA
1978
WealthTrust-Arizona
Arizona
$109K
RS
1979
Robeco Schweiz
Switzerland
$101K +$106K +1,380 New
PFG
1980
Piershale Financial Group
Illinois
$97K -$38.4K -499 -28%
MUS
1981
Mitsubishi UFJ Securities
Japan
$97K -$3.85K -50 -4%
RBC
1982
Roble Belko & Company
Pennsylvania
$87K -$34.1K -443 -27%
AIC
1983
Ayalon Insurance Company
Israel
$86K
WCMN
1984
Westchester Capital Management (Nebraska)
Nebraska
$86K
JAM
1985
JCIC Asset Management
Ontario, Canada
$75K
FNYS
1986
First New York Securities
New York
$74.3K +$77.1K +1,000 New
FIG
1987
Fusion Investment Group
Pennsylvania
$63K -$25.9K -336 -28%
SFM
1988
Systematic Financial Management
New Jersey
$59K
SSG
1989
Summit Securities Group
New York
$59K +$61.6K +800 New
LIM
1990
Lagoda Investment Management
New York
$53K
BCFS
1991
Butensky & Cohen Financial Security
Florida
$51K +$12.3K +160 +30%
CFA
1992
Camarda Financial Advisors
Florida
$50K
N
1993
Nuveen
North Carolina
$49.3K -$48.7M -632,112 -49%
OSAM
1994
O'Shaughnessy Asset Management
Connecticut
$48K -$218K -2,834 -81%
CGH
1995
Cleary Gull Holdings
Wisconsin
$45K -$97.5K -1,266 -68%
CFS
1996
Commonwealth Financial Services
West Virginia
$42K -$17.6K -229 -29%
MAS
1997
Madden Advisory Services
Florida
$37K
GXMC
1998
Global X Management Company
New York
$35K +$3.24K +42 +10%
FM
1999
Forward Management
California
$32K
CFG
2000
CKW Financial Group
Hawaii
$30K -$88.5K -1,148 -74%

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.