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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
JAM
2001
JCIC Asset Management
Ontario, Canada
$84K
P
2002
Palladiem
Pennsylvania
$81K
CFS
2003
Commonwealth Financial Services
West Virginia
$66K
SFM
2004
Systematic Financial Management
New Jersey
$66K
LIM
2005
Lagoda Investment Management
New York
$59K -$9.29K -108 -13%
CFA
2006
Camarda Financial Advisors
Florida
$55K
VIA
2007
Vident Investment Advisory
Georgia
$54K +$55.5K +645 New
BCFS
2008
Butensky & Cohen Financial Security
Florida
$44K +$9.29K +108 +26%
MAS
2009
Madden Advisory Services
Florida
$41K +$43.2K +502 New
GXMC
2010
Global X Management Company
New York
$36K +$7.31K +85 +25%
FM
2011
Forward Management
California
$35K -$3.44K -40 -9%
CF
2012
CenterStar Fund
Illinois
$34K
IF
2013
Ironwood Financial
Arizona
$29K
UB
2014
UMB Bank
Missouri
$28.7K -$552K -6,417 -2%
SAM
2015
Solaris Asset Management
New York
$27K -$25.8K -300 -48%
BCI
2016
Brinker Capital Investments
Pennsylvania
$25K
OAJ
2017
Ogorek Anthony Joseph
New York
$25K +$25.6K +298 New
LBG
2018
Lloyds Banking Group
United Kingdom
$22K
SFU
2019
Stonehage Fleming (UK)
United Kingdom
$21K
FNBOO
2020
First National Bank of Omaha
Nebraska
$21K
PTC
2021
Philadelphia Trust Company
Pennsylvania
$17.1K -$1.35M -15,726 -92%
NMIS
2022
Northwestern Mutual Investment Services
Wisconsin
$15K +$15.3K +178 New
PRS
2023
Pinkerton Retirement Specialists
Idaho
$14K -$1.02M -11,860 -99%
AT
2024
Arden Trust
Delaware
$13.6K -$868K -10,097 -6%
TJHA
2025
Thomas J. Herzfeld Advisors
Florida
$13K

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.