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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
TJHA
2001
Thomas J. Herzfeld Advisors
Florida
$28K +$16.6K +215 +132%
IF
2002
Ironwood Financial
Arizona
$26K
IMS
2003
Index Management Solutions
Pennsylvania
$24K -$69.3K -900 -74%
SAM
2004
Solaris Asset Management
New York
$24K
FNBOO
2005
First National Bank of Omaha
Nebraska
$22.4K +$4.76M +61,833 +26%
BCI
2006
Brinker Capital Investments
Pennsylvania
$22K
AA
2007
ALPS Advisors
Colorado
$20.6K -$26.4K -343 -1%
LBG
2008
Lloyds Banking Group
United Kingdom
$19K
SFU
2009
Stonehage Fleming (UK)
United Kingdom
$19K
TRCT
2010
Tower Research Capital (TRC)
New York
$13K +$13.3K +173 New
UOTTAIMCU
2011
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8K +$8.48K +110 New
SFPM
2012
Sensible Financial Planning & Management
Massachusetts
$7K
KIG
2013
Kessler Investment Group
Indiana
$7K +$2.47K +32 +50%
PRS
2014
Pinkerton Retirement Specialists
Idaho
$5K -$7.32K -95 -58%
VIA
2015
Vident Investment Advisory
Georgia
$4K -$45.6K -592 -92%
TCA
2016
Tortoise Capital Advisors
Kansas
$3K +$1.54K +20 +133%
APSP
2017
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K
RWM
2018
Rezny Wealth Management
Florida
$2K
ACM
2019
Astenbeck Capital Management
Connecticut
-$75.7M -909,970 Closed
Renaissance Technologies
2020
Renaissance Technologies
New York
-$51M -612,391 Closed
AC
2021
Alleghany Corporation
New York
-$49.9M -600,000 Closed
NI
2022
Nuance Investments
Missouri
-$25.9M -311,889 Closed
TGA
2023
Trilogy Global Advisors
Florida
-$24.6M -295,800 Closed
PP
2024
PDT Partners
New York
-$19.1M -229,666 Closed
BIM
2025
BRC Investment Management
Colorado
-$18.9M -227,287 Closed

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.