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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
MIM
2026
Macroview Investment Management
Maryland
$84K -$9.75K -110 -10%
P
2027
Palladiem
Pennsylvania
$83K -$82.2K -927 -49%
Group One Trading
2028
Group One Trading
Illinois
$80K +$83.5K +942 New
RCG
2029
Ruggie Capital Group
Florida
$79K -$167K -1,887 -67%
LIM
2030
Lagoda Investment Management
New York
$70K -$489K -5,510 -87%
SFM
2031
Systematic Financial Management
New Jersey
$68K -$51M -574,715 -100%
CFS
2032
Commonwealth Financial Services
West Virginia
$68K
CA
2033
Cambridge Advisors
Nebraska
$68K +$1.29M +14,528 +206%
CFA
2034
Camarda Financial Advisors
Florida
$57K
SAM
2035
Solaris Asset Management
New York
$53K
YL
2036
YCG LLC
Texas
$43K -$4.43K -50 -9%
MUS
2037
Mitsubishi UFJ Securities
Japan
$43K +$45.2K +510 New
FM
2038
Forward Management
California
$40K
BCFS
2039
Butensky & Cohen Financial Security
Florida
$36K
IF
2040
Ironwood Financial
Arizona
$30K -$532 -6 -2%
UB
2041
UMB Bank
Missouri
$29.9K -$393K -4,433 -1%
GXMC
2042
Global X Management Company
New York
$29K -$3.64K -41 -11%
DW
2043
Domani Wealth
Pennsylvania
$26.6K +$201K +2,262 New
BCI
2044
Brinker Capital Investments
Pennsylvania
$25K -$355 -4 -1%
LBG
2045
Lloyds Banking Group
United Kingdom
$22K
SFU
2046
Stonehage Fleming (UK)
United Kingdom
$21K
FNBOO
2047
First National Bank of Omaha
Nebraska
$21K -$465K -5,241 -2%
SMG
2048
Spectrum Management Group
Indiana
$18K
SSG
2049
Summit Securities Group
New York
$17K -$408K -4,597 -96%
WG
2050
Welch Group
Alabama
$16.2K +$905K +10,209 +6%

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.