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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
HIM
2026
Hillsdale Investment Management
Ontario, Canada
$11K +$11.2K +130 New
Fiera Capital (Canada)
2027
Fiera Capital (Canada)
Quebec, Canada
$10.9K +$437K +5,081 +4%
CAM
2028
ClariVest Asset Management
California
$8K +$1.98K +23 +32%
SFPM
2029
Sensible Financial Planning & Management
Massachusetts
$8K +$8K +93 New
KCM
2030
Karp Capital Management
California
$7K +$7.65K +89 New
KIG
2031
Kessler Investment Group
Indiana
$5K
APSP
2032
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K +$2.75K +32 New
LM
2033
Lincluden Management
Ontario, Canada
$2.77K -$940K -10,930 -25%
SCP
2034
Syntal Capital Partners
Texas
$2.56K +$1.12K +13 +0%
RWM
2035
Rezny Wealth Management
Florida
$2K +$2.49K +29 New
FHC
2036
First Heartland Consultants
Missouri
$1.89K -$28.3K -329 -1%
WBG
2037
Wharton Business Group
Pennsylvania
$1.8K -$86 -1 -0%
TCA
2038
Tortoise Capital Advisors
Kansas
$1K
1GA
2039
1st Global Advisors
Texas
$467 +$51.8K +603 +12%
PI
2040
PGGM Investments
Netherlands
-$208M -2,443,489 Closed
EA
2041
Euclid Advisors
Connecticut
-$163M -1,914,150 Closed
EPFB
2042
Employees Provident Fund Board
Malaysia
-$83M -976,815 Closed
BPC
2043
Banque Pictet & Cie
Switzerland
-$23.6M -277,428 Closed
WI
2044
Wafra Inc
New York
-$15.8M -186,170 Closed
N
2045
Natixis
France
-$14.2M -167,009 Closed
EAM
2046
EverPoint Asset Management
Connecticut
-$12.8M -150,000 Closed
DCM
2047
Decatur Capital Management
Georgia
-$12.3M -144,405 Closed
GMIM
2048
General Motors Investment Management
New York
-$9.1M -107,022 Closed
GIM
2049
Gyrus Investment Management
Ontario, Canada
-$6.67M -78,411 Closed
FAAM
2050
First Allied Asset Management
California
-$6.68M -77,247 Closed

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.