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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
BFG
2076
Bouchey Financial Group
New York
-$222K -2,672 Closed
DA
2077
DSC Advisors
Illinois
-$218K -2,615 Closed
VV
2078
Valentine Ventures
Oregon
-$214K -2,578 Closed
LBA
2079
Letko, Brosseau & Associates
Quebec, Canada
-$207K -2,490 Closed
PDM
2080
Penn Davis McFarland
Texas
-$204K -2,453 Closed
AIM
2081
Assured Investment Management
New York
-$203K -2,442 Closed
NCM
2082
Neumann Capital Management
California
-$202K -2,432 Closed
PCMI
2083
Princeton Capital Management Inc
New Jersey
-$202K -2,426 Closed
CAM
2084
CMT Asset Management
Illinois
-$186K -2,412 Closed
PA
2085
Planning Alternatives
Michigan
-$201K -2,411 Closed
TBC
2086
Tweedy, Browne Co
Connecticut
-$197K -2,364 Closed
NEAM
2087
New England Asset Management
Connecticut
-$137K -1,650 Closed
MP
2088
Manifold Partners
California
-$87K -1,040 Closed
SFFS
2089
Stonehage Fleming Financial Services
Jersey
-$85K -1,026 Closed
P
2090
Palladiem
Pennsylvania
-$81K -971 Closed
OAJ
2091
Ogorek Anthony Joseph
New York
-$25K -298 Closed
NMIS
2092
Northwestern Mutual Investment Services
Wisconsin
-$15K -178 Closed
HIM
2093
Hillsdale Investment Management
Ontario, Canada
-$11K -130 Closed
KCM
2094
Karp Capital Management
California
-$7K -89 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.