We are live on ! Find out more
XOM icon

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
HPC
201
HM Payson & Co
Maine
$80.5M +$3.69M +41,631 +5%
LW
202
Linscomb Wealth
Texas
$80.5M +$831K +9,370 +1%
KT
203
Kanaly Trust
Texas
$80.1M -$2.46M -27,703 -3%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$80.1M -$215K -2,428 -0.3%
DL
205
Delta Lloyd
Netherlands
$79.7M -$2.25M -25,387 -3%
Mawer Investment Management
206
Mawer Investment Management
Alberta, Canada
$79.4M +$2.89M +32,575 +4%
B
207
Baird
Wisconsin
$78.3M -$1.52M -17,177 -2%
DnB Asset Management
208
DnB Asset Management
Norway
$78.2M -$6.1M -68,844 -7%
HTC
209
Haverford Trust Company
Pennsylvania
$77.9M +$1.6M +18,022 +2%
IGIM
210
I.G. Investment Management
Manitoba, Canada
$77.2M -$13.6M -152,837 -14%
BKBG
211
BHF Kleinwort Benson Group
Belgium
$77.1M -$1.73M -19,496 -2%
PP
212
Prudential plc
United Kingdom
$77M +$5.69M +64,200 +8%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$76.6M +$26.4M +297,993 +49%
UIM
214
USS Investment Management
United Kingdom
$74.7M -$29.2M -329,569 -27%
RCAMU
215
Rothschild & Co Asset Management US
Connecticut
$74.4M +$13.2M +149,093 +21%
RFS
216
Rockefeller Financial Services
New York
$74.1M -$145K -1,635 -0.2%
MG
217
Markel Group
Virginia
$73.8M
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$72.4M +$561K +6,332 +0.7%
ELC
219
Edgar Lomax Company
Virginia
$72M +$3.6M +40,550 +5%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$71.1M +$31.6M +356,920 +74%
Ninety One (UK)
221
Ninety One (UK)
United Kingdom
$71M +$8.69M +97,943 +13%
GW
222
GW & Wade
Massachusetts
$69M +$68.3M +770,441 +1,864%
BBHC
223
Brown Brothers Harriman & Co
New York
$68.9M -$2.34M -26,429 -3%
LPL Financial
224
LPL Financial
California
$68.9M -$1.28M -14,490 -2%
CIC
225
Crawford Investment Counsel
Georgia
$68.8M +$7.64M +86,193 +12%

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.