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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
SAM
201
Shell Asset Management
Netherlands
$78.1M -$8.59M -99,956 -10%
RCAMU
202
Rothschild & Co Asset Management US
Connecticut
$77.9M +$5.19M +60,311 +7%
LW
203
Linscomb Wealth
Texas
$77.8M -$1.02M -11,823 -1%
DnB Asset Management
204
DnB Asset Management
Norway
$77.5M +$964K +11,208 +1%
EIM
205
ExxonMobil Investment Management
Texas
$77.2M -$6.93M -80,555 -8%
SC
206
SRB Corp
Massachusetts
$77.1M +$18.4M +214,566 +30%
HTC
207
Haverford Trust Company
Pennsylvania
$76.9M +$637K +7,412 +0.8%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$76.6M +$1.77M +20,627 +2%
ACM
209
Astenbeck Capital Management
Connecticut
$75.7M +$78.2M +909,970 New
MG
210
Markel Group
Virginia
$73.9M +$1.63M +19,000 +2%
FAF
211
Fjarde Ap-fonden
Sweden
$73.4M -$6.2M -72,142 -8%
Nordea Investment Management
212
Nordea Investment Management
Sweden
$72.9M +$47.2M +549,337 +168%
RFS
213
Rockefeller Financial Services
New York
$71.8M -$816K -9,493 -1%
ELC
214
Edgar Lomax Company
Virginia
$69.7M -$868K -10,100 -1%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$67.4M -$3.58M -41,658 -5%
Ninety One (UK)
216
Ninety One (UK)
United Kingdom
$67.4M -$2.14M -24,917 -3%
LPL Financial
217
LPL Financial
California
$67.4M +$31.7K +369 +0%
DL
218
Delta Lloyd
Netherlands
$66.8M -$11.5M -134,171 -14%
CCM
219
Cullen Capital Management
New York
$66.7M +$67.6M +785,800 +4,866%
Capital World Investors
220
Capital World Investors
California
$66.6M
GW
221
GW & Wade
Massachusetts
$66.3M -$1.25M -14,565 -2%
UCFA
222
United Capital Financial Advisors
Texas
$65.6M +$2.63M +30,628 +4%
Primecap Management
223
Primecap Management
California
$65.4M
BBHC
224
Brown Brothers Harriman & Co
New York
$65.3M -$2.3M -26,784 -3%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$64.8M -$5M -58,167 -7%

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.