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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.4B +$157M +1,771,043 +0.7%
State Street
2
State Street
Massachusetts
$15.9B -$546M -6,151,825 -3%
BIT
3
BlackRock Institutional Trust
California
$9.7B +$84.3M +951,000 +0.8%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.68B -$44.3M -499,605 -0.7%
Northern Trust
5
Northern Trust
Illinois
$5.08B -$117M -1,322,178 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.97B -$86M -970,123 -2%
BFA
7
BlackRock Fund Advisors
California
$4.96B +$282M +3,180,718 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.97B +$11M +123,552 +0.3%
Bank of America
9
Bank of America
North Carolina
$3.86B +$679M +7,653,863 +20%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$3.15B
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.9B +$76.7M +864,674 +3%
BG
12
BlackRock Group
United Kingdom
$2.85B -$48.7M -549,094 -2%
Norges Bank
13
Norges Bank
Norway
$2.85B +$55.6M +626,510 +2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$2.37B -$140M -1,576,885 -5%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.9B -$101M -1,134,365 -5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.74B -$562M -6,334,110 -24%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.68B +$26.6M +300,192 +2%
Wells Fargo
18
Wells Fargo
California
$1.65B -$74M -835,044 -4%
Goldman Sachs
19
Goldman Sachs
New York
$1.59B -$366K -4,131 -0%
TCIM
20
TIAA CREF Investment Management
New York
$1.58B -$116M -1,309,951 -7%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$1.55B -$52.5M -592,612 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.53B -$15M -168,993 -0.9%
UBS AM
23
UBS AM
Illinois
$1.29B -$171M -1,925,472 -11%
Charles Schwab
24
Charles Schwab
California
$1.23B +$84.9M +957,576 +7%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$1.21B -$22.9M -257,714 -2%

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.