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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.1B +$226M +2,629,231 +1%
State Street
2
State Street
Massachusetts
$14.9B -$725M -8,436,250 -5%
BIT
3
BlackRock Institutional Trust
California
$9.16B -$339M -3,948,809 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.32B -$256M -2,972,799 -4%
Northern Trust
5
Northern Trust
Illinois
$4.95B -$21.6M -251,707 -0.4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.8B -$73.1M -850,178 -1%
BFA
7
BlackRock Fund Advisors
California
$4.64B -$229M -2,659,017 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.82B -$67.1M -780,575 -2%
Bank of America
9
Bank of America
North Carolina
$3.74B -$39.9M -464,084 -1%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$3.08B
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.85B +$8.37M +97,414 +0.3%
BG
12
BlackRock Group
United Kingdom
$2.83B +$35.6M +414,568 +1%
Norges Bank
13
Norges Bank
Norway
$2.79B +$2.49M +29,010 +0.1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$2.2B -$126M -1,460,034 -5%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.85B -$16.3M -189,734 -0.8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.73B +$92M +1,070,217 +5%
Wells Fargo
17
Wells Fargo
California
$1.67B +$50.6M +588,027 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.67B -$36.6M -426,256 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.61B +$124M +1,440,109 +8%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$1.5B -$15.9M -185,056 -1%
TCIM
21
TIAA CREF Investment Management
New York
$1.44B -$102M -1,182,252 -6%
Goldman Sachs
22
Goldman Sachs
New York
$1.34B -$224M -2,603,171 -14%
Franklin Resources
23
Franklin Resources
California
$1.32B +$563M +6,551,948 +71%
UBS AM
24
UBS AM
Illinois
$1.28B +$17.2M +199,868 +1%
Charles Schwab
25
Charles Schwab
California
$1.23B +$22.9M +265,996 +2%

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.