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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.1B +$168M +2,174,307 +0.9%
State Street
2
State Street
Massachusetts
$13.4B +$115M +1,489,366 +0.8%
BIT
3
BlackRock Institutional Trust
California
$8.19B +$682K +8,846 +0%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$4.88B +$134M +1,740,722 +3%
Northern Trust
5
Northern Trust
Illinois
$4.36B -$67.3M -874,027 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.3B +$9.1M +118,072 +0.2%
BFA
7
BlackRock Fund Advisors
California
$4.11B -$34.2M -443,331 -0.8%
Bank of America
8
Bank of America
North Carolina
$3.57B +$232M +3,010,764 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.97B -$458M -5,948,522 -13%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$2.76B +$4.96M +64,400 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.56B +$17.2M +222,617 +0.6%
Norges Bank
12
Norges Bank
Norway
$2.56B +$72.2M +936,947 +3%
BG
13
BlackRock Group
United Kingdom
$2.56B +$32.4M +420,002 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$2.27B +$316M +4,094,730 +16%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.85B +$315M +4,089,290 +20%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.62B -$28.1M -364,975 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.6B +$119M +1,542,474 +8%
Wells Fargo
18
Wells Fargo
California
$1.56B +$70.4M +913,352 +5%
Franklin Resources
19
Franklin Resources
California
$1.53B +$367M +4,766,041 +30%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.51B +$71.8M +931,811 +5%
Ameriprise
21
Ameriprise
Minnesota
$1.45B +$606M +7,868,843 +68%
Goldman Sachs
22
Goldman Sachs
New York
$1.28B +$81.6M +1,059,614 +7%
TCIM
23
TIAA CREF Investment Management
New York
$1.24B -$49.1M -636,681 -4%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$1.24B -$105M -1,359,533 -8%
Charles Schwab
25
Charles Schwab
California
$1.12B +$23.1M +299,948 +2%

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.