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ExxonMobil

2,118 hedge funds and large institutions have $163B invested in ExxonMobil in 2015 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 822 increasing their positions, 913 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 54

5% more capital invested

Capital invested by funds: $155B → $163B (+$8.22B)

5% more funds holding

Funds holding: 2,0182,118 (+100)

3% more funds holding in top 10

Funds holding in top 10: 527545 (+18)

0.14% more ownership

Funds ownership: 50.37%50.52% (+0.14%)

10% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 913

50% less call options, than puts

Call options by funds: $3.25B | Put options by funds: $6.46B

Holders
2,118
Holders Change
+100
Holders Change %
+4.96%
% of All Funds
55.55%
Holding in Top 10
545
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+3.42%
% of All Funds
14.29%
New
179
Increased
822
Reduced
913
Closed
54
Calls
$3.25B
Puts
$6.46B
Net Calls
-$3.21B
Net Calls Change
-$3.22B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.4B +$446M +5,580,067 +2%
State Street
2
State Street
Massachusetts
$14.3B +$278M +3,478,626 +2%
BIT
3
BlackRock Institutional Trust
California
$8.55B -$38.6M -482,989 -0.4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$4.97B -$147M -1,844,380 -3%
BFA
5
BlackRock Fund Advisors
California
$4.59B +$285M +3,559,055 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.37B -$133M -1,662,512 -3%
Northern Trust
7
Northern Trust
Illinois
$4.19B -$391M -4,885,266 -8%
Bank of America
8
Bank of America
North Carolina
$3.47B -$274M -3,424,862 -7%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$2.89B
JP Morgan Chase
10
JP Morgan Chase
New York
$2.84B -$277M -3,462,550 -9%
Norges Bank
11
Norges Bank
Norway
$2.75B +$61.4M +767,972 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$2.71B +$341M +4,267,723 +14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.68B -$4.31M -53,942 -0.2%
BG
14
BlackRock Group
United Kingdom
$2.64B -$42.3M -529,694 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.1B +$165M +2,067,207 +8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.75B +$65.6M +820,595 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.66B -$44.2M -552,694 -3%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.61B +$26M +325,667 +2%
Wells Fargo
19
Wells Fargo
California
$1.61B -$26.5M -331,253 -2%
Franklin Resources
20
Franklin Resources
California
$1.59B -$19.6M -244,918 -1%
Ameriprise
21
Ameriprise
Minnesota
$1.57B +$59.6M +745,883 +4%
Goldman Sachs
22
Goldman Sachs
New York
$1.26B -$84.8M -1,060,439 -6%
TCIM
23
TIAA CREF Investment Management
New York
$1.24B -$64.6M -808,334 -5%
Charles Schwab
24
Charles Schwab
California
$1.24B +$63.8M +797,812 +5%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$1.23B -$66.1M -827,513 -5%

XOM Hedge Fund Activity: Q4 2015 in Review

2,118 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2015, worth a combined $163B — up 5.3% from $155B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new XOM positions and 54 closed out — a net gain of 125 holders — while 822 added to existing stakes and 913 trimmed.

The largest buyer was Vanguard Group, adding an estimated $446M. The largest seller was SG Americas Securities, cutting an estimated $557M.

  • 2,118 institutional investors held ExxonMobil (XOM) as of Q4 2015, up from 2,018 in Q3 2015.
  • Funds reported $163B of ExxonMobil stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 179 funds opened new ExxonMobil positions in Q4 2015 and 54 closed out, a net change of +125 holders.
  • The largest ExxonMobil buyer in Q4 2015 was Vanguard Group, an estimated $446M added.
  • The largest ExxonMobil seller in Q4 2015 was SG Americas Securities, an estimated $557M sold.

Based on aggregated 13F filings for Q4 2015.