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ExxonMobil

1,929 hedge funds and large institutions have $201B invested in ExxonMobil in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 679 increasing their positions, 956 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.55B

1.04% less ownership

Funds ownership: 51.27%50.24% (-1%)

1% less funds holding

Funds holding: 1,9561,929 (-27)

9% less capital invested

Capital invested by funds: $222B → $201B (-$21.1B)

10% less funds holding in top 10

Funds holding in top 10: 705632 (-73)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 956

Holders
1,929
Holders Change
-27
Holders Change %
-1.38%
% of All Funds
55.95%
Holding in Top 10
632
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-10.35%
% of All Funds
18.33%
New
52
Increased
679
Reduced
956
Closed
61
Calls
$2.63B
Puts
$2.55B
Net Calls
+$77.5M
Net Calls Change
-$543M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$80M -$4.65M -46,701 -5%
Jacobs Levy Equity Management
227
Jacobs Levy Equity Management
New Jersey
$79.9M -$349K -3,500 -0.4%
Harris Associates
228
Harris Associates
Illinois
$78.2M -$2.84M -28,546 -3%
BTW
229
Boston Trust Walden
Massachusetts
$76.9M -$3.79K -38 -0%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$76.6M +$1.43M +14,320 +2%
Primecap Management
231
Primecap Management
California
$73.8M
LPL Financial
232
LPL Financial
California
$73.4M +$891K +8,942 +1%
ARC
233
Absolute Return Capital
Massachusetts
$72.7M -$40.5M -406,334 -34%
PWLP
234
Prio Wealth Limited Partnership
Massachusetts
$71M +$368K +3,694 +0.5%
SDIC
235
South Dakota Investment Council
South Dakota
$70.8M +$74.9M +752,475 New
NRS
236
Neville Rodie & Shaw
New York
$70.7M -$523K -5,255 -0.7%
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$70.4M +$6.06M +60,861 +9%
URS
238
Utah Retirement Systems
Utah
$69.9M -$189K -1,900 -0.3%
GF
239
Gabelli Funds
New York
$69.7M -$1.83M -18,400 -2%
B
240
Baird
Wisconsin
$69.4M -$11.9M -119,221 -14%
Federated Hermes
241
Federated Hermes
Pennsylvania
$69.1M -$37.4M -375,695 -34%
CIC
242
Crawford Investment Counsel
Georgia
$68.3M -$973K -9,771 -1%
MA
243
MUFG Americas
New York
$68.1M -$3.24M -32,538 -4%
Ninety One (UK)
244
Ninety One (UK)
United Kingdom
$67.8M -$4.57M -45,885 -6%
WBC
245
Westpac Banking Corp
Australia
$67.7M -$5.42M -54,408 -7%
WB
246
WesBanco Bank
West Virginia
$67.6M -$1.69M -16,995 -2%
PRA
247
Parametric Risk Advisors
Connecticut
$67.1M +$11.9M +119,955 +20%
HCM
248
Huber Capital Management
California
$66.6M -$6.82M -68,500 -9%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$65.7M -$16.5M -165,183 -19%
HI
250
Honeywell International
North Carolina
$65.7M +$9.83M +98,700 +16%

XOM Hedge Fund Activity: Q3 2014 in Review

1,929 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2014, worth a combined $201B — down 9.5% from $222B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of XOM and 52 opened new positions — a net loss of 9 holders — while 956 trimmed existing stakes and 679 added.

The largest buyer was Vanguard Group, adding an estimated $415M. The largest seller was Norges Bank, cutting an estimated $3.16B.

  • 1,929 institutional investors held ExxonMobil (XOM) as of Q3 2014, down from 1,956 in Q2 2014.
  • Funds reported $201B of ExxonMobil stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 52 funds opened new ExxonMobil positions in Q3 2014 and 61 closed out, a net change of -9 holders.
  • The largest ExxonMobil buyer in Q3 2014 was Vanguard Group, an estimated $415M added.
  • The largest ExxonMobil seller in Q3 2014 was Norges Bank, an estimated $3.16B sold.

Based on aggregated 13F filings for Q3 2014.