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ExxonMobil

1,910 hedge funds and large institutions have $224B invested in ExxonMobil in 2013 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 600 increasing their positions, 913 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $187B → $224B (+$36.6B)

15% more funds holding in top 10

Funds holding in top 10: 676777 (+101)

8% more funds holding

Funds holding: 1,7651,910 (+145)

3% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.47B

0.9% more ownership

Funds ownership: 49.63%50.53% (+0.9%)

34% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 913

Holders
1,910
Holders Change
+145
Holders Change %
+8.22%
% of All Funds
55.41%
Holding in Top 10
777
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+14.94%
% of All Funds
22.54%
New
229
Increased
600
Reduced
913
Closed
60
Calls
$3.56B
Puts
$3.47B
Net Calls
+$94.5M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
251
Crawford Investment Counsel
Georgia
$78.3M -$1.37M -14,808 -2%
PWLP
252
Prio Wealth Limited Partnership
Massachusetts
$77.6M +$429K +4,641 +0.6%
GF
253
Gabelli Funds
New York
$76.9M -$555K -6,000 -0.8%
HighTower Advisors
254
HighTower Advisors
Illinois
$76.5M +$5.57M +60,237 +9%
Cohen & Steers
255
Cohen & Steers
New York
$73.9M -$32.2M -347,850 -32%
Primecap Management
256
Primecap Management
California
$73.7M
CAM
257
Congress Asset Management
Massachusetts
$73M -$432K -4,674 -0.6%
WAM
258
World Asset Management
Michigan
$72.4M -$10.7M -115,666 -14%
Asset Management One
259
Asset Management One
Japan
$71.1M -$15M -161,715 -19%
1832 Asset Management
260
1832 Asset Management
Ontario, Canada
$70.5M +$64.5M +697,260 New
Macquarie Group
261
Macquarie Group
Australia
$70.2M +$6.43M +69,533 +11%
GH
262
GAM Holding
Switzerland
$68.5M -$352K -3,810 -0.6%
MHC
263
Meyer Handelman Company
New York
$66.2M -$689K -7,450 -1%
NPA
264
Nichols & Pratt Advisers
Massachusetts
$65.4M -$731K -7,905 -1%
BAM
265
Barrett Asset Management
New York
$65.4M -$585K -6,327 -1%
T
266
Thomaspartners
Massachusetts
$65.3M +$11.3M +121,821 +23%
HCM
267
Huber Capital Management
California
$64.8M +$9.7M +104,900 +20%
GG
268
Gofen & Glossberg
Illinois
$64.7M -$418K -4,516 -0.7%
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$63.9M -$2.75M -29,747 -4%
DILH
270
Dai-ichi Life Holdings
Japan
$63.9M -$3.37M -36,453 -5%
MPI
271
Mairs & Power Inc
Minnesota
$63M +$3.02M +32,685 +6%
CPSAC
272
Chas P. Smith & Associates (CPS)
Florida
$62M +$38.2M +413,481 +207%
PHAM
273
Pacific Heights Asset Management
California
$60.7M -$9.25M -100,000 -14%
RCAMU
274
Rothschild & Co Asset Management US
Connecticut
$60.6M -$12.1M -131,406 -18%
PCA
275
Peddock Capital Advisors
Massachusetts
$60.1M +$55M +594,339 New

XOM Hedge Fund Activity: Q4 2013 in Review

1,910 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2013, worth a combined $224B — up 20% from $187B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new XOM positions and 60 closed out — a net gain of 169 holders — while 600 added to existing stakes and 913 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $884M. The largest seller was Norges Bank, cutting an estimated $312M.

  • 1,910 institutional investors held ExxonMobil (XOM) as of Q4 2013, up from 1,765 in Q3 2013.
  • Funds reported $224B of ExxonMobil stock for Q4 2013, up 20% quarter-over-quarter.
  • 229 funds opened new ExxonMobil positions in Q4 2013 and 60 closed out, a net change of +169 holders.
  • The largest ExxonMobil buyer in Q4 2013 was Capital Research Global Investors, an estimated $884M added.
  • The largest ExxonMobil seller in Q4 2013 was Norges Bank, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2013.