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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
Macquarie Group
251
Macquarie Group
Australia
$65.4M +$579K +5,810 +0.8%
CA
252
Cullinan Associates
Kentucky
$64.7M +$14.7M +148,009 +27%
TU
253
TDAM USA
Ontario, Canada
$64.7M -$7.15M -71,792 -9%
RCAMU
254
Rothschild & Co Asset Management US
Connecticut
$64.5M -$662K -6,646 -1%
Fidelity International
255
Fidelity International
Bermuda
$64.3M -$13.8M -138,503 -17%
NAM
256
NorthCoast Asset Management
Connecticut
$64M +$66.7M +670,150 +6,290%
MPI
257
Mairs & Power Inc
Minnesota
$63.5M +$572K +5,745 +0.9%
NPA
258
Nichols & Pratt Advisers
Massachusetts
$62.8M -$698K -7,005 -1%
SC
259
Stralem & Co
New York
$62.2M -$50.3M -504,707 -43%
AII
260
AGF Investments Inc
Ontario, Canada
$62.1M -$952K -9,561 -1%
WAM
261
World Asset Management
Michigan
$61.1M +$3.6M +36,125 +6%
LS
262
Livforsakringsbolaget Skandia
Sweden
$60M -$3.92M -39,400 -6%
BAM
263
Barrett Asset Management
New York
$59.9M -$489K -4,906 -0.8%
BKBG
264
BHF Kleinwort Benson Group
Belgium
$59.8M -$13.3M -133,185 -15%
Asset Management One
265
Asset Management One
Japan
$59.5M -$1.11M -11,117 -2%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$59.3M -$2.63M -26,400 -4%
MHC
267
Meyer Handelman Company
New York
$59.2M -$208K -2,085 -0.3%
GG
268
Gofen & Glossberg
Illinois
$59.1M -$415K -4,163 -0.7%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$58.4M +$1.23M +12,300 +2%
PGFC
270
Peapack-Gladstone Financial Corp
New Jersey
$58.1M -$817K -8,200 -1%
GH
271
GAM Holding
Switzerland
$58M -$4.05M -40,649 -6%
DILH
272
Dai-ichi Life Holdings
Japan
$57.6M -$887K -8,902 -1%
Loomis, Sayles & Company
273
Loomis, Sayles & Company
Massachusetts
$56.8M -$65.3M -655,380 -52%
SFM
274
Systematic Financial Management
New Jersey
$56.7M +$4.39M +44,087 +8%
RCM
275
Riverhead Capital Management
Delaware
$56.2M +$1.71M +17,193 +3%

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.