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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
V
276
Veritable
Delaware
$59.3M -$158K -1,708 -0.3%
WT
277
Whittier Trust
California
$59.2M -$1.78M -19,207 -3%
Ninety One (UK)
278
Ninety One (UK)
United Kingdom
$59.1M +$47.7M +515,995 +757%
Jacobs Levy Equity Management
279
Jacobs Levy Equity Management
New Jersey
$59.1M -$37.9M -409,590 -41%
CA
280
Cullinan Associates
Kentucky
$58.1M -$3.73M -40,334 -7%
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$57.9M -$6.36M -68,809 -11%
TCT
282
TIAA CREF Trust
Missouri
$57.1M +$1.84M +19,885 +4%
Janus Henderson Group
283
Janus Henderson Group
United Kingdom
$56.7M -$165K -1,781 -0.3%
Truist Financial
284
Truist Financial
North Carolina
$56.4M -$676K -7,311 -1%
AI
285
Analytic Investors
California
$56.1M -$11.9M -128,927 -19%
BMO
286
Beck Mack & Oliver
New York
$56.1M -$3.63M -39,277 -7%
SAM
287
Sentinel Asset Management
Vermont
$56.1M
LW
288
Linscomb Wealth
Texas
$55.7M -$722K -7,805 -1%
BPBT
289
Boston Private Bank & Trust
Massachusetts
$55.4M -$176K -1,907 -0.3%
CSIC
290
Clifford Swan Investment Counsel
California
$55M +$166K +1,790 +0.3%
FTIOP
291
Fiduciary Trust International of Pennsylvania
Pennsylvania
$54.6M +$38.1K +412 +0.1%
AII
292
AGF Investments Inc
Ontario, Canada
$54.2M +$1.16M +12,531 +2%
BNP Paribas Asset Management
293
BNP Paribas Asset Management
France
$54M -$66.8M -722,185 -58%
MOACM
294
Mutual of America Capital Management
New York
$53.8M -$36.3K -393 -0.1%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$53.8M +$1.72M +18,640 +4%
PRA
296
Parametric Risk Advisors
Connecticut
$53.8M -$2.97M -32,125 -6%
CAM
297
Capstone Asset Management
Texas
$53.5M -$23.1M -249,428 -32%
Calamos Advisors
298
Calamos Advisors
Illinois
$53.3M -$53.6K -580 -0.1%
QBFM
299
QS Batterymarch Financial Management
New York
$53.2M -$1.48M -15,959 -3%
Zurich Cantonal Bank
300
Zurich Cantonal Bank
Switzerland
$53.1M +$1.25M +13,550 +3%

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.