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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
BFS
301
Bradley Foster & Sargent
Connecticut
$53.1M +$1.69M +18,299 +4%
PSUF
302
People's United Financial
Connecticut
$52.8M -$4.05M -43,819 -8%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$52.7M -$4.14M -44,758 -8%
First Manhattan
304
First Manhattan
New York
$52.4M -$368K -3,976 -0.8%
RCM
305
Riverhead Capital Management
Delaware
$51.5M -$18.8M -203,212 -29%
PNC
306
Park National Corp
Ohio
$51.3M -$509K -5,509 -1%
William Blair & Company
307
William Blair & Company
Illinois
$50.7M +$31.2K +337 +0.1%
SAC
308
Smith Affiliated Capital
New York
$50.6M
WIM
309
Waverton Investment Management
United Kingdom
$50.5M +$15.2M +164,800 +49%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$49.7M -$2.36M -25,514 -5%
OI
311
Oakbrook Investments
Illinois
$49.5M -$52.1M -563,526 -54%
DWA
312
Douglass Winthrop Advisors
New York
$48.7M +$58.7K +635 +0.1%
ZIM
313
Zacks Investment Management
Illinois
$48.5M +$1.88M +20,326 +4%
BC
314
Bartlett & Co
Ohio
$48.5M -$1.9M -20,579 -4%
Janney Montgomery Scott
315
Janney Montgomery Scott
Pennsylvania
$47.7M +$1.9M +20,539 +5%
WSFS
316
Wilmington Savings Fund Society
Delaware
$46.9M -$1.68M -18,202 -4%
RMDI
317
R.M. Davis Inc
Maine
$46.4M +$1.16M +12,552 +3%
B
318
BP
United Kingdom
$46.1M -$1.29M -14,000 -3%
SCA
319
Salient Capital Advisors
Texas
$46M +$3.21M +34,756 +8%
Creative Planning
320
Creative Planning
Kansas
$46M +$1.48M +16,034 +4%
HEIP
321
Hudson Edge Investment Partners
New Jersey
$45.5M -$1.06M -11,450 -2%
GI
322
GLG Inc
New York
$45.5M -$2.92M -31,573 -7%
CTC
323
Central Trust Company
Missouri
$45M -$471K -5,099 -1%
BA
324
Boston Advisors
Massachusetts
$44.6M -$403K -4,357 -1%
KCM
325
Kornitzer Capital Management
Kansas
$44.3M +$950K +10,270 +2%

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.