We are live on ! Find out more
XOM icon

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
PSUF
301
People's United Financial
Connecticut
$46.6M +$1.92M +19,295 +4%
MAM
302
Martingale Asset Management
Massachusetts
$46.5M +$4.31M +43,307 +10%
KCM
303
Kornitzer Capital Management
Kansas
$46.5M +$2.11M +21,219 +4%
PNC
304
Park National Corp
Ohio
$46.1M +$24.8K +249 +0.1%
B
305
BP
United Kingdom
$46.1M
BFS
306
Bradley Foster & Sargent
Connecticut
$45.9M +$343K +3,442 +0.7%
ZIM
307
Zacks Investment Management
Illinois
$45.1M -$3.63M -36,487 -7%
WI
308
WBI Investments
New Jersey
$45.1M +$47.8M +479,493 New
BPBT
309
Boston Private Bank & Trust
Massachusetts
$44.6M -$1.8M -18,093 -4%
Two Sigma Advisers
310
Two Sigma Advisers
New York
$44.6M +$47.2M +473,902 New
Flossbach Von Storch
311
Flossbach Von Storch
Germany
$44.2M +$3.3M +33,100 +8%
STC
312
SEI Trust Company
Pennsylvania
$44.2M -$809K -8,120 -2%
SCA
313
Salient Capital Advisors
Texas
$44.2M +$907K +9,111 +2%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$43.2M -$1.75M -17,568 -4%
RMDI
315
R.M. Davis Inc
Maine
$42.9M -$40.7K -409 -0.1%
BC
316
Bartlett & Co
Ohio
$42.9M -$487K -4,885 -1%
BUB
317
BBVA USA Bancshares
Texas
$42.2M -$955K -9,584 -2%
WSFS
318
Wilmington Savings Fund Society
Delaware
$42.1M -$78.8K -791 -0.2%
QBFM
319
QS Batterymarch Financial Management
New York
$41.9M -$2.02M -20,266 -4%
LOAMS
320
Lombard Odier Asset Management (Switzerland)
Switzerland
$41.9M +$41.1M +412,188 +1,318%
Nomura Holdings
321
Nomura Holdings
Japan
$41.8M +$27.3M +274,498 +167%
BA
322
Boston Advisors
Massachusetts
$41.6M -$301K -3,024 -0.7%
GLA
323
Great Lakes Advisors
Illinois
$40.8M +$5.94M +59,643 +16%
CTC
324
Central Trust Company
Missouri
$40.6M -$261K -2,617 -0.6%
CCM
325
Covington Capital Management
California
$40.6M -$19.9K -200 -0%

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.