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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
CCM
326
Covington Capital Management
California
$43.8M -$249K -2,689 -0.6%
NB
327
Norinchukin Bank
Japan
$43.8M -$454K -4,909 -1%
SCA
328
SAC Capital Advisors
Connecticut
$43.4M +$35.5M +384,184 +855%
TMAM
329
Tokio Marine Asset Management
Japan
$43.2M -$7.52M -81,383 -16%
FIM
330
Foresters Investment Management
New York
$42.9M -$240K -2,600 -0.6%
KFC
331
Klingenstein Fields & Co
New York
$42.8M -$2.15M -23,288 -5%
RHBC
332
R.H. Bluestein & Co
Michigan
$42.7M +$8.35M +90,255 +27%
Baillie Gifford & Co
333
Baillie Gifford & Co
United Kingdom
$42.4M -$741K -8,010 -2%
WT
334
Washington Trust
Rhode Island
$41.9M -$2.9M -31,316 -7%
STC
335
SEI Trust Company
Pennsylvania
$41.7M -$3.17M -34,332 -8%
SC
336
SRB Corp
Massachusetts
$41.5M
SCI
337
S&CO Inc
Massachusetts
$41.5M -$2.17M -23,424 -5%
DC
338
Deere & Company
Illinois
$41M +$264K +2,854 +0.7%
WPC
339
Waters Parkerson & Co
Louisiana
$40.8M +$39.2K +424 +0.1%
CA
340
Cortland Advisers
Delaware
$40.5M
PI
341
PineBridge Investments
New York
$40M -$9.65M -104,357 -21%
SAM
342
Securian Asset Management
Minnesota
$39.9M +$21.7K +235 +0.1%
SF
343
Synovus Financial
Georgia
$39.5M -$840K -9,090 -2%
CBN
344
Cadence Bank NA
Texas
$38.9M +$824K +8,916 +2%
FBNAT
345
FirstMerit Bank N.A. Trustee
Ohio
$38.7M -$1.27M -13,743 -3%
ISL
346
Ingalls & Snyder LLC
New York
$38.7M -$2.66M -28,793 -7%
BUB
347
BBVA USA Bancshares
Texas
$38.5M -$1.82M -19,720 -5%
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$38.3M +$13.1M +141,562 +66%
Flossbach Von Storch
349
Flossbach Von Storch
Germany
$38.3M -$116M -1,250,964 -77%
AIA
350
Avalon Investment & Advisory
Texas
$38.3M -$54.8K -593 -0.2%

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.