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
CT
376
Cambridge Trust
Massachusetts
$30.4M +$166K +1,671 +0.5%
TBA
377
Tower Bridge Advisors
Pennsylvania
$30.3M -$270K -2,714 -0.8%
LTFS
378
Ladenburg Thalmann Financial Services
Florida
$30.3M +$1.19M +11,959 +4%
RHBC
379
R.H. Bluestein & Co
Michigan
$30.2M -$14.5M -146,082 -31%
WM
380
WS Management
Florida
$29.7M
JIC
381
Johnson Investment Counsel
Ohio
$29.7M -$833K -8,368 -3%
OA
382
OFI Advisors
Pennsylvania
$29.6M +$2.71M +27,246 +9%
PP
383
Palladium Partners
Virginia
$29.5M -$5.28M -53,014 -14%
B
384
Barings
North Carolina
$29.1M +$480K +4,820 +2%
SIM
385
Sentry Investment Management
Wisconsin
$29.1M -$589K -5,910 -2%
OC
386
Oppenheimer & Co
New York
$28.9M +$387K +3,888 +1%
GJIC
387
Gamble Jones Investment Counsel
California
$28.9M +$639K +6,419 +2%
PI
388
PineBridge Investments
New York
$28.8M +$2.43M +24,443 +9%
PHAM
389
Pacific Heights Asset Management
California
$28.2M -$4.98M -50,000 -14%
BPC
390
Banque Pictet & Cie
Switzerland
$28.1M -$4.78M -47,980 -14%
AMI
391
Amica Mutual Insurance
Rhode Island
$28.1M
CWP
392
Capital Wealth Planning
Florida
$27.9M -$12.7M -127,024 -30%
KBC Group
393
KBC Group
Belgium
$27.9M -$140M -1,401,657 -83%
GIA
394
Guyasuta Investment Advisors
Pennsylvania
$27.8M -$1.12M -11,196 -4%
AIA
395
Avalon Investment & Advisory
Texas
$27.8M +$325K +3,268 +1%
NPIT
396
National Penn Investors Trust
Pennsylvania
$27.8M +$230K +2,309 +0.8%
TMAM
397
Tokio Marine Asset Management
Japan
$27.5M -$2.64M -26,482 -8%
ABC
398
Associated Banc-Corp
Wisconsin
$27.5M -$177K -1,781 -0.6%
LBC
399
Lowe Brockenbrough & Co
Virginia
$27.3M -$66.4K -667 -0.2%
PA
400
Profund Advisors
Maryland
$26.8M -$5.44M -54,634 -16%

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.