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ExxonMobil

1,765 hedge funds and large institutions have $187B invested in ExxonMobil in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 623 increasing their positions, 888 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

21% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $2.25B

0% more funds holding

Funds holding: 1,7591,765 (+6)

0.13% less ownership

Funds ownership: 49.76%49.63% (-0.13%)

6% less capital invested

Capital invested by funds: $200B → $187B (-$12.5B)

7% less funds holding in top 10

Funds holding in top 10: 730676 (-54)

30% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 888

Holders
1,765
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
57.21%
Holding in Top 10
676
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-7.4%
% of All Funds
21.91%
New
69
Increased
623
Reduced
888
Closed
46
Calls
$2.72B
Puts
$2.25B
Net Calls
+$469M
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
401
Vaughan David Investments
Illinois
$23.8M +$132K +1,464 +0.5%
BSA
402
Braun Stacey Associates
New York
$23.4M -$1.64M -18,140 -6%
AIMCA
403
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.9M +$4.34M +48,100 +22%
LMGAM
404
Liberty Mutual Group Asset Management
Massachusetts
$22.9M -$8.03M -89,057 -25%
BAIA
405
Bel Air Investment Advisors
California
$22.8M +$346K +3,843 +1%
CAM
406
Centre Asset Management
New York
$22.7M -$356K -3,950 -1%
CI
407
Conning Inc
Connecticut
$22.7M +$804K +8,913 +3%
HCM
408
Howland Capital Management
Massachusetts
$22.7M +$3.73M +41,318 +19%
MBTD
409
Mechanics Bank - Trust Department
California
$22.6M -$417K -4,629 -2%
SIC
410
Schwartz Investment Counsel
Michigan
$22.4M +$4.69M +52,000 +25%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$22.2M -$1.03M -11,452 -4%
FNFDCM
412
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$22.1M +$381K +4,226 +2%
TAM
413
Todd Asset Management
Kentucky
$22.1M -$20.7M -229,205 -47%
DIA
414
Denver Investment Advisors
Colorado
$22.1M -$1.39M -15,404 -6%
AF
415
Ally Financial
Michigan
$21.9M +$451K +5,000 +2%
FPTW
416
Franklin, Parlapiano, Turner & Welch
Texas
$21.9M +$8.04M +89,200 +54%
TIM
417
Thompson Investment Management
Wisconsin
$21.9M +$245K +2,715 +1%
FWIA
418
Fort Washington Investment Advisors
Ohio
$21.8M -$25.9M -287,409 -53%
FNBOO
419
First National Bank of Omaha
Nebraska
$21.7M -$6.2M -68,813 -21%
BFM
420
Boston Financial Management
Massachusetts
$21.7M -$319K -3,538 -1%
FWCM
421
Ferguson Wellman Capital Management
Oregon
$21.7M -$6.37M -70,636 -22%
CC
422
Capital Counsel
New York
$21.7M -$210K -2,325 -0.9%
CTA
423
Chesley Taft & Associates
Illinois
$21.6M -$3.76M -41,715 -14%
NPIT
424
National Penn Investors Trust
Pennsylvania
$21.6M +$872K +9,668 +4%
BCM
425
Bridgeway Capital Management
Texas
$21.4M +$3.39M +37,590 +18%

XOM Hedge Fund Activity: Q3 2013 in Review

1,765 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2013, worth a combined $187B — down 6.2% from $200B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XOM positions and 46 closed out — a net gain of 23 holders — while 623 added to existing stakes and 888 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $797M. The largest seller was AllianceBernstein, cutting an estimated $599M.

  • 1,765 institutional investors held ExxonMobil (XOM) as of Q3 2013, up from 1,759 in Q2 2013.
  • Funds reported $187B of ExxonMobil stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 69 funds opened new ExxonMobil positions in Q3 2013 and 46 closed out, a net change of +23 holders.
  • The largest ExxonMobil buyer in Q3 2013 was Berkshire Hathaway, an estimated $797M added.
  • The largest ExxonMobil seller in Q3 2013 was AllianceBernstein, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2013.