We are live on ! Find out more
XOM icon

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
NIM
401
Northeast Investment Management
Massachusetts
$28.5M -$2.85M -30,772 -10%
OA
402
OFI Advisors
Pennsylvania
$28.2M +$10.2K +110 +0%
DADC
403
D.A. Davidson & Co
Montana
$28.2M +$3.59M +38,867 +16%
VDI
404
Vaughan David Investments
Illinois
$28.2M +$160K +1,729 +0.6%
PA
405
Profund Advisors
Maryland
$27.9M -$1.55M -16,727 -6%
SIM
406
Sentry Investment Management
Wisconsin
$27.6M -$2.95M -31,864 -10%
SLI
407
Sumitomo Life Insurance
Japan
$27.6M -$1.4M -15,106 -5%
CONA
408
Capital One National Association
New York
$27.4M -$1.25M -13,569 -5%
BKBG
409
BHF Kleinwort Benson Group
Belgium
$26.9M +$20.2M +218,070 +457%
BII
410
Baring International Investment
United Kingdom
$26.9M -$11.5M -124,316 -32%
BSA
411
Braun Stacey Associates
New York
$26.7M -$779K -8,427 -3%
TIM
412
Thompson Investment Management
Wisconsin
$26.7M +$806K +8,719 +3%
HCM
413
Howland Capital Management
Massachusetts
$26.4M -$237K -2,558 -1%
FNFDCM
414
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$26.3M +$205K +2,212 +0.9%
CTA
415
Chesley Taft & Associates
Illinois
$26.1M +$648K +7,007 +3%
MBTD
416
Mechanics Bank - Trust Department
California
$25.8M -$754K -8,158 -3%
Toronto Dominion Bank
417
Toronto Dominion Bank
Ontario, Canada
$25.6M +$6.07M +65,612 +35%
VFAM
418
Valley Forge Asset Management
Pennsylvania
$25.6M +$1.39M +15,046 +6%
NPIT
419
National Penn Investors Trust
Pennsylvania
$25.5M +$98.7K +1,067 +0.4%
BCM
420
Bridgeway Capital Management
Texas
$25.5M +$288K +3,110 +1%
CC
421
Capital Counsel
New York
$25.2M -$248K -2,681 -1%
FNBOO
422
First National Bank of Omaha
Nebraska
$24.9M -$584K -6,316 -3%
BFM
423
Boston Financial Management
Massachusetts
$24.9M -$614K -6,641 -3%
HT
424
HAP Trading
New York
$24.9M +$7.29M +78,893 +47%
FWCM
425
Ferguson Wellman Capital Management
Oregon
$24.6M -$857K -9,272 -4%

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.