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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
SIC
401
Schwartz Investment Counsel
Michigan
$26.7M +$1.49M +15,000 +6%
MIH
402
Madison Investment Holdings
Wisconsin
$26.7M -$1.29M -12,954 -4%
ELC
403
Edgar Lomax Company
Virginia
$26.6M +$686K +6,890 +2%
TIM
404
Thompson Investment Management
Wisconsin
$26.3M +$816K +8,191 +3%
VDI
405
Vaughan David Investments
Illinois
$26.2M -$96.2K -966 -0.3%
LI
406
LMCG Investments
Massachusetts
$26M -$141K -1,414 -0.5%
NB
407
NBT Bank
New York
$25.6M -$1.15M -11,521 -4%
HCM
408
Howland Capital Management
Massachusetts
$25.6M -$374K -3,754 -1%
MME
409
Meag Munich Ergo
Germany
$25.3M +$14.8M +148,427 +122%
CONA
410
Capital One National Association
New York
$24.8M -$756K -7,595 -3%
RJFSA
411
Raymond James Financial Services Advisors
Florida
$24.5M +$700K +7,028 +3%
SAIG
412
Semper Augustus Investments Group
Colorado
$24.1M
NIM
413
Northeast Investment Management
Massachusetts
$24M -$838K -8,414 -3%
BSA
414
Braun Stacey Associates
New York
$23.9M +$1.23M +12,312 +5%
CTA
415
Chesley Taft & Associates
Illinois
$23.9M -$363K -3,645 -1%
ONB
416
Old National Bancorp
Indiana
$23.6M +$5.05M +50,700 +25%
FNFDCM
417
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$23.4M -$234K -2,347 -0.9%
CAM
418
Cacti Asset Management
Georgia
$23.1M +$4.02M +40,335 +20%
GD
419
Grandfield & Dodd
New York
$23M +$28.7K +288 +0.1%
AHC
420
Adell Harriman & Carpenter
Texas
$22.9M
FNBOO
421
First National Bank of Omaha
Nebraska
$22.6M -$766K -7,686 -3%
LC
422
Lourd Capital
California
$22.5M +$75.4K +757 +0.3%
DIA
423
Denver Investment Advisors
Colorado
$22.5M +$341K +3,428 +1%
SLI
424
Sumitomo Life Insurance
Japan
$22.3M -$1.51M -15,209 -6%
ACM
425
Azimuth Capital Management
Michigan
$22M -$213K -2,135 -0.9%

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.