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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
KCM
426
Kames Capital Management
United Kingdom
$21.1M -$1.81M -20,095 -8%
LC
427
Lourd Capital
California
$21.1M -$2.72M -30,166 -11%
First Trust Advisors
428
First Trust Advisors
Illinois
$21M +$2.83M +31,374 +15%
NLGIA
429
Nippon Life Global Investors Americas
New York
$20.9M -$63.1K -700 -0.3%
OPCM
430
Osborne Partners Capital Management
California
$20.8M +$331K +3,667 +2%
WCM
431
Wedge Capital Management
North Carolina
$20.8M -$895K -9,930 -4%
RJFSA
432
Raymond James Financial Services Advisors
Florida
$20.8M -$34.5M -382,628 -61%
DADC
433
D.A. Davidson & Co
Montana
$20.6M +$1.12M +12,383 +5%
WI
434
Wafra Inc
New York
$20.6M -$622K -6,900 -3%
TCM
435
Twin Capital Management
Pennsylvania
$20.6M -$2.75M -30,540 -11%
GD
436
Grandfield & Dodd
New York
$20.4M +$324K +3,591 +2%
VFAM
437
Valley Forge Asset Management
Pennsylvania
$20.4M -$4.93M -54,705 -19%
MCM
438
Maryland Capital Management
Maryland
$20.2M +$828K +9,183 +4%
ALA
439
Atherton Lane Advisers
California
$20.1M -$772K -8,564 -4%
HIMC
440
Heritage Investors Management Corp
Maryland
$20.1M +$266K +2,949 +1%
BHC
441
Bowen Hanes & Co
Florida
$20.1M -$3.27M -36,325 -13%
IC
442
Inverness Counsel
New York
$20M -$247K -2,738 -1%
NLI
443
Nippon Life Insurance
Japan
$19.7M -$1.85M -20,515 -8%
RNS
444
Robert N. Shapiro
$19.6M +$3.72M +41,309 +22%
PL
445
Parthenon LLC
Kentucky
$19.5M -$352K -3,900 -2%
QI
446
QS Investors
New York
$19.4M -$8.8M -97,619 -30%
JGUA
447
John G. Ullman & Associates
New York
$19.4M +$742K +8,233 +4%
Millennium Management
448
Millennium Management
New York
$19.2M +$18.7M +207,851 +1,349%
ARC
449
Absolute Return Capital
Massachusetts
$19.1M -$5.69M -63,142 -22%
DJSG
450
D.J. St. Germain
Massachusetts
$19.1M -$157K -1,742 -0.8%

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.