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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
RJFSA
426
Raymond James Financial Services Advisors
Florida
$24.5M -$2.96K -32 -0%
LC
427
Lourd Capital
California
$24.4M -$333K -3,600 -1%
OPCM
428
Osborne Partners Capital Management
California
$24.2M -$252K -2,727 -1%
FWIA
429
Fort Washington Investment Advisors
Ohio
$24.2M -$1.28M -13,892 -5%
NLGIA
430
Nippon Life Global Investors Americas
New York
$24.1M -$408K -4,410 -2%
GD
431
Grandfield & Dodd
New York
$24M -$4.72K -51 -0%
BHC
432
Bowen Hanes & Co
Florida
$23.8M +$119K +1,290 +0.6%
FPTW
433
Franklin, Parlapiano, Turner & Welch
Texas
$23.6M -$1.95M -21,090 -8%
HIMC
434
Heritage Investors Management Corp
Maryland
$23.6M -$21.3K -230 -0.1%
JGUA
435
John G. Ullman & Associates
New York
$23.6M +$715K +7,734 +3%
MVIP
436
Mar Vista Investment Partners
California
$23.3M +$958K +10,365 +5%
IC
437
Inverness Counsel
New York
$23.1M -$361K -3,907 -2%
QI
438
QS Investors
New York
$23.1M +$234K +2,535 +1%
PL
439
Parthenon LLC
Kentucky
$23M +$17.6K +190 +0.1%
AHC
440
Adell Harriman & Carpenter
Texas
$23M +$597K +6,462 +3%
TTWM
441
TCV Trust & Wealth Management
Virginia
$22.6M +$439K +4,750 +2%
NLI
442
Nippon Life Insurance
Japan
$22.6M -$488K -5,274 -2%
WCM
443
Wedge Capital Management
North Carolina
$22.5M -$1.85M -20,050 -8%
FIM
444
FourPoints Investment Managers
France
$22.5M -$7.51M -81,198 -27%
FMW
445
Farr Miller & Washington
District of Columbia
$22.4M +$270K +2,925 +1%
PA
446
Pinnacle Associates
New York
$22M +$749K +8,097 +4%
MCTIC
447
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$22M -$80.4K -870 -0.4%
MHIC
448
Marble Harbor Investment Counsel
Massachusetts
$21.8M +$74K +800 +0.4%
DJSG
449
D.J. St. Germain
Massachusetts
$21.8M -$568K -6,143 -3%
AIM
450
Avity Investment Management
Connecticut
$21.8M -$302K -3,264 -1%

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.