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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
Connor, Clark & Lunn Investment Management (CC&L)
451
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19M +$9.52M +105,650 +97%
AHC
452
Adell Harriman & Carpenter
Texas
$19M +$367K +4,072 +2%
MVIP
453
Mar Vista Investment Partners
California
$19M -$9.98M -110,704 -33%
TTWM
454
TCV Trust & Wealth Management
Virginia
$18.8M -$406K -4,506 -2%
FMW
455
Farr Miller & Washington
District of Columbia
$18.8M -$405K -4,494 -2%
AIM
456
Avity Investment Management
Connecticut
$18.8M +$375K +4,165 +2%
MCTIC
457
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$18.7M -$127K -1,410 -0.6%
TCOV
458
Trust Company of Vermont
Vermont
$18.5M +$633K +7,026 +3%
MHIC
459
Marble Harbor Investment Counsel
Massachusetts
$18.5M -$106K -1,174 -0.5%
ELC
460
Edgar Lomax Company
Virginia
$18.4M -$1.75M -19,400 -8%
GRQ
461
Gardner Russo & Quinn
Pennsylvania
$18.3M -$1.34M -14,837 -7%
BFO
462
Boston Family Office
Massachusetts
$18.1M -$306K -3,399 -2%
FCI
463
Financial Counselors Inc
Kansas
$18M -$937K -10,389 -5%
PA
464
Pinnacle Associates
New York
$18M -$2.74M -30,351 -13%
WSCM
465
Wellington Shields Capital Management
New York
$18M -$83.6K -927 -0.4%
BST
466
Bath Savings Trust
Maine
$18M +$511K +5,665 +3%
TCM
467
Tufton Capital Management
Maryland
$17.9M +$637K +7,066 +4%
CCT
468
Chemung Canal Trust
New York
$17.8M +$40.3K +447 +0.2%
RG
469
Rathbones Group
United Kingdom
$17.8M -$228K -2,530 -1%
CNBT
470
Canandaigua National Bank & Trust
New York
$17.7M -$637K -7,070 -3%
FCIM
471
Fairview Capital Investment Management
California
$17.6M +$167K +1,850 +0.9%
WDA
472
Wendell David Associates
New Hampshire
$17.6M +$216K +2,391 +1%
RJT
473
Raymond James Trust
Florida
$17.5M -$338K -3,751 -2%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$17.3M -$432K -4,794 -2%
LTI
475
Laffer Tengler Investments
Tennessee
$17.2M -$2.62M -29,035 Closed

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.