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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
RNS
451
Robert N. Shapiro
$21.6M -$1.23M -13,315 -6%
OA
452
Oak Associates
Ohio
$21.5M +$19.6M +212,151 New
FCI
453
Financial Counselors Inc
Kansas
$21.4M +$153K +1,656 +0.8%
GRQ
454
Gardner Russo & Quinn
Pennsylvania
$21.3M -$121K -1,306 -0.6%
RG
455
Rathbones Group
United Kingdom
$21.3M +$374K +4,045 +2%
MCM
456
Maryland Capital Management
Maryland
$21.3M -$2.3M -24,827 -11%
TCM
457
Tufton Capital Management
Maryland
$21.2M +$148K +1,604 +0.8%
TCOV
458
Trust Company of Vermont
Vermont
$21.2M -$518K -5,603 -3%
BSPF
459
British Steel Pension Fund
United Kingdom
$21.2M +$2.22M +23,984 +13%
TCM
460
Twin Capital Management
Pennsylvania
$21.2M -$2.8M -30,270 -13%
BST
461
Bath Savings Trust
Maine
$21.1M -$34.6K -374 -0.2%
WSCM
462
Wellington Shields Capital Management
New York
$21.1M -$121K -1,307 -0.6%
CCT
463
Chemung Canal Trust
New York
$21M +$60.7K +657 +0.3%
FCIM
464
Fairview Capital Investment Management
California
$20.9M +$175K +1,891 +0.9%
ACM
465
Azimuth Capital Management
Michigan
$20.8M +$555K +6,002 +3%
SIC
466
Schwartz Investment Counsel
Michigan
$20.8M -$5.07M -54,814 -21%
VFM
467
Viking Fund Management
North Dakota
$20.7M +$19M +205,000 New
WDA
468
Wendell David Associates
New Hampshire
$20.7M +$64.7K +700 +0.3%
TGA
469
Trilogy Global Advisors
Florida
$20.6M +$18.9M +204,022 New
CNBT
470
Canandaigua National Bank & Trust
New York
$20.6M -$271K -2,931 -1%
BFO
471
Boston Family Office
Massachusetts
$20.5M -$755K -8,163 -4%
RJT
472
Raymond James Trust
Florida
$20.4M -$172K -1,855 -0.9%
WI
473
Wafra Inc
New York
$20.3M -$3.61M -39,000 -16%
JMFC
474
J.M. Forbes & Co
Massachusetts
$20.3M +$667K +7,209 +4%
PAM
475
Private Asset Management
California
$20.3M +$1.39M +15,076 +8%

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.