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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
HP
451
Hikari Power
Japan
$19.6M -$4.64M -46,600 -18%
TCOO
452
Trust Company of Oklahoma
Oklahoma
$19.5M +$2.67M +26,840 +15%
FCI
453
Financial Counselors Inc
Kansas
$19.5M +$140K +1,402 +0.7%
CNBT
454
Canandaigua National Bank & Trust
New York
$19.5M -$469K -4,706 -2%
TCOV
455
Trust Company of Vermont
Vermont
$19.3M -$115K -1,151 -0.6%
MBTD
456
Mechanics Bank - Trust Department
California
$19.2M -$1.18M -11,836 -5%
CCT
457
Chemung Canal Trust
New York
$19.1M +$3.09K +31 +0%
WSCM
458
Wellington Shields Capital Management
New York
$19M +$119K +1,193 +0.6%
BST
459
Bath Savings Trust
Maine
$18.9M -$100K -1,009 -0.5%
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$2.06M +20,669 +11%
NLI
461
Nippon Life Insurance
Japan
$18.9M -$330K -3,317 -2%
WDA
462
Wendell David Associates
New Hampshire
$18.7M +$56K +562 +0.3%
HIC
463
Harvey Investment Company
Kentucky
$18.7M +$30.1K +302 +0.2%
APFBOT
464
Amica Pension Fund Board of Trustees
Rhode Island
$18.6M
BC
465
Burney Company
Virginia
$18.5M +$3.04M +30,514 +18%
Natixis Advisors
466
Natixis Advisors
Massachusetts
$18.4M -$2.06M -20,634 -10%
JMFC
467
J.M. Forbes & Co
Massachusetts
$18.4M -$162K -1,628 -0.8%
EFS
468
Essex Financial Services
Connecticut
$18.3M -$768K -7,714 -4%
AIMCA
469
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.3M +$13.3M +133,400 +219%
DJSG
470
D.J. St. Germain
Massachusetts
$18.3M -$285K -2,859 -1%
CCFCSB
471
Cape Cod Five Cents Savings Bank
Massachusetts
$18.2M -$100K -1,009 -0.5%
BB
472
Busey Bank
Illinois
$18.2M -$330K -3,314 -2%
MWR
473
McAdams Wright Ragen
Washington
$18.2M +$774K +7,771 +4%
CTI
474
Community Trust & Investment
Kentucky
$18.1M +$3.3M +33,123 +21%
FNT
475
First National Trust
Pennsylvania
$18M +$138K +1,388 +0.7%

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.