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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
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$1.16B -$60.4M -669,421 -5%
BA
27
BlackRock Advisors
Delaware
$1.11B -$19.3M -214,517 -2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.1B +$42.8M +474,817 +4%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.08B -$599M -6,640,891 -35%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$1.06B -$24.7M -273,651 -2%
Prudential Financial
31
Prudential Financial
New Jersey
$1.04B -$16.1M -178,400 -1%
BIM
32
BlackRock Investment Management
Delaware
$1.03B -$59.8M -663,574 -5%
Charles Schwab
33
Charles Schwab
California
$995M +$13.7M +152,055 +1%
Deutsche Bank
34
Deutsche Bank
Germany
$985M -$9.19M -101,985 -0.9%
Morgan Stanley
35
Morgan Stanley
New York
$974M -$75.2M -834,277 -7%
BlackRock
36
BlackRock
New York
$893M -$41.3M -458,565 -4%
Boston Partners
37
Boston Partners
Massachusetts
$868M +$140M +1,558,259 +18%
LSV Asset Management
38
LSV Asset Management
Illinois
$837M -$16.8M -186,770 -2%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$829M -$35.1M -389,396 -4%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$828M -$7.32M -81,235 -0.8%
American Century Companies
41
American Century Companies
Missouri
$823M -$52.8M -585,776 -6%
IC
42
Institutional Capital
Illinois
$822M -$41.5M -459,986 -5%
ClearBridge Investments
43
ClearBridge Investments
New York
$815M -$1.68M -18,587 -0.2%
Ameriprise
44
Ameriprise
Minnesota
$813M -$122M -1,355,913 -13%
Invesco
45
Invesco
Georgia
$808M -$277M -3,076,880 -25%
US Bancorp
46
US Bancorp
Minnesota
$764M -$19.3M -214,102 -2%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$734M +$93.3M +1,035,293 +14%
CS
48
Credit Suisse
Switzerland
$721M -$204M -2,261,466 -21%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$693M -$10M -111,353 -1%
JHIU
50
Janus Henderson Investors US
Colorado
$677M -$227M -2,520,643 -24%

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.