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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.48B +$166M +1,790,174 +14%
Boston Partners
27
Boston Partners
Massachusetts
$1.36B +$305M +3,301,127 +33%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.33B +$58.2M +629,616 +5%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.32B -$43.4M -469,725 -3%
BA
30
BlackRock Advisors
Delaware
$1.29B -$21.7M -235,225 -2%
Capital Research Global Investors
31
Capital Research Global Investors
California
$1.25B +$884M +9,559,366 +344%
BIM
32
BlackRock Investment Management
Delaware
$1.18B -$29.8M -322,520 -3%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$1.17B -$58.4M -632,018 -5%
Charles Schwab
34
Charles Schwab
California
$1.15B -$15.2M -164,745 -1%
Ameriprise
35
Ameriprise
Minnesota
$1.15B +$179M +1,930,921 +20%
BlackRock
36
BlackRock
New York
$1.13B +$75.2M +813,821 +8%
IC
37
Institutional Capital
Illinois
$1.11B +$135M +1,456,898 +15%
Morgan Stanley
38
Morgan Stanley
New York
$1.11B -$32.9M -356,130 -3%
Prudential Financial
39
Prudential Financial
New Jersey
$1.09B -$125M -1,352,360 -11%
Deutsche Bank
40
Deutsche Bank
Germany
$1.08B -$69.2M -748,443 -7%
IIS
41
Ignis Investment Services
United Kingdom
$1.07B +$97.6M +1,055,588 New
LSV Asset Management
42
LSV Asset Management
Illinois
$974M -$8.78M -94,997 -1%
ClearBridge Investments
43
ClearBridge Investments
New York
$951M -$6.89M -74,481 -0.8%
US Bancorp
44
US Bancorp
Minnesota
$948M +$45.5M +491,932 +6%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$945M -$25.7M -277,815 -3%
American Century Companies
46
American Century Companies
Missouri
$941M -$24.4M -263,653 -3%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$936M -$35.4M -382,555 -4%
CS
48
Credit Suisse
Switzerland
$912M +$58.2M +629,596 +8%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$882M +$17.3M +187,309 +2%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$836M +$206M +2,223,497 +37%

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.