ExxonMobil
XOM
1,913 hedge funds and large institutions have $214B invested in ExxonMobil in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 994 reducing their positions, and 50 closing their positions.
57% more call options, than puts
Call options by funds: $3.7B | Put options by funds: $2.35B
46% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 50
0% more funds holding
Funds holding: 1,910 → 1,913 (+3)
0.06% more ownership
Funds ownership: 50.53% → 50.59% (+0.06%)
5% less capital invested
Capital invested by funds: $224B → $214B (-$10.3B)
8% less funds holding in top 10
Funds holding in top 10: 777 → 718 (-59)
35% less repeat investments, than reductions
Existing positions increased: 644 | Existing positions reduced: 994
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$344M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$281M |
| 3 |
Bank of New York Mellon
New York
|
+$200M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$153M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$749M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$287M |
| 3 |
Goldman Sachs
New York
|
-$189M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$188M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$187M |
XOM Hedge Fund Activity: Q1 2014 in Review
1,913 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2014, worth a combined $214B — down 4.6% from $224B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new XOM positions and 50 closed out — a net gain of 23 holders — while 644 added to existing stakes and 994 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $344M. The largest seller was State Street, cutting an estimated $749M.
- 1,913 institutional investors held ExxonMobil (XOM) as of Q1 2014, up from 1,910 in Q4 2013.
- Funds reported $214B of ExxonMobil stock for Q1 2014, down 4.6% quarter-over-quarter.
- 73 funds opened new ExxonMobil positions in Q1 2014 and 50 closed out, a net change of +23 holders.
- The largest ExxonMobil buyer in Q1 2014 was Dimensional Fund Advisors, an estimated $344M added.
- The largest ExxonMobil seller in Q1 2014 was State Street, an estimated $749M sold.
Based on aggregated 13F filings for Q1 2014.