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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
BT
476
Brandywine Trust
Delaware
$20.2M -$7.49K -81 -0%
APFBOT
477
Amica Pension Fund Board of Trustees
Rhode Island
$20M
CAM
478
Cypress Asset Management
Texas
$20M -$165K -1,785 -0.9%
BB
479
Busey Bank
Illinois
$19.9M +$78.1K +845 +0.4%
PCM
480
Parsons Capital Management
Rhode Island
$19.8M -$378K -4,091 -2%
SBH
481
Segall Bryant & Hamill
Illinois
$19.8M -$2.03K -22 -0%
CICI
482
Capital Investment Counsel Inc
North Carolina
$19.7M +$228K +2,465 +1%
CCFCSB
483
Cape Cod Five Cents Savings Bank
Massachusetts
$19.6M -$486K -5,261 -3%
GMIM
484
General Motors Investment Management
New York
$19.6M -$65.5K -708 -0.4%
EFS
485
Essex Financial Services
Connecticut
$19.6M -$511K -5,532 -3%
HIC
486
Harvey Investment Company
Kentucky
$19.4M -$327K -3,542 -2%
SPC
487
Stewart & Patten Company
California
$19.4M -$568K -6,140 -3%
QAM
488
QCI Asset Management
New York
$19.3M +$368K +3,977 +2%
MC
489
Middleton & Co
Massachusetts
$19.3M -$346K -3,737 -2%
PI
490
Placemark Investments
Illinois
$19.1M +$4.16M +44,995 +31%
FAM
491
Fred Alger Management
New York
$19M +$11M +119,406 +175%
RC
492
RegentAtlantic Capital
New Jersey
$18.9M -$1.29K -14 -0%
KCM
493
Kames Capital Management
United Kingdom
$18.9M -$5.39M -58,266 -24%
LMGAM
494
Liberty Mutual Group Asset Management
Massachusetts
$18.8M -$7.37M -79,662 -30%
ATC
495
Argent Trust Company
Louisiana
$18.8M +$114K +1,228 +0.7%
WCM
496
Winton Capital Management
United Kingdom
$18.8M -$20.7M -223,548 -55%
Northwestern Mutual Wealth Management
497
Northwestern Mutual Wealth Management
Wisconsin
$18.7M -$1.44M -15,610 -8%
BAC
498
Boys Arnold & Co
North Carolina
$18.7M -$389K -4,212 -2%
BHIA
499
Birch Hill Investment Advisors
Massachusetts
$18.7M -$990K -10,707 -5%
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
$18.6M +$217K +2,347 +1%

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.