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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
PAM
476
Private Asset Management
California
$18M -$72.3K -726 -0.4%
QAM
477
QCI Asset Management
New York
$17.9M +$520K +5,221 +3%
RC
478
RegentAtlantic Capital
New Jersey
$17.9M +$632K +6,345 +3%
BFO
479
Boston Family Office
Massachusetts
$17.9M -$107K -1,071 -0.6%
FWCM
480
Ferguson Wellman Capital Management
Oregon
$17.7M -$374K -3,754 -2%
WCM
481
Wedge Capital Management
North Carolina
$17.7M -$1.04M -10,400 -5%
WHRC
482
W.H. Reaves & Co
New Jersey
$17.6M +$1.05M +10,528 +6%
MCTIC
483
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$17.5M -$2.08M -20,888 -10%
WI
484
Wafra Inc
New York
$17.5M -$1.46M -14,700 -7%
EA
485
Euclid Advisors
Connecticut
$17.5M -$140M -1,402,970 -88%
AIM
486
Artemis Investment Management
United Kingdom
$17.5M +$18.5M +185,866 New
TCM
487
Tufton Capital Management
Maryland
$17.4M -$70K -703 -0.4%
AF
488
Ally Financial
Michigan
$17.4M +$1.49M +15,000 +9%
Kayne Anderson Rudnick Investment Management
489
Kayne Anderson Rudnick Investment Management
California
$17.3M +$122K +1,224 +0.7%
EHC
490
Everett Harris & Co
California
$17.3M +$301K +3,027 +2%
LMGAM
491
Liberty Mutual Group Asset Management
Massachusetts
$17.3M -$117K -1,171 -0.6%
DWM
492
Destination Wealth Management
California
$17.1M +$124K +1,247 +0.7%
RNS
493
Robert N. Shapiro
$17M -$1.46M -14,650 -7%
SPC
494
Stewart & Patten Company
California
$16.9M -$323K -3,239 -2%
NI
495
Nuance Investments
Missouri
$16.8M +$1.36M +13,627 +8%
ORIO
496
Old Republic International (ORI)
Illinois
$16.7M +$1.99M +20,000 +13%
CAM
497
Cypress Asset Management
Texas
$16.7M -$602K -6,040 -3%
KCM
498
Kames Capital Management
United Kingdom
$16.7M
BSPF
499
British Steel Pension Fund
United Kingdom
$16.6M -$1.95M -19,590 -10%
MC
500
Middleton & Co
Massachusetts
$16.5M -$328K -3,294 -2%

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.