We are live on ! Find out more
XOM icon

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
DP
501
Dearborn Partners
Illinois
$16M +$350K +3,882 +2%
BSPF
502
British Steel Pension Fund
United Kingdom
$16M -$1.06M -11,751 -6%
PAM
503
Private Asset Management
California
$15.9M -$987K -10,944 -6%
DIA
504
Dana Investment Advisors
Wisconsin
$15.9M +$331K +3,669 +2%
ATC
505
Argent Trust Company
Louisiana
$15.9M -$206K -2,287 -1%
KL
506
KGH Ltd
Bahamas
$15.8M +$2.84M +31,477 +21%
CBB
507
Citizens Business Bank
California
$15.8M -$934K -10,356 -5%
BC
508
Burney Company
Virginia
$15.8M -$166K -1,846 -1%
Kayne Anderson Rudnick Investment Management
509
Kayne Anderson Rudnick Investment Management
California
$15.6M -$288K -3,190 -2%
FAAS
510
First Allied Advisory Services
California
$15.6M +$2.13M +23,601 +15%
ONB
511
Old National Bancorp
Indiana
$15.5M -$17.1M -189,958 -51%
PP
512
Patten & Patten
Tennessee
$15.5M -$100K -1,112 -0.6%
OWD
513
Osborn Williams & Donohoe
Ohio
$15.4M -$98.9K -1,097 -0.6%
PDM
514
Penn Davis McFarland
Texas
$15.4M -$1.86M -20,634 -10%
SGAM
515
Smith Group Asset Management
Texas
$15.4M -$1.03M -11,373 -6%
HCC
516
Hirtle Callaghan & Co
Pennsylvania
$15.3M +$15.8M +175,771 +8,528%
MJRIC
517
Mogy Joel R Investment Counsel
California
$15.2M -$22.5K -250 -0.1%
FNT
518
First National Trust
Pennsylvania
$15.2M -$157K -1,744 -1%
KCM
519
Kanawha Capital Management
Virginia
$15.1M +$275K +3,052 +2%
GHA
520
GW Henssler & Associates
Georgia
$15M -$528K -5,854 -3%
CB
521
Chemical Bank
Michigan
$15M -$28.7K -318 -0.2%
DWM
522
Destination Wealth Management
California
$15M -$210K -2,327 -1%
EHC
523
Everett Harris & Co
California
$15M -$39K -433 -0.2%
Dodge & Cox
524
Dodge & Cox
California
$14.9M -$295K -3,270 -2%
WA
525
WFG Advisors
Texas
$14.8M +$1.58M +17,517 +11%

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.