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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
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$18.5M +$16.9M +183,206 New
DP
502
Dearborn Partners
Illinois
$18.2M -$579K -6,267 -3%
AF
503
Ally Financial
Michigan
$18.2M -$6.93M -75,000 -29%
PP
504
Patten & Patten
Tennessee
$18.2M -$4.07K -44 -0%
HCC
505
Hirtle Callaghan & Co
Pennsylvania
$18M -$17.4K -188 -0.1%
BCM
506
Bluefin Capital Management
New York
$17.9M +$3.36M +36,326 +26%
ST
507
Stifel Trust
Missouri
$17.9M -$1.16M -12,505 -7%
FNT
508
First National Trust
Pennsylvania
$17.9M +$57.2K +619 +0.4%
EHC
509
Everett Harris & Co
California
$17.9M +$270K +2,920 +2%
DIA
510
Dana Investment Advisors
Wisconsin
$17.8M -$778K -8,417 -5%
DWM
511
Destination Wealth Management
California
$17.8M +$194K +2,098 +1%
MJRIC
512
Mogy Joel R Investment Counsel
California
$17.8M -$133K -1,435 -0.8%
OWD
513
Osborn Williams & Donohoe
Ohio
$17.7M -$350K -3,780 -2%
ONB
514
Old National Bancorp
Indiana
$17.7M -$532K -5,756 -3%
KCM
515
Kanawha Capital Management
Virginia
$17.7M -$140K -1,509 -0.9%
FHA
516
First Horizon Advisors
Tennessee
$17.7M -$2.1M -22,752 -12%
OA
517
Oxbow Advisors
Texas
$17.6M +$823K +8,905 +5%
TSW
518
Thompson Siegel & Walmsley
Virginia
$17.5M -$9.74M -105,369 -38%
GHA
519
GW Henssler & Associates
Georgia
$17.5M -$163K -1,759 -1%
FNBT
520
FineMark National Bank & Trust
Florida
$17.5M +$896K +9,690 +6%
SGAM
521
Smith Group Asset Management
Texas
$17.4M -$589K -6,368 -4%
Dodge & Cox
522
Dodge & Cox
California
$17.4M -$153K -1,657 -1%
FCBT
523
First Citizens Bank & Trust
North Carolina
$17.3M -$41.1M -444,074 -72%
WTC
524
WhitTier Trust Company
Nevada
$17.3M -$58.3K -630 -0.4%
ST
525
Smithfield Trust
Pennsylvania
$17.3M -$84.3K -912 -0.5%

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.