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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
MJRIC
501
Mogy Joel R Investment Counsel
California
$16.5M -$734K -7,368 -4%
DP
502
Dearborn Partners
Illinois
$16.5M -$111K -1,113 -0.6%
MSU
503
Mizuho Securities USA
New York
$16.4M +$17.3M +173,993 New
WTC
504
WhitTier Trust Company
Nevada
$16.3M -$81.5K -818 -0.5%
KCM
505
Kanawha Capital Management
Virginia
$16.3M +$305K +3,060 +2%
OA
506
Oxbow Advisors
Texas
$16.2M -$51.8K -520 -0.3%
MIM
507
Martin Investment Management
Florida
$16.2M -$163K -1,632 -0.9%
CC
508
Cadinha & Co
Hawaii
$16.2M -$16.8M -168,954 -50%
WG
509
Welch Group
Alabama
$16.2M +$253K +2,539 +2%
BAC
510
Boys Arnold & Co
North Carolina
$16.1M -$961K -9,647 -5%
CAG
511
Crestwood Advisors Group
Massachusetts
$16.1M -$138K -1,383 -0.8%
KFC
512
Klingenstein Fields & Co
New York
$16.1M -$726K -7,292 -4%
LDB
513
Lee, Danner & Bass
Tennessee
$16M -$63K -633 -0.4%
LCM
514
Laurion Capital Management
New York
$16M +$16.9M +169,900 New
Dodge & Cox
515
Dodge & Cox
California
$15.9M +$10.8K +108 +0.1%
JIM
516
Jupiter Investment Management
United Kingdom
$15.9M -$507K -5,092 -3%
BT
517
Brandywine Trust
Delaware
$15.8M -$291K -2,925 -2%
FPTW
518
Franklin, Parlapiano, Turner & Welch
Texas
$15.8M
MVIP
519
Mar Vista Investment Partners
California
$15.7M -$688K -6,903 -4%
Parallax Volatility Advisers
520
Parallax Volatility Advisers
California
$15.7M +$7.92M +79,538 +91%
Toronto Dominion Bank
521
Toronto Dominion Bank
Ontario, Canada
$15.7M -$8.57M -86,062 -34%
HCC
522
Hirtle Callaghan & Co
Pennsylvania
$15.7M -$89.6K -900 -0.5%
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.7M +$348K +3,491 +2%
ATC
524
Argent Trust Company
Louisiana
$15.6M -$1.08M -10,844 -6%
WJA
525
Williams Jones & Associates
New York
$15.6M -$334K -3,353 -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.