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
ST
526
Smithfield Trust
Pennsylvania
$14.8M -$715K -7,926 -4%
WTC
527
WhitTier Trust Company
Nevada
$14.8M +$1.08M +11,948 +7%
EIA
528
Edgemoor Investment Advisors
Maryland
$14.7M -$170K -1,881 -1%
BCM
529
Buckhead Capital Management
Georgia
$14.5M +$29.8K +331 +0.2%
NI
530
Nuance Investments
Missouri
$14.5M +$3.22M +35,707 +27%
TNBTD
531
Trustmark National Bank Trust Department
Mississippi
$14.5M +$538K +5,970 +4%
TAS
532
TIFF Advisory Services
Pennsylvania
$14.4M
MBI
533
Montrusco Bolton Investments
Quebec, Canada
$14.4M +$452K +5,010 +3%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$14.4M -$11M -121,628 -42%
HT
535
HAP Trading
New York
$14.3M -$497K -5,518 -3%
MCM
536
Murphy Capital Management
New Jersey
$14.3M -$83.4K -925 -0.6%
CCM
537
Chilton Capital Management
Texas
$14.2M -$288K -3,197 -2%
OA
538
Oxbow Advisors
Texas
$14.2M +$47.9K +531 +0.3%
SLF
539
Sun Life Financial
Ontario, Canada
$14.2M -$873K -9,688 -6%
DPIM
540
Duff & Phelps Investment Management
Illinois
$14.1M +$1.21M +13,440 +9%
MIM
541
Martin Investment Management
Florida
$14.1M +$783K +8,682 +6%
CAG
542
Crestwood Advisors Group
Massachusetts
$14M +$273K +3,025 +2%
FNBT
543
FineMark National Bank & Trust
Florida
$14M +$653K +7,243 +5%
WJA
544
Williams Jones & Associates
New York
$14M -$6.44M -71,402 -31%
LNB
545
Ledyard National Bank
$14M +$668K +7,410 +5%
AAM
546
AR Asset Management
California
$14M -$27K -300 -0.2%
JIM
547
Jupiter Investment Management
United Kingdom
$14M +$6.27M +69,569 +75%
FMBTD
548
First Midwest Bank Trust Division
Illinois
$13.9M -$626K -6,946 -4%
CIA
549
Choate Investment Advisors
Massachusetts
$13.9M -$241K -2,678 -2%
WC
550
Woodstock Corp
Massachusetts
$13.9M +$53.2K +590 +0.4%

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.