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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
LDB
526
Lee, Danner & Bass
Tennessee
$17.2M -$1.61M -17,366 -9%
CBB
527
Citizens Business Bank
California
$17.2M -$1.23M -13,333 -7%
WJA
528
Williams Jones & Associates
New York
$17.2M +$688K +7,438 +5%
WA
529
WFG Advisors
Texas
$17.2M -$231K -2,494 -1%
CFA
530
Carroll Financial Associates
North Carolina
$17.1M +$1.32M +14,313 +9%
MIM
531
Martin Investment Management
Florida
$17.1M +$522K +5,641 +3%
CB
532
Chemical Bank
Michigan
$16.7M -$835K -9,027 -5%
SYBT
533
Stock Yards Bank & Trust
Kentucky
$16.7M -$170K -1,842 -1%
MBI
534
Montrusco Bolton Investments
Quebec, Canada
$16.6M -$317K -3,425 -2%
CIA
535
Choate Investment Advisors
Massachusetts
$16.6M +$159K +1,718 +1%
LNB
536
Ledyard National Bank
$16.5M +$58.3K +631 +0.4%
MCM
537
Murphy Capital Management
New Jersey
$16.5M -$328K -3,544 -2%
CAG
538
Crestwood Advisors Group
Massachusetts
$16.5M -$54.7K -592 -0.4%
AAM
539
AR Asset Management
California
$16.4M
BCM
540
Buckhead Capital Management
Georgia
$16.3M -$728K -7,869 -5%
WG
541
Welch Group
Alabama
$16.2M +$634K +6,852 +4%
NPPM
542
North Point Portfolio Managers
Ohio
$16.2M +$74.2K +802 +0.5%
VDBMI
543
Van Den Berg Management I
Texas
$16.2M -$54.4K -588 -0.4%
CCM
544
Chilton Capital Management
Texas
$16.2M -$528K -5,709 -3%
MWR
545
McAdams Wright Ragen
Washington
$16.2M +$1.23M +13,282 +9%
PDM
546
Penn Davis McFarland
Texas
$16.1M -$1.78M -19,270 -11%
WC
547
Woodstock Corp
Massachusetts
$16.1M -$225K -2,430 -2%
JEW
548
Jamison Eaton & Wood
New Jersey
$16M +$304K +3,287 +2%
STMM
549
South Texas Money Management
Texas
$15.8M -$280K -3,026 -2%
BBA
550
BLB&B Advisors
Pennsylvania
$15.8M -$183K -1,979 -1%

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.