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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
VDBMI
551
Van Den Berg Management I
Texas
$13.8M -$310K -3,441 -2%
NPPM
552
North Point Portfolio Managers
Ohio
$13.7M -$99.3K -1,101 -0.7%
STMM
553
South Texas Money Management
Texas
$13.7M -$494K -5,480 -3%
BBA
554
BLB&B Advisors
Pennsylvania
$13.6M -$220K -2,435 -2%
KRSITF
555
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.5M +$14.1M +156,820 New
CCG
556
Cypress Capital Group
Florida
$13.4M -$3.39M -37,606 -19%
ICM
557
ICC Capital Management
Florida
$13.4M -$462K -5,125 -3%
CFA
558
Carroll Financial Associates
North Carolina
$13.3M -$1.8M -19,949 -11%
JEW
559
Jamison Eaton & Wood
New Jersey
$13.3M +$17.7K +196 +0.1%
EGA
560
Eagle Global Advisors
Texas
$13.2M -$231K -2,565 -2%
WG
561
Welch Group
Alabama
$13.2M +$438K +4,862 +3%
MSU
562
Mizuho Securities USA
New York
$13.2M +$537K +5,961 +4%
HCMT
563
Highland Capital Management (Tennessee)
Tennessee
$13.1M -$549K -6,087 -4%
GIA
564
Granite Investment Advisors
New Hampshire
$13M +$25.3K +281 +0.2%
PAS
565
Professional Advisory Services
Florida
$13M +$378K +4,190 +3%
BOK
566
Bank of Kentucky
Kentucky
$13M +$155K +1,718 +1%
HK
567
Horizon Kinetics
New York
$13M +$158K +1,750 +1%
BOH
568
Bank of Hawaii
Hawaii
$12.9M -$511K -5,665 -4%
CCM
569
Cadence Capital Management
Massachusetts
$12.9M +$13.5M +149,536 New
MERSOM
570
Municipal Employees' Retirement System of Michigan
Michigan
$12.8M +$13.4M +149,000 New
KIA
571
KCM Investment Advisors
California
$12.8M -$708K -7,856 -5%
UBWV
572
United Bank (West Virginia)
West Virginia
$12.7M +$276K +3,056 +2%
DCLA
573
Douglas C. Lane & Associates
New York
$12.7M -$405K -4,497 -3%
M
574
MOTCO
Texas
$12.6M +$243K +2,694 +2%
SSIA
575
Spero-Smith Investment Advisers
Ohio
$12.6M -$129K -1,436 -1%

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.