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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
PFC
551
Phocas Financial Corp
California
$15.7M +$13.5M +145,785 +1,518%
TNBTD
552
Trustmark National Bank Trust Department
Mississippi
$15.7M -$1.23M -13,338 -8%
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.7M -$196K -2,118 -1%
FMBTD
554
First Midwest Bank Trust Division
Illinois
$15.6M -$761K -8,235 -5%
SL
555
Summitry LLC
California
$15.5M +$779K +8,426 +6%
ICM
556
ICC Capital Management
Florida
$15.5M -$270K -2,924 -2%
BOK
557
Bank of Kentucky
Kentucky
$15.4M +$58.7K +635 +0.4%
NI
558
Nuance Investments
Missouri
$15.3M -$1.61M -17,378 -10%
BC
559
Burney Company
Virginia
$15.3M -$3.02M -32,629 -18%
PAS
560
Professional Advisory Services
Florida
$15.2M -$86.8K -939 -0.6%
PP
561
Paloma Partners
Connecticut
$15.2M +$3.21M +34,754 +30%
KL
562
KGH Ltd
Bahamas
$15.2M -$3.11M -33,599 -18%
NI
563
Numeric Investors
Massachusetts
$15.1M -$30.2M -326,650 -69%
STI
564
Susquehanna Trust & Investment
Pennsylvania
$15.1M +$3.75M +40,530 +37%
MERSOM
565
Municipal Employees' Retirement System of Michigan
Michigan
$15.1M
GIA
566
Granite Investment Advisors
New Hampshire
$15.1M -$248K -2,683 -2%
HCMT
567
Highland Capital Management (Tennessee)
Tennessee
$15M -$363K -3,930 -3%
KIA
568
KCM Investment Advisors
California
$15M -$17.4K -188 -0.1%
HK
569
Horizon Kinetics
New York
$14.8M -$411K -4,450 -3%
EGA
570
Eagle Global Advisors
Texas
$14.8M -$725K -7,843 -5%
SSIA
571
Spero-Smith Investment Advisers
Ohio
$14.8M -$78.6K -850 -0.6%
UBWV
572
United Bank (West Virginia)
West Virginia
$14.7M -$218K -2,357 -2%
GAM
573
Griffin Asset Management
New York
$14.6M +$36.7K +397 +0.3%
NPC
574
National Planning Corporation
California
$14.5M +$968K +10,474 +8%
FAAS
575
First Allied Advisory Services
California
$14.4M -$3.53M -38,195 -21%

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.