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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
CIA
551
Choate Investment Advisors
Massachusetts
$14M +$417K +4,188 +3%
KIA
552
KCM Investment Advisors
California
$14M -$512K -5,141 -3%
MERSOM
553
Municipal Employees' Retirement System of Michigan
Michigan
$14M -$29.9K -300 -0.2%
GMIM
554
General Motors Investment Management
New York
$13.9M -$2M -20,051 -12%
TSW
555
Thompson Siegel & Walmsley
Virginia
$13.9M -$3.37M -33,865 -19%
RBA
556
Richard Bernstein Advisors
New York
$13.8M +$302K +3,037 +2%
GAM
557
Griffin Asset Management
New York
$13.8M +$599K +6,019 +4%
NPC
558
National Planning Corporation
California
$13.8M +$245K +2,455 +2%
SYBT
559
Stock Yards Bank & Trust
Kentucky
$13.8M -$1.01M -10,168 -7%
UBWV
560
United Bank (West Virginia)
West Virginia
$13.7M +$68.1K +684 +0.5%
VFAM
561
Valley Forge Asset Management
Pennsylvania
$13.7M -$2.1M -21,040 -13%
CBB
562
Citizens Business Bank
California
$13.7M -$116K -1,164 -0.8%
CA
563
Cetera Advisors
Colorado
$13.6M +$2.02M +20,271 +16%
SSIA
564
Spero-Smith Investment Advisers
Ohio
$13.6M -$53.9K -541 -0.4%
WC
565
Woodstock Corp
Massachusetts
$13.6M -$837K -8,399 -5%
PAG
566
Private Advisor Group
New Jersey
$13.6M +$1.69M +16,969 +13%
JEW
567
Jamison Eaton & Wood
New Jersey
$13.6M -$61.6K -618 -0.4%
CIP
568
Convergence Investment Partners
Florida
$13.5M -$2.06M -20,696 -13%
PFM
569
Parsec Financial Management
North Carolina
$13.3M +$402K +4,040 +3%
CM
570
Castleark Management
Illinois
$13.3M
M
571
MOTCO
Texas
$13.3M +$1.24M +12,465 +10%
STMM
572
South Texas Money Management
Texas
$13.3M +$157K +1,573 +1%
Baillie Gifford & Co
573
Baillie Gifford & Co
United Kingdom
$13.3M
SC
574
Scotia Capital
Ontario, Canada
$13.3M -$1.33M -13,395 -9%
TAM
575
Taurus Asset Management
New York
$13.3M -$22.4K -225 -0.2%

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.