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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
GHA
576
GW Henssler & Associates
Georgia
$13.2M -$56.6K -568 -0.4%
CCM
577
Cadence Capital Management
Massachusetts
$13.1M +$2.18M +21,892 +19%
EGA
578
Eagle Global Advisors
Texas
$13.1M -$170K -1,709 -1%
FHA
579
First Horizon Advisors
Tennessee
$13M -$640K -6,425 -4%
HCMT
580
Highland Capital Management (Tennessee)
Tennessee
$12.9M -$152K -1,524 -1%
BCM
581
Buckhead Capital Management
Georgia
$12.9M -$2M -20,114 -13%
IIM
582
Ipswich Investment Management
Massachusetts
$12.8M -$36.4K -365 -0.3%
TNBTD
583
Trustmark National Bank Trust Department
Mississippi
$12.8M -$357K -3,589 -3%
Mariner
584
Mariner
Kansas
$12.8M -$44.7K -449 -0.3%
HA
585
Halsey Associates
Connecticut
$12.8M -$283K -2,845 -2%
CIC
586
Carnegie Investment Counsel
Ohio
$12.8M +$4.21M +42,308 +45%
MLL
587
Moody Lynn & Lieberson
Massachusetts
$12.8M -$392K -3,939 -3%
DCM
588
Decatur Capital Management
Georgia
$12.8M +$2.67M +26,775 +25%
ACH
589
ArrowMark Colorado Holdings
Colorado
$12.7M
PIM
590
Penobscot Investment Management
Massachusetts
$12.6M -$209K -2,097 -2%
HC
591
HHG & Company
Connecticut
$12.6M +$953K +9,573 +8%
PP
592
Patten & Patten
Tennessee
$12.6M +$145K +1,452 +1%
ICM
593
ICC Capital Management
Florida
$12.6M +$379K +3,810 +3%
YIA
594
YHB Investment Advisors
Connecticut
$12.5M +$203K +2,042 +2%
FFIC
595
First Fiduciary Investment Counsel
Ohio
$12.4M +$338K +3,395 +3%
BA
596
Bridgewater Associates
Connecticut
$12.4M -$4.16M -41,771 -24%
SWM
597
Segment Wealth Management
Texas
$12.3M +$265K +2,665 +2%
SC
598
SouthState Corp
Florida
$12.3M -$372K -3,736 -3%
GWI
599
Grace & White Inc
New York
$12.2M
Fiera Capital (Canada)
600
Fiera Capital (Canada)
Quebec, Canada
$12.2M +$4.76M +47,744 +58%

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.