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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
AT
601
Arden Trust
Delaware
$13.3M +$412K +4,456 +4%
SSB
602
Sandy Spring Bank
Maryland
$13.2M +$3.14M +33,938 +35%
JIR
603
James Investment Research
Ohio
$13.2M +$60.1K +650 +0.5%
GWI
604
Grace & White Inc
New York
$13.1M -$205K -2,216 -2%
AIP
605
Ameritas Investment Partners
Nebraska
$13.1M +$692K +7,488 +6%
CCM
606
Cadence Capital Management
Massachusetts
$13.1M -$1.87M -20,199 -14%
Daiwa Securities Group
607
Daiwa Securities Group
Japan
$13.1M -$851K -9,200 -7%
DCMA
608
Daiwa Capital Markets America
New York
$13.1M +$11.9M +129,015 New
FIM
609
Frontier Investment Management
Texas
$13M -$362K -3,915 -3%
FFIC
610
First Fiduciary Investment Counsel
Ohio
$13M +$589K +6,367 +5%
BOH
611
Bank of Hawaii
Hawaii
$13M -$1.93M -20,918 -14%
EWA
612
EP Wealth Advisors
California
$13M +$191K +2,071 +2%
YIA
613
YHB Investment Advisors
Connecticut
$13M -$508K -5,491 -4%
FBT
614
First Bankers Trust
Kentucky
$13M -$89.4K -967 -0.7%
SWM
615
Segment Wealth Management
Texas
$12.9M -$1.53M -16,566 -11%
SLF
616
Sun Life Financial
Ontario, Canada
$12.9M -$3.48M -37,665 -23%
SM
617
Stratton Management
Pennsylvania
$12.9M -$370K -4,003 -3%
MYLI
618
Meiji Yasuda Life Insurance
Japan
$12.8M -$659K -7,126 -5%
Jane Street
619
Jane Street
New York
$12.8M +$11.7M +126,144 New
RBC
620
Ronald Blue & Co
Georgia
$12.7M +$568K +6,141 +5%
STB
621
S&T Bank
Pennsylvania
$12.7M +$191K +2,064 +2%
FB
622
Fulton Bank
Pennsylvania
$12.7M -$475K -5,135 -4%
IIC
623
Ironwood Investment Counsel
Arizona
$12.7M -$155K -1,677 -1%
PDN
624
Pensionfund DSM Netherlands
Netherlands
$12.7M
MYAM
625
Meiji Yasuda Asset Management
Japan
$12.6M +$239K +2,588 +2%

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.