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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
AT
626
Arden Trust
Delaware
$11.2M -$356K -3,573 -3%
SM
627
Stratton Management
Pennsylvania
$11.2M -$580K -5,820 -5%
AB
628
Amalgamated Bank
New York
$11.2M +$54.7K +549 +0.5%
GAM
629
Guinness Asset Management
United Kingdom
$11.1M -$59.8K -600 -0.5%
CCG
630
Cypress Capital Group
Florida
$11.1M -$238K -2,387 -2%
PAM
631
Palisade Asset Management
Minnesota
$11.1M +$210K +2,105 +2%
FAAS
632
First Allied Advisory Services
California
$11.1M -$1.89M -19,012 -14%
AIP
633
Ameritas Investment Partners
Nebraska
$11.1M -$546K -5,485 -4%
Daiwa Securities Group
634
Daiwa Securities Group
Japan
$11.1M -$508K -5,100 -4%
ARMC
635
American Research & Management Company
Massachusetts
$11M -$153K -1,538 -1%
WA
636
WFG Advisors
Texas
$10.9M -$606K -6,086 -5%
VWM
637
Valley Wealth Managers
New Jersey
$10.9M +$434K +4,359 +4%
LIC
638
Lodestar Investment Counsel
Illinois
$10.9M -$574K -5,763 -5%
ECM
639
Estabrook Capital Management
New York
$10.9M -$31.9K -320 -0.3%
JIR
640
James Investment Research
Ohio
$10.8M -$35.1K -352 -0.3%
PDN
641
Pensionfund DSM Netherlands
Netherlands
$10.8M
FIM
642
Frontier Investment Management
Texas
$10.8M +$308K +3,095 +3%
MC
643
Moors & Cabot
Massachusetts
$10.8M -$17.2K -173 -0.2%
SNT
644
Security National Trust
West Virginia
$10.8M -$267K -2,683 -2%
QI
645
Quotient Investors
New York
$10.7M +$6.85M +68,738 +151%
IIM
646
Intact Investment Management
Quebec, Canada
$10.7M +$5.16M +51,800 +84%
BIC
647
Bridges Investment Counsel
Nebraska
$10.7M -$91.9K -923 -0.8%
RT
648
Rockland Trust
Massachusetts
$10.6M +$362K +3,630 +3%
FB
649
Fulton Bank
Pennsylvania
$10.6M -$1.02M -10,268 -8%
MBI
650
Montrusco Bolton Investments
Quebec, Canada
$10.6M -$314K -3,148 -3%

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.