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ExxonMobil

1,765 hedge funds and large institutions have $187B invested in ExxonMobil in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 623 increasing their positions, 888 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

21% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $2.25B

0% more funds holding

Funds holding: 1,7591,765 (+6)

0.13% less ownership

Funds ownership: 49.76%49.63% (-0.13%)

6% less capital invested

Capital invested by funds: $200B → $187B (-$12.5B)

7% less funds holding in top 10

Funds holding in top 10: 730676 (-54)

30% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 888

Holders
1,765
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
57.21%
Holding in Top 10
676
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-7.4%
% of All Funds
21.91%
New
69
Increased
623
Reduced
888
Closed
46
Calls
$2.72B
Puts
$2.25B
Net Calls
+$469M
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
651
LVM Capital Management
Michigan
$9.78M +$2.25K +25 +0%
DCM
652
Dynamic Capital Management
Jersey
$9.69M +$10.2M +112,637 New
VWM
653
Valley Wealth Managers
New Jersey
$9.65M +$271K +3,005 +3%
PAM
654
PartnerRe Asset Management
Connecticut
$9.65M -$1.45M -16,113 -13%
HAM
655
Highstreet Asset Management
Ontario, Canada
$9.57M +$450K +4,987 +5%
AB
656
Amalgamated Bank
New York
$9.57M -$244K -2,704 -2%
WFM
657
Wilmington Funds Management
Delaware
$9.57M -$1.84M -20,455 -16%
RC
658
Reik & Co
New York
$9.56M
RMA
659
Roffman Miller Associates
Pennsylvania
$9.53M +$226K +2,505 +2%
EWM
660
Endurance Wealth Management
Rhode Island
$9.51M +$51.8K +575 +0.5%
HAIM
661
Hunter Associates Investment Management
Pennsylvania
$9.5M -$1.67M -18,535 -14%
CHAM
662
Clear Harbor Asset Management
Connecticut
$9.5M +$3M +33,224 +43%
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$9.5M -$1.64M -18,176 -14%
FDCC
664
Foster Dykema Cabot & Co
Massachusetts
$9.47M -$178K -1,972 -2%
K
665
Kemper
Illinois
$9.46M
FSC
666
Fiduciary Services Corp
Georgia
$9.46M -$744K -8,257 -7%
TBA
667
Train Babcock Advisors
New York
$9.37M -$342K -3,790 -3%
STI
668
Susquehanna Trust & Investment
Pennsylvania
$9.34M -$307K -3,400 -3%
TRCT
669
Tower Research Capital (TRC)
New York
$9.33M +$9.76M +108,217 +52,279%
GI
670
GAMCO Investors
Connecticut
$9.3M -$4.51K -50 -0%
DT
671
Diversified Trust
Tennessee
$9.27M +$1.13M +12,575 +13%
GIM
672
Gyrus Investment Management
Ontario, Canada
$9.26M -$875K -9,704 -8%
SMI
673
Shelter Mutual Insurance
Missouri
$9.26M
CM
674
CoreCommodity Management
Connecticut
$9.26M +$9.71M +107,661 New
FNBTCON
675
First National Bank & Trust Co of Newtown
Pennsylvania
$9.17M -$76.4K -847 -0.8%

XOM Hedge Fund Activity: Q3 2013 in Review

1,765 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2013, worth a combined $187B — down 6.2% from $200B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XOM positions and 46 closed out — a net gain of 23 holders — while 623 added to existing stakes and 888 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $797M. The largest seller was AllianceBernstein, cutting an estimated $599M.

  • 1,765 institutional investors held ExxonMobil (XOM) as of Q3 2013, up from 1,759 in Q2 2013.
  • Funds reported $187B of ExxonMobil stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 69 funds opened new ExxonMobil positions in Q3 2013 and 46 closed out, a net change of +23 holders.
  • The largest ExxonMobil buyer in Q3 2013 was Berkshire Hathaway, an estimated $797M added.
  • The largest ExxonMobil seller in Q3 2013 was AllianceBernstein, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2013.