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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
CIC
676
Canal Insurance Company
South Carolina
$9.88M
GI
677
GAMCO Investors
Connecticut
$9.85M -$70.2K -705 -0.7%
RC
678
RBO & Co
California
$9.79M +$430K +4,317 +4%
GA
679
Geneva Advisors
Illinois
$9.79M -$426K -4,277 -4%
MYAM
680
Meiji Yasuda Asset Management
Japan
$9.78M -$1.95M -19,590 -16%
VCAM
681
Van Cleef Asset Management
Ohio
$9.73M +$41.7K +419 +0.4%
EWM
682
Endurance Wealth Management
Rhode Island
$9.73M -$76.6K -769 -0.7%
FSC
683
Fiduciary Services Corp
Georgia
$9.72M -$207K -2,079 -2%
ACP
684
Ashfield Capital Partners
California
$9.69M
CIM
685
Contravisory Investment Management
Massachusetts
$9.69M -$595K -5,978 -5%
SAA
686
Southeast Asset Advisors
Georgia
$9.66M -$309K -3,100 -3%
BFIM
687
Beese Fulmer Investment Management
Ohio
$9.63M -$145K -1,458 -1%
SCM
688
Stonebridge Capital Management
California
$9.63M +$249K +2,500 +3%
SSB
689
Sandy Spring Bank
Maryland
$9.55M +$250K +2,513 +3%
ADEF
690
Adams Diversified Equity Fund
Maryland
$9.5M
EARNEST Partners
691
EARNEST Partners
Georgia
$9.44M -$1.28M -12,869 -11%
SIRP
692
Shelter Insurance Retirement Plan
Missouri
$9.42M
CGT
693
Capital Guardian Trust
California
$9.41M +$1.08M +10,831 +12%
HAIM
694
Hunter Associates Investment Management
Pennsylvania
$9.41M -$37.3K -375 -0.4%
BCB
695
Brian C. Broderick
$9.39M -$203K -2,040 -2%
SWP
696
Stratos Wealth Partners
Ohio
$9.34M +$840K +8,434 +9%
AL
697
Agran Libbie
California
$9.31M -$144K -1,450 -1%
LNWWM
698
Laird Norton Wetherby Wealth Management
California
$9.31M -$88K -884 -0.9%
WSTAM
699
Wilbanks Smith & Thomas Asset Management
Virginia
$9.21M +$31.5K +316 +0.3%
CIP
700
Chartwell Investment Partners
Pennsylvania
$9.19M +$3.55M +35,685 +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.