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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
Edgewood Management
701
Edgewood Management
Connecticut
$9.14M -$1.28M -12,810 -12%
FDCC
702
Foster Dykema Cabot & Co
Massachusetts
$9.11M -$140K -1,408 -1%
SI
703
Stephens Inc
Arkansas
$9.1M +$1.5M +15,070 +18%
CC
704
Courier Capital
New York
$9.07M -$160K -1,610 -2%
EOJOAM
705
E. Ohman J:or Asset Management
Sweden
$9.07M
WFG
706
Wills Financial Group
Virginia
$9M +$336K +3,371 +4%
SWK
707
Stephen W. Kidder
$8.99M +$4.57M +45,897 +92%
WF
708
WealthTrust Fairport
Ohio
$8.97M -$123K -1,238 -1%
NSEDCP
709
NJ State Employees Deferred Compensation Plan
New Jersey
$8.94M
MFS
710
MSI Financial Services
Massachusetts
$8.92M +$1.27M +12,782 +16%
LCS
711
Levin Capital Strategies
New York
$8.88M
ST
712
Spinnaker Trust
Maine
$8.87M -$31.5K -316 -0.3%
BOTW
713
Bank of the West
California
$8.85M -$1.01M -10,135 -10%
MRCM
714
M&R Capital Management
New Jersey
$8.84M -$14.8K -149 -0.2%
PI
715
Pettee Investors
Connecticut
$8.78M -$449K -4,508 -5%
TGA
716
Trilogy Global Advisors
Florida
$8.75M -$9.98M -100,192 -52%
CC
717
ClearArc Capital
Ohio
$8.74M +$165K +1,655 +2%
DD
718
Dominick & Dominick
New York
$8.74M +$140K +1,407 +2%
SC
719
Saybrook Capital
North Carolina
$8.73M -$9.96K -100 -0.1%
SIG
720
Sky Investment Group
Connecticut
$8.73M +$1.2M +12,075 +15%
FNBTCON
721
First National Bank & Trust Co of Newtown
Pennsylvania
$8.7M -$164K -1,647 -2%
CIS
722
Connors Investor Services
Pennsylvania
$8.7M +$4.08M +40,963 +80%
MCM
723
Monarch Capital Management
Indiana
$8.69M -$58.3K -585 -0.6%
WKWM
724
Walter & Keenan Wealth Management
Indiana
$8.66M -$876K -8,800 -9%
CCM
725
Compton Capital Management
Rhode Island
$8.64M -$41.8K -420 -0.5%

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.