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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$675M +$8.93M +99,069 +1%
Gates Foundation Trust
52
Gates Foundation Trust
Washington
$658M
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$651M +$48.8M +541,500 +8%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$648M -$14.7M -162,507 -2%
U
55
UBS
Switzerland
$632M +$20.9M +231,778 +3%
YAM
56
Yacktman Asset Management
Texas
$626M +$151M +1,680,356 +30%
AL
57
AJO LP
Pennsylvania
$621M -$299M -3,315,700 -31%
APG Asset Management
58
APG Asset Management
Netherlands
$620M -$42.3M -469,705 -6%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$576M +$3.72M +41,298 +0.6%
PPA
60
Parametric Portfolio Associates
Washington
$576M -$9.71M -107,681 -2%
AIM
61
abrdn Investment Management
United Kingdom
$569M +$293M +3,252,246 +97%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$560M -$48.2M -535,119 -8%
Principal Financial Group
63
Principal Financial Group
Iowa
$559M -$4.39M -48,711 -0.7%
MTB
64
Mizuho Trust & Banking
Japan
$558M
RFC
65
Russell Frank Company
Washington
$520M -$44.8M -496,901 -8%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$520M -$222M -2,464,077 -29%
Swiss National Bank
67
Swiss National Bank
Switzerland
$505M +$5.18M +57,500 +1%
SONJCPFA
68
State of New Jersey Common Pension Fund A
New Jersey
$486M +$31.1M +345,000 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$470M -$17M -188,109 -3%
BJ
70
BlackRock Japan
Japan
$467M -$55.7M -617,917 -10%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$448M -$24.7M -273,440 -5%
TA
72
Teachers Advisors
New York
$443M -$59.5M -659,661 -11%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$437M -$10.8M -120,000 -2%
Barclays
74
Barclays
United Kingdom
$432M -$10.4M -115,339 -2%
SO
75
STRS Ohio
Ohio
$432M -$48.1M -533,573 -10%

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.