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ExxonMobil

1,910 hedge funds and large institutions have $224B invested in ExxonMobil in 2013 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 600 increasing their positions, 913 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $187B → $224B (+$36.6B)

15% more funds holding in top 10

Funds holding in top 10: 676777 (+101)

8% more funds holding

Funds holding: 1,7651,910 (+145)

3% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.47B

0.9% more ownership

Funds ownership: 49.63%50.53% (+0.9%)

34% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 913

Holders
1,910
Holders Change
+145
Holders Change %
+8.22%
% of All Funds
55.41%
Holding in Top 10
777
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+14.94%
% of All Funds
22.54%
New
229
Increased
600
Reduced
913
Closed
60
Calls
$3.56B
Puts
$3.47B
Net Calls
+$94.5M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
51
Gates Foundation Trust
Washington
$824M +$46.2M +500,000 +7%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$806M +$10.9M +118,217 +2%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$779M -$33.5M -362,335 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$771M +$200M +2,162,025 +40%
EVM
55
Eaton Vance Management
Massachusetts
$767M +$258M +2,787,576 +58%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$755M -$6.21M -67,122 -0.9%
YAM
57
Yacktman Asset Management
Texas
$737M +$737K +7,967 +0.1%
APG Asset Management
58
APG Asset Management
Netherlands
$727M -$2.66M -28,715 -0.4%
U
59
UBS
Switzerland
$723M -$18M -194,648 -3%
PPA
60
Parametric Portfolio Associates
Washington
$702M +$23.2M +251,422 +4%
Invesco
61
Invesco
Georgia
$696M -$233M -2,522,639 -27%
Principal Financial Group
62
Principal Financial Group
Iowa
$681M +$20.8M +225,287 +3%
AL
63
AJO LP
Pennsylvania
$674M -$51.6M -557,710 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$651M -$105M -1,138,020 -15%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$624M -$31.7M -343,014 -5%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$620M +$196M +2,122,660 +53%
AIM
67
abrdn Investment Management
United Kingdom
$616M -$48.9M -529,334 -8%
MTB
68
Mizuho Trust & Banking
Japan
$613M -$2.17M -23,515 -0.4%
JHIU
69
Janus Henderson Investors US
Colorado
$597M -$183M -1,974,849 -25%
Swiss National Bank
70
Swiss National Bank
Switzerland
$581M -$12M -129,900 -2%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$554M -$112M -1,212,162 -18%
Barclays
72
Barclays
United Kingdom
$545M +$34.4M +372,437 +7%
PI
73
Putnam Investments
Massachusetts
$544M +$176M +1,908,826 +55%
TA
74
Teachers Advisors
New York
$535M +$13M +140,734 +3%
BJ
75
BlackRock Japan
Japan
$531M -$16.2M -174,952 -3%

XOM Hedge Fund Activity: Q4 2013 in Review

1,910 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2013, worth a combined $224B — up 20% from $187B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new XOM positions and 60 closed out — a net gain of 169 holders — while 600 added to existing stakes and 913 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $884M. The largest seller was Norges Bank, cutting an estimated $312M.

  • 1,910 institutional investors held ExxonMobil (XOM) as of Q4 2013, up from 1,765 in Q3 2013.
  • Funds reported $224B of ExxonMobil stock for Q4 2013, up 20% quarter-over-quarter.
  • 229 funds opened new ExxonMobil positions in Q4 2013 and 60 closed out, a net change of +169 holders.
  • The largest ExxonMobil buyer in Q4 2013 was Capital Research Global Investors, an estimated $884M added.
  • The largest ExxonMobil seller in Q4 2013 was Norges Bank, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2013.