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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
Invesco
51
Invesco
Georgia
$744M +$381K +3,826 +0%
U
52
UBS
Switzerland
$713M +$49.9M +500,565 +7%
AIM
53
abrdn Investment Management
United Kingdom
$667M +$68.9M +692,176 +11%
Principal Financial Group
54
Principal Financial Group
Iowa
$661M +$4.13M +41,480 +0.6%
YAM
55
Yacktman Asset Management
Texas
$659M -$11.5M -115,825 -2%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$658M -$23.9M -240,073 -3%
PPA
57
Parametric Portfolio Associates
Washington
$644M +$4.8M +48,242 +0.7%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$630M -$49.4M -496,198 -7%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$591M +$29.2M +292,830 +5%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$585M -$16.8M -169,030 -3%
EVM
61
Eaton Vance Management
Massachusetts
$575M -$71.7M -720,068 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$567M -$129M -1,292,600 -18%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$538M +$4.99M +50,110 +0.9%
TA
64
Teachers Advisors
New York
$531M +$14.2M +142,462 +3%
MTB
65
Mizuho Trust & Banking
Japan
$516M -$32.4M -325,272 -6%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$488M +$7.3M +73,300 +1%
Swiss National Bank
67
Swiss National Bank
Switzerland
$487M -$11.1M -111,200 -2%
PI
68
Putnam Investments
Massachusetts
$476M -$22.7M -228,126 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$475M -$162M -1,629,833 -24%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$470M +$17.9M +180,000 +4%
HT
71
HighTower Trust
Texas
$466M -$725K -7,279 -0.1%
JHIU
72
Janus Henderson Investors US
Colorado
$466M +$2.95M +29,593 +0.6%
BJ
73
BlackRock Japan
Japan
$462M +$36.6M +367,476 +8%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$450M -$18.8M -188,750 -4%
M&T Bank
75
M&T Bank
New York
$444M +$385M +3,864,000 +449%

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.