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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
Pacer Advisors
726
Pacer Advisors
Pennsylvania
$9.34M +$9.34M +101,008 New
NAM
727
North American Management
Massachusetts
$9.28M +$299K +3,238 +4%
AB
728
AT Bancorp
Iowa
$9.28M +$120K +1,300 +1%
SCM
729
Shelton Capital Management
Colorado
$9.26M -$1.14M -12,295 -12%
CCM
730
Cohen Capital Management
California
$9.26M
BPB
731
Badgley, Phelps & Bell
Washington
$9.26M +$89.5K +968 +1%
SCCM
732
Schafer Cullen Capital Management
New York
$9.22M +$1.99M +21,515 +31%
DPIM
733
Duff & Phelps Investment Management
Illinois
$9.22M -$6.72M -72,650 -44%
CIC
734
Carnegie Investment Counsel
Ohio
$9.19M +$259K +2,805 +3%
PHS
735
Pekin Hardy Strauss
Illinois
$9.19M +$38.4K +415 +0.5%
MCM
736
Munder Capital Management
Michigan
$9.18M +$2.13M +23,090 +34%
OAM
737
Origin Asset Management
United Kingdom
$9.17M
RW
738
Rand Wealth
Maryland
$9.15M +$79.8K +863 +1%
HVIA
739
Hudson Valley Investment Advisors
New York
$9.15M -$10.4K -112 -0.1%
JMH
740
J.M. Hartwell
New York
$9.15M -$399K -4,315 -5%
AF
741
Arrow Financial
New York
$9.15M -$144K -1,555 -2%
FDCC
742
Foster Dykema Cabot & Co
Massachusetts
$9.1M -$1.86M -20,161 -18%
TCOO
743
Trust Company of Oklahoma
Oklahoma
$9.06M -$438K -4,740 -5%
LA
744
Lynch & Associates
Indiana
$9.05M +$64.5K +698 +0.8%
CGT
745
Capital Guardian Trust
California
$8.97M +$173K +1,869 +2%
LIM
746
Leavell Investment Management
Alabama
$8.91M +$3.05K +33 +0%
WEC
747
Winslow Evans & Crocker
Massachusetts
$8.89M +$8.12M +87,856 New
KCMRT
748
Kemper Corp Master Retirement Trust
Illinois
$8.89M
WFG
749
Wills Financial Group
Virginia
$8.87M +$8.11M +87,695 New
LSA
750
L & S Advisors
California
$8.86M +$2.38M +25,721 +42%

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.