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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
WEC
726
Winslow Evans & Crocker
Massachusetts
$8.62M +$433K +4,352 +5%
CCM
727
Cohen Capital Management
California
$8.6M
PHS
728
Pekin Hardy Strauss
Illinois
$8.52M +$12.4K +125 +0.1%
AA
729
Apriem Advisors
California
$8.51M +$2.36M +23,698 +35%
FM
730
Foster & Motley
Ohio
$8.5M +$152K +1,526 +2%
BPB
731
Badgley, Phelps & Bell
Washington
$8.49M +$60.3K +605 +0.7%
CCM
732
Chickasaw Capital Management
Tennessee
$8.48M +$8.47K +85 +0.1%
LA
733
Lynch & Associates
Indiana
$8.4M +$22.4K +225 +0.3%
OMC
734
Overbrook Management Corp
New York
$8.38M +$2.09M +20,976 +31%
PRCM
735
Pine River Capital Management
Minnesota
$8.36M +$8.85M +88,873 New
CIM
736
Corda Investment Management
Texas
$8.33M +$254K +2,548 +3%
LCP
737
LGT Capital Partners
Switzerland
$8.28M -$619K -6,210 -7%
KCMRT
738
Kemper Corp Master Retirement Trust
Illinois
$8.26M
Marshall Wace
739
Marshall Wace
United Kingdom
$8.22M +$7.49M +75,225 +617%
HVIA
740
Hudson Valley Investment Advisors
New York
$8.21M -$47.2K -474 -0.5%
WIM
741
Waverton Investment Management
United Kingdom
$8.21M +$109K +1,090 +1%
ARTA
742
A.R.T. Advisors
New York
$8.2M +$196K +1,967 +2%
WP
743
WMS Partners
Maryland
$8.19M -$626K -6,282 -7%
LMIM
744
Lockheed Martin Investment Management
Maryland
$8.18M -$1.59M -16,000 -16%
CFS
745
Community Financial System
New York
$8.16M -$138K -1,386 -2%
MAM
746
Mizuho Asset Management
Japan
$8.14M +$287K +2,877 +3%
LI
747
Lafayette Investments
Maryland
$8.12M +$37.4K +376 +0.4%
BAS
748
Brown Advisory Securities
Maryland
$8.08M -$38.1K -383 -0.4%
LOCB
749
Lombard Odier & Cie (Bahamas)
Bahamas
$8.07M -$26.9K -270 -0.3%
CAMI
750
Concord Asset Management (Illinois)
Illinois
$8.07M +$180K +1,809 +2%

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.