ExxonMobil
XOM
2,052 hedge funds and large institutions have $195B invested in ExxonMobil in 2014 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 793 increasing their positions, 867 reducing their positions, and 61 closing their positions.
241% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 61
6% more funds holding
Funds holding: 1,929 → 2,052 (+123)
8% more call options, than puts
Call options by funds: $3.21B | Put options by funds: $2.96B
1% more funds holding in top 10
Funds holding in top 10: 632 → 637 (+5)
0.25% less ownership
Funds ownership: 50.24% → 49.99% (-0.25%)
3% less capital invested
Capital invested by funds: $201B → $195B (-$6.19B)
9% less repeat investments, than reductions
Existing positions increased: 793 | Existing positions reduced: 867
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$1.15B |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$846M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$795M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$320M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$317M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$3.87B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$908M |
| 3 |
Gates Foundation Trust
Kirkland,
Washington
|
-$766M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$588M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$586M |
XOM Hedge Fund Activity: Q4 2014 in Review
2,052 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2014, worth a combined $195B — down 3.1% from $201B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new XOM positions and 61 closed out — a net gain of 147 holders — while 793 added to existing stakes and 867 trimmed.
The largest buyer was State Street, adding an estimated $1.15B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $3.87B sold.
- 2,052 institutional investors held ExxonMobil (XOM) as of Q4 2014, up from 1,929 in Q3 2014.
- Funds reported $195B of ExxonMobil stock for Q4 2014, down 3.1% quarter-over-quarter.
- 208 funds opened new ExxonMobil positions in Q4 2014 and 61 closed out, a net change of +147 holders.
- The largest ExxonMobil buyer in Q4 2014 was State Street, an estimated $1.15B added.
- The largest ExxonMobil seller in Q4 2014 was Berkshire Hathaway, an estimated $3.87B sold.
Based on aggregated 13F filings for Q4 2014.