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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
BHBT
751
Burke & Herbert Bank & Trust
Virginia
$8.79M -$18.8K -203 -0.2%
PVH
752
Psagot Value Holdings
Israel
$8.78M +$416K +4,500 +5%
HCMNY
753
Howard Capital Management (New York)
New York
$8.75M +$572K +6,186 +8%
CFS
754
Community Financial System
New York
$8.74M -$184K -1,987 -2%
HC
755
HHG & Company
Connecticut
$8.71M -$10.5K -114 -0.1%
LOCB
756
Lombard Odier & Cie (Bahamas)
Bahamas
$8.71M +$7.96M +86,070 New
ST
757
Sabal Trust
Florida
$8.7M -$328K -3,543 -4%
SIP
758
Stoneridge Investment Partners
Pennsylvania
$8.68M +$185K +2,000 +2%
LI
759
Lafayette Investments
Maryland
$8.68M -$26.7K -289 -0.3%
CIM
760
Corda Investment Management
Texas
$8.6M -$431K -4,666 -5%
III
761
Independent Investors Inc
New York
$8.57M -$61.7K -667 -0.8%
OMCS
762
Old Mutual Customised Solutions
South Africa
$8.57M +$27.7K +300 +0.4%
DG
763
Davidson & Garrard
Virginia
$8.57M -$363K -3,930 -4%
WAM
764
Wood Asset Management
Florida
$8.55M -$1.01M -10,903 -11%
TFF
765
Timothy F. Fidgeon
$8.54M -$243K -2,623 -3%
CWP
766
Capital Wealth Planning
Florida
$8.52M -$35M -378,743 -80%
FTC
767
Farmers Trust Company
Ohio
$8.49M -$390K -4,215 -5%
CC
768
ClearArc Capital
Ohio
$8.48M -$268K -2,895 -3%
PCM
769
Peg Capital Management
New Hampshire
$8.45M -$43.9K -475 -0.6%
ACP
770
Ashfield Capital Partners
California
$8.44M +$3.61K +39 +0%
SKP
771
Sanborn Kilcollin Partners
Illinois
$8.44M -$497K -5,373 -6%
BII
772
Bainco International Investors
Massachusetts
$8.43M -$148K -1,600 -2%
BPM
773
Bowling Portfolio Management
Ohio
$8.41M -$88.5K -957 -1%
MSR
774
Main Street Research
Connecticut
$8.4M +$15.3K +165 +0.2%
CAMI
775
Concord Asset Management (Illinois)
Illinois
$8.38M -$91.7K -992 -1%

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.