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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
AI
751
Ariel Investments
Illinois
$8.05M +$199K +2,000 +2%
CA
752
Callahan Advisors
Texas
$8.05M +$232K +2,331 +3%
JMH
753
J.M. Hartwell
New York
$8.03M -$327K -3,285 -4%
VFS
754
VSR Financial Services
Kansas
$8.02M +$598 +6 +0%
BCM
755
Bluefin Capital Management
New York
$8.01M +$1.85M +18,529 +28%
DG
756
Davidson & Garrard
Virginia
$8.01M -$17.9K -180 -0.2%
DPIM
757
Duff & Phelps Investment Management
Illinois
$8M -$467K -4,690 -5%
GIM
758
Gyrus Investment Management
Ontario, Canada
$7.98M -$117K -1,175 -1%
NSAM
759
North Star Asset Management
Wisconsin
$7.96M -$134K -1,347 -2%
NAM
760
North American Management
Massachusetts
$7.95M -$54.2K -544 -0.6%
BHTS
761
Bar Harbor Trust Services
Maine
$7.95M +$276K +2,771 +3%
JWBC
762
J.W. Burns & Co
New York
$7.91M -$929K -9,332 -10%
VC
763
Vestor Capital
Illinois
$7.89M +$61.9K +621 +0.7%
HCMNY
764
Howard Capital Management (New York)
New York
$7.89M -$41.9K -421 -0.5%
MSR
765
Main Street Research
Connecticut
$7.87M -$63.5K -638 -0.8%
TBA
766
Train Babcock Advisors
New York
$7.83M -$122K -1,226 -1%
PCM
767
Peg Capital Management
New Hampshire
$7.82M -$4.98K -50 -0.1%
RW
768
Rand Wealth
Maryland
$7.8M -$165K -1,652 -2%
CI
769
Constellation Investments
Ohio
$7.78M +$89.6K +900 +1%
LIM
770
Leavell Investment Management
Alabama
$7.78M +$1.49K +15 +0%
III
771
Independent Investors Inc
New York
$7.76M -$69.7K -700 -0.8%
ASN
772
Advisory Services Network
Georgia
$7.74M +$1.37M +13,723 +20%
DIA
773
Dean Investment Associates
Ohio
$7.73M +$698K +7,010 +9%
ST
774
Sabal Trust
Florida
$7.64M -$212K -2,132 -3%
RA
775
Royce & Associates
New York
$7.57M -$199K -2,000 -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.