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ExxonMobil

1,765 hedge funds and large institutions have $187B invested in ExxonMobil in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 623 increasing their positions, 888 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

21% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $2.25B

0% more funds holding

Funds holding: 1,7591,765 (+6)

0.13% less ownership

Funds ownership: 49.76%49.63% (-0.13%)

6% less capital invested

Capital invested by funds: $200B → $187B (-$12.5B)

7% less funds holding in top 10

Funds holding in top 10: 730676 (-54)

30% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 888

Holders
1,765
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
57.21%
Holding in Top 10
676
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-7.4%
% of All Funds
21.91%
New
69
Increased
623
Reduced
888
Closed
46
Calls
$2.72B
Puts
$2.25B
Net Calls
+$469M
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
776
Private Trust Company
Ohio
$7.1M -$1.72M -19,088 -19%
FAT
777
First American Trust
California
$7.1M -$362K -4,018 -5%
BHTS
778
Bar Harbor Trust Services
Maine
$7.1M +$148K +1,645 +2%
TBNY
779
Trustco Bank (New York)
New York
$7.09M -$508K -5,632 -6%
PVH
780
Psagot Value Holdings
Israel
$7.08M -$4.46M -49,521 -38%
SSG
781
Summit Securities Group
New York
$7.08M -$3.89M -43,200 -34%
AWM
782
Altavista Wealth Management
North Carolina
$6.98M -$248K -2,749 -3%
AIA
783
Alerus Investment Advisors
Minnesota
$6.95M -$567K -6,286 -7%
SI
784
Stephens Inc
Arkansas
$6.95M +$311K +3,454 +4%
TRIM
785
Thompson Rubinstein Investment Management
Oregon
$6.94M
HCMNY
786
Howard Capital Management (New York)
New York
$6.91M
FCCM
787
First City Capital Management
Georgia
$6.89M +$27K +300 +0.4%
GA
788
Geneva Advisors
Illinois
$6.86M -$54.2K -601 -0.7%
AAM
789
Aureus Asset Management
Massachusetts
$6.86M -$197K -2,190 -3%
JC
790
Jacobs & Co
California
$6.83M -$50.6K -561 -0.7%
WG
791
Winchester Group
New York
$6.82M +$7.93K +88 +0.1%
CA
792
Callahan Advisors
Texas
$6.79M +$181K +2,012 +3%
NAM
793
NTV Asset Management
West Virginia
$6.79M +$53.2K +590 +0.8%
RIG
794
Renaissance Investment Group
Massachusetts
$6.78M -$110K -1,216 -2%
SCM
795
Summit Capital Management
Washington
$6.75M +$293K +3,245 +4%
MCC
796
Mid Continent Capital
Illinois
$6.71M +$50.8K +563 +0.7%
VC
797
Vestor Capital
Illinois
$6.67M +$107K +1,191 +2%
LJHT
798
Laurie J. Hall Trustee
$6.66M -$10.6K -118 -0.2%
RB
799
Rodgers Brothers
Pennsylvania
$6.64M +$162K +1,802 +2%
TWA
800
TCI Wealth Advisors
Arizona
$6.61M -$99.3K -1,101 -1%

XOM Hedge Fund Activity: Q3 2013 in Review

1,765 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2013, worth a combined $187B — down 6.2% from $200B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XOM positions and 46 closed out — a net gain of 23 holders — while 623 added to existing stakes and 888 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $797M. The largest seller was AllianceBernstein, cutting an estimated $599M.

  • 1,765 institutional investors held ExxonMobil (XOM) as of Q3 2013, up from 1,759 in Q2 2013.
  • Funds reported $187B of ExxonMobil stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 69 funds opened new ExxonMobil positions in Q3 2013 and 46 closed out, a net change of +23 holders.
  • The largest ExxonMobil buyer in Q3 2013 was Berkshire Hathaway, an estimated $797M added.
  • The largest ExxonMobil seller in Q3 2013 was AllianceBernstein, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2013.