We are live on ! Find out more
XOM icon

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
Mackenzie Financial
776
Mackenzie Financial
Ontario, Canada
$7.56M +$1.15M +11,533 +17%
JC
777
Jacobs & Co
California
$7.54M -$43.7K -439 -0.5%
TWA
778
TCI Wealth Advisors
Arizona
$7.53M +$30.3K +304 +0.4%
BPM
779
Bowling Portfolio Management
Ohio
$7.52M -$134K -1,347 -2%
SSWM
780
Smith Salley Wealth Management
North Carolina
$7.51M -$320K -3,210 -4%
TBNY
781
Trustco Bank (New York)
New York
$7.51M +$256K +2,573 +3%
MIAN
782
Mariner Independent Advisor Network
Kansas
$7.49M +$7.47K +75 +0.1%
MAM
783
Meeder Asset Management
Ohio
$7.46M +$406K +4,075 +5%
NAM
784
NTV Asset Management
West Virginia
$7.45M +$12.1K +121 +0.2%
SIG
785
Schooner Investment Group
Pennsylvania
$7.43M +$996K +10,000 +14%
PDM
786
Penn Davis McFarland
Texas
$7.41M -$223K -2,239 -3%
OMCS
787
Old Mutual Customised Solutions
South Africa
$7.39M -$1.12M -11,200 -12%
FCCM
788
First City Capital Management
Georgia
$7.39M
VCM
789
Violich Capital Management
California
$7.38M -$89.1K -895 -1%
SCM
790
Shelton Capital Management
Colorado
$7.36M -$750K -7,534 -9%
AF
791
Arrow Financial
New York
$7.35M -$251K -2,522 -3%
CCP
792
Clarkston Capital Partners
Michigan
$7.35M +$815K +8,181 +12%
PAM
793
PartnerRe Asset Management
Connecticut
$7.34M -$1.32M -13,259 -15%
AUB
794
Atlantic Union Bankshares
Virginia
$7.33M +$290K +2,908 +4%
HSA
795
Hussman Strategic Advisors
Maryland
$7.32M -$4.98M -50,000 -39%
NPF
796
Norris Perne & French
Michigan
$7.32M -$104K -1,046 -1%
MCM
797
Maryland Capital Management
Maryland
$7.3M -$397K -3,982 -5%
ANBT
798
American National Bank & Trust
Texas
$7.3M +$1.77M +17,798 +30%
AAM
799
Aureus Asset Management
Massachusetts
$7.3M -$189K -1,900 -2%
DCLA
800
Douglas C. Lane & Associates
New York
$7.27M -$1.51M -15,132 -16%

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.