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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
WIC
801
Woodmont Investment Counsel
Tennessee
$6.6M -$36.1K -400 -0.5%
CIC
802
Cutler Investment Counsel
Oregon
$6.57M -$4.96K -55 -0.1%
PWP
803
Private Wealth Partners
California
$6.57M -$124K -1,375 -2%
ACM
804
Argent Capital Management
Missouri
$6.55M -$52.2K -579 -0.8%
CL
805
CFS LLC
Oklahoma
$6.54M -$22.5K -250 -0.3%
WTIM
806
Wilmington Trust Investment Management
Delaware
$6.53M -$433K -4,800 -6%
AC
807
Addenda Capital
Quebec, Canada
$6.52M +$343K +3,800 +5%
GKIM
808
GW&K Investment Management
Massachusetts
$6.51M -$242K -2,680 -3%
HIC
809
Hartline Investment Corp
Illinois
$6.5M -$85.6K -950 -1%
CCMG
810
Clark Capital Management Group
Pennsylvania
$6.49M -$1.2M -13,259 -15%
CM
811
Castleark Management
Illinois
$6.48M +$1.32M +14,680 +27%
MWAC
812
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.47M +$1.05M +11,693 +18%
BCM
813
BP Capital Management
Texas
$6.45M +$6.76M +75,000 New
CI
814
Constellation Investments
Ohio
$6.45M +$334K +3,700 +5%
NAMP
815
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.45M -$445K -4,940 -6%
SHGA
816
Sand Hill Global Advisors
California
$6.44M +$1.92M +21,334 +40%
CIC
817
Chilton Investment Company
Connecticut
$6.43M +$30.4K +337 +0.5%
ADBIC
818
A.D. Beadell Investment Counsel
Wisconsin
$6.38M +$14.4K +160 +0.2%
TF
819
Tompkins Financial
New York
$6.34M -$228K -2,525 -3%
FNT
820
First Nebraska Trust
Nebraska
$6.32M -$113K -1,250 -2%
WPC
821
White Pine Capital
Minnesota
$6.27M -$284K -3,150 -4%
SIPS
822
Shelter Insurance Profit Sharing
Missouri
$6.26M
FBB
823
Fulton Breakefield Broenniman
Maryland
$6.24M +$1.23M +13,662 +23%
FIM
824
Fruth Investment Management
Texas
$6.2M -$314K -3,486 -5%
TCOT
825
Trust Company of Toledo
Ohio
$6.18M +$214K +2,370 +3%

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.