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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
FCCM
801
First City Capital Management
Georgia
$7.91M -$177K -1,910 -2%
LJHT
802
Laurie J. Hall Trustee
$7.82M -$19.8K -214 -0.3%
WPC
803
White Pine Capital
Minnesota
$7.81M +$391K +4,234 +6%
TWA
804
TCI Wealth Advisors
Arizona
$7.79M +$11.3K +122 +0.2%
ACM
805
Argent Capital Management
Missouri
$7.76M +$55.6K +601 +0.8%
MCC
806
Mid Continent Capital
Illinois
$7.76M -$127K -1,373 -2%
DIA
807
Dean Investment Associates
Ohio
$7.73M +$1.19M +12,846 +20%
CIC
808
Cutler Investment Counsel
Oregon
$7.71M -$12.9K -140 -0.2%
HTHT
809
Hemenway Trust Hemenway Trust
New Hampshire
$7.7M +$1.05M +11,307 +17%
RB
810
Rodgers Brothers
Pennsylvania
$7.69M -$106K -1,146 -1%
WIC
811
Woodmont Investment Counsel
Tennessee
$7.62M -$133K -1,434 -2%
FNT
812
First Nebraska Trust
Nebraska
$7.57M +$127K +1,378 +2%
GLRA
813
Gerald L. Ray & Associates
Texas
$7.55M +$323K +3,493 +5%
WTIM
814
Wilmington Trust Investment Management
Delaware
$7.5M -$166K -1,800 -2%
BFA
815
Bragg Financial Advisors
North Carolina
$7.47M +$384K +4,149 +6%
HIC
816
Hartline Investment Corp
Illinois
$7.45M -$179K -1,935 -3%
PIA
817
Peachtree Investment Advisors
Georgia
$7.44M +$6.79M +73,479 New
TF
818
Tompkins Financial
New York
$7.43M -$19.8K -214 -0.3%
RIG
819
Renaissance Investment Group
Massachusetts
$7.43M -$495K -5,357 -7%
TCOT
820
Trust Company of Toledo
Ohio
$7.42M +$136K +1,475 +2%
MWAC
821
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.4M -$186K -2,012 -3%
CL
822
CFS LLC
Oklahoma
$7.39M
MIS
823
Morningstar Investment Services
Illinois
$7.37M +$560K +6,060 +9%
SIPS
824
Shelter Insurance Profit Sharing
Missouri
$7.37M
PFBT
825
Parkside Financial Bank & Trust
Missouri
$7.36M +$883K +9,546 +15%

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.