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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
SAMNY
801
Samsung Asset Management (New York)
New York
$7.26M -$88.6K -890 -1%
BHBT
802
Burke & Herbert Bank & Trust
Virginia
$7.26M -$820K -8,235 -10%
FIM
803
FourPoints Investment Managers
France
$7.24M -$4.25M -42,700 -36%
MCM
804
Maple Capital Management
Vermont
$7.23M -$120K -1,205 -2%
TFF
805
Timothy F. Fidgeon
$7.22M -$282K -2,835 -4%
FTC
806
Farmers Trust Company
Ohio
$7.16M -$180K -1,804 -2%
CIM
807
CenturyLink Investment Management
Colorado
$7.14M -$939K -9,431 -11%
PFSC
808
Peoples Financial Services Corp
Pennsylvania
$7.12M -$781K -7,845 -9%
AP
809
Appleton Partners
Massachusetts
$7.11M +$102K +1,022 +1%
NAMP
810
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.1M -$32.6K -327 -0.4%
SAG
811
Sterne Agee Group
Alabama
$7.01M +$548K +5,506 +8%
AC
812
Allstate Corporation
Illinois
$6.99M -$5.74M -57,633 -44%
AWM
813
Altavista Wealth Management
North Carolina
$6.97M -$378K -3,799 -5%
GLRA
814
Gerald L. Ray & Associates
Texas
$6.97M +$1.69K +17 +0%
RB
815
Rodgers Brothers
Pennsylvania
$6.96M -$34.7K -348 -0.5%
LJHT
816
Laurie J. Hall Trustee
$6.92M -$47.3K -475 -0.6%
MWAC
817
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.92M +$157K +1,575 +2%
RIL
818
Rothschild Investment LLC
Illinois
$6.92M +$28.7K +288 +0.4%
NC
819
Northpointe Capital
Michigan
$6.91M +$41.8K +420 +0.6%
HCM
820
Harvest Capital Management
New Hampshire
$6.9M -$284K -2,853 -4%
CIC
821
Cornercap Investment Counsel
Georgia
$6.88M +$6.96M +69,918 +2,138%
SIPS
822
Shelter Insurance Profit Sharing
Missouri
$6.85M
ICOA
823
Investment Centers of America
North Dakota
$6.82M +$1.9M +19,071 +36%
HTHT
824
Hemenway Trust Hemenway Trust
New Hampshire
$6.82M -$185K -1,856 -2%
ST
825
Sentinel Trust
Texas
$6.81M -$9.46K -95 -0.1%

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.