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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
KIC
826
Keating Investment Counselors
Florida
$6.17M -$29.3K -325 -0.5%
GLRA
827
Gerald L. Ray & Associates
Texas
$6.12M -$65K -721 -1%
IT
828
Investors Trust
Texas
$6.06M -$1.9M -21,108 -23%
PFPT
829
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.06M -$1.28M -14,152 -17%
LCP
830
Lombardia Capital Partners
California
$6.04M -$592K -6,565 -9%
HKIM
831
Hayek Kallen Investment Management
Alabama
$6.01M -$260K -2,889 -4%
BFA
832
Bragg Financial Advisors
North Carolina
$5.99M -$43.7K -485 -0.7%
SCCM
833
Schafer Cullen Capital Management
New York
$5.99M +$6.03M +66,840 +2,387%
FAB
834
First American Bank
Illinois
$5.97M -$5.74M -63,715 -48%
BIM
835
Bridgecreek Investment Management
Oklahoma
$5.94M
RIL
836
Rothschild Investment LLC
Illinois
$5.92M -$141K -1,559 -2%
GA
837
Glenhill Advisors
New York
$5.91M +$6.2M +68,731 New
RSVP
838
Ramsay Stattman Vela & Price
Colorado
$5.89M +$51.1K +567 +0.8%
Ninety One (UK)
839
Ninety One (UK)
United Kingdom
$5.87M -$7.49M -83,053 -55%
PJSIMP
840
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.87M -$45.2K -501 -0.7%
FAM
841
Fred Alger Management
New York
$5.86M -$82.1K -911 -1%
Aristotle Capital Management
842
Aristotle Capital Management
California
$5.86M -$63.6K -705 -1%
FFA
843
First Foundation Advisors
California
$5.84M +$3.32M +36,832 +119%
AI
844
Ariel Investments
Illinois
$5.83M
FFC
845
First Financial Corp
Indiana
$5.82M -$497K -5,518 -8%
GAM
846
Guinness Asset Management
United Kingdom
$5.82M +$135K +1,500 +2%
MCM
847
Munder Capital Management
Michigan
$5.82M +$287K +3,185 +5%
CCMINC
848
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.79M +$7.75K +86 +0.1%
TC
849
Taylor Cottrill
New Hampshire
$5.76M -$134K -1,488 -2%
SBWM
850
Sunflower Bank Wealth Management
Arizona
$5.75M -$21.3K -236 -0.4%

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.