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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
CCMG
826
Clark Capital Management Group
Pennsylvania
$7.34M -$267K -2,887 -4%
GKIM
827
GW&K Investment Management
Massachusetts
$7.28M -$347K -3,757 -5%
ADBIC
828
A.D. Beadell Investment Counsel
Wisconsin
$7.25M -$232K -2,505 -3%
ST
829
Sentinel Trust
Texas
$7.22M +$1.15M +12,490 +21%
FIM
830
Fruth Investment Management
Texas
$7.21M -$70.7K -765 -1%
KIC
831
Keating Investment Counselors
Florida
$7.21M -$38.8K -420 -0.6%
FAT
832
First American Trust
California
$7.21M -$1.04M -11,278 -14%
RIL
833
Rothschild Investment LLC
Illinois
$7.13M +$152K +1,640 +2%
AAC
834
Asset Advisors Corp
Georgia
$7.12M -$1.14M -12,363 -15%
BWP
835
Baldwin Wealth Partners
Massachusetts
$7.1M +$575K +6,218 +10%
SC
836
Scotia Capital
Ontario, Canada
$7.1M +$1.69M +18,287 +35%
RT
837
Rockland Trust
Massachusetts
$7.09M +$2.35M +25,434 +57%
WPP
838
Whalerock Point Partners
Rhode Island
$7.08M +$6.47M +69,929 New
VC
839
V2 Capital
Illinois
$7.06M +$6.45M +69,801 New
HKIM
840
Hayek Kallen Investment Management
Alabama
$7.03M -$39K -422 -0.6%
BIM
841
Bridgecreek Investment Management
Oklahoma
$7M +$9.15K +99 +0.1%
SCM
842
Summit Capital Management
Washington
$6.92M -$929K -10,050 -13%
RSVP
843
Ramsay Stattman Vela & Price
Colorado
$6.87M -$47.6K -515 -0.8%
AI
844
Ariel Investments
Illinois
$6.85M -$3.24K -35 -0.1%
CCMINC
845
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.84M +$36.4K +394 +0.6%
HW
846
Hancock Whitney
Mississippi
$6.83M +$74.2K +802 +1%
JCM
847
Janney Capital Management
Pennsylvania
$6.79M +$191K +2,067 +3%
TCM
848
Tran Capital Management
California
$6.75M +$410K +4,430 +7%
SCA
849
Stillwater Capital Advisors
Pennsylvania
$6.75M +$1.1M +11,948 +22%
Aristotle Capital Management
850
Aristotle Capital Management
California
$6.75M -$129K -1,400 -2%

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.