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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
PFBT
826
Parkside Financial Bank & Trust
Missouri
$6.8M -$70.1K -704 -1%
AIA
827
Alerus Investment Advisors
Minnesota
$6.8M -$108K -1,086 -1%
TCM
828
Tran Capital Management
California
$6.79M +$329K +3,300 +5%
CIC
829
Cutler Investment Counsel
Oregon
$6.79M -$32.1K -322 -0.4%
TRIM
830
Thompson Rubinstein Investment Management
Oregon
$6.78M -$9.96K -100 -0.1%
CL
831
CFS LLC
Oklahoma
$6.77M -$3.19K -32 -0%
IC
832
InterOcean Capital
Illinois
$6.76M -$928K -9,317 -11%
FIM
833
Fruth Investment Management
Texas
$6.75M +$130K +1,301 +2%
BT
834
Beacon Trust
New Jersey
$6.74M -$167K -1,679 -2%
SGK
835
Steigerwald Gordon & Koch
Virginia
$6.71M +$165K +1,654 +2%
FAT
836
First American Trust
California
$6.69M -$67.8K -681 -0.9%
BWP
837
Baldwin Wealth Partners
Massachusetts
$6.69M -$131K -1,315 -2%
CA
838
Cornerstone Advisors
North Carolina
$6.67M
Bank of Nova Scotia
839
Bank of Nova Scotia
Ontario, Canada
$6.66M +$275K +2,758 +4%
PCA
840
Personal Capital Advisors
California
$6.63M +$2.27M +22,755 +48%
TCOT
841
Trust Company of Toledo
Ohio
$6.62M -$179K -1,802 -2%
VC
842
V2 Capital
Illinois
$6.61M +$156K +1,566 +2%
FNT
843
First Nebraska Trust
Nebraska
$6.6M
HAM
844
Highstreet Asset Management
Ontario, Canada
$6.59M -$1.82M -18,245 -21%
EIM
845
Emerson Investment Management
Massachusetts
$6.59M +$278K +2,794 +4%
WPP
846
Whalerock Point Partners
Rhode Island
$6.56M -$103K -1,035 -1%
WPC
847
White Pine Capital
Minnesota
$6.54M -$9.96K -100 -0.1%
BFA
848
Bragg Financial Advisors
North Carolina
$6.53M -$132K -1,324 -2%
BAMF
849
BI Asset Management Fondsmaeglerselskab
Denmark
$6.52M -$1.2M -12,000 -15%
TF
850
Tompkins Financial
New York
$6.5M -$23K -231 -0.3%

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.