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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
MIS
851
Morningstar Investment Services
Illinois
$5.75M +$901K +9,997 +18%
DIA
852
Davidson Investment Advisors
Montana
$5.74M +$1.02M +11,317 +20%
HW
853
Hancock Whitney
Mississippi
$5.74M -$2.89M -32,102 -33%
SIA
854
SeaBridge Investment Advisors
New Jersey
$5.72M -$39.2K -435 -0.7%
FSA
855
Franklin Street Advisors
North Carolina
$5.71M -$113K -1,253 -2%
EIM
856
Emerson Investment Management
Massachusetts
$5.7M -$55K -610 -0.9%
SGK
857
Steigerwald Gordon & Koch
Virginia
$5.63M +$283K +3,141 +5%
FFSOTS
858
Fiduciary Financial Services of The Southwest
Texas
$5.61M +$232K +2,577 +4%
AC
859
AFAM Capital
Texas
$5.6M +$55.3K +613 +1%
OCM
860
Olstein Capital Management
New York
$5.59M -$180K -2,000 -3%
JCM
861
Janney Capital Management
Pennsylvania
$5.59M -$167K -1,857 -3%
ECM
862
Evergreen Capital Management
Washington
$5.58M +$70.9K +786 +1%
HTHT
863
Hemenway Trust Hemenway Trust
New Hampshire
$5.58M +$477K +5,289 +9%
Bank of Nova Scotia
864
Bank of Nova Scotia
Ontario, Canada
$5.55M -$37.7M -418,710 -87%
BWP
865
Baldwin Wealth Partners
Massachusetts
$5.5M -$350K -3,883 -6%
MNBTD
866
Moody National Bank Trust Division
Texas
$5.49M -$268K -2,975 -4%
TSS
867
Thomas Story & Son
Indiana
$5.47M
DIA
868
Dean Investment Associates
Ohio
$5.46M -$46.9K -520 -0.8%
BCM
869
BTR Capital Management
California
$5.46M +$6.04K +67 +0.1%
BFIC
870
Bedell Frazier Investment Counselling
California
$5.45M -$108K -1,202 -2%
FC
871
Fiera Capital
New York
$5.44M -$272K -3,020 -5%
PFBT
872
Parkside Financial Bank & Trust
Missouri
$5.43M -$373K -4,141 -6%
PTB
873
Pioneer Trust Bank
Oregon
$5.42M -$8.84K -98 -0.2%
QI
874
Qualcomm Inc
California
$5.41M
HFS
875
Haverford Financial Services
Pennsylvania
$5.41M -$315K -3,495 -5%

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.