We are live on ! Find out more
XOM icon

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
HFS
851
Haverford Financial Services
Pennsylvania
$6.74M +$338K +3,652 +6%
ALA
852
Atherton Lane Advisers
California
$6.73M -$15.5M -167,243 -72%
MLL
853
Moody Lynn & Lieberson
Massachusetts
$6.71M +$836K +9,047 +16%
DCM
854
Decatur Capital Management
Georgia
$6.69M +$6.11M +66,075 New
SIA
855
SeaBridge Investment Advisors
New Jersey
$6.69M -$34.2K -370 -0.6%
DIA
856
Davidson Investment Advisors
Montana
$6.68M -$63.3K -685 -1%
EIM
857
Emerson Investment Management
Massachusetts
$6.67M -$36.1K -390 -0.6%
SGK
858
Steigerwald Gordon & Koch
Virginia
$6.65M +$33.5K +362 +0.6%
TC
859
Taylor Cottrill
New Hampshire
$6.63M -$141K -1,525 -2%
PWP
860
Private Wealth Partners
California
$6.59M -$1.04M -11,258 -15%
PJSIMP
861
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.58M -$289K -3,125 -5%
TSS
862
Thomas Story & Son
Indiana
$6.58M +$140K +1,510 +2%
SBWM
863
Sunflower Bank Wealth Management
Arizona
$6.53M -$220K -2,376 -4%
AC
864
AFAM Capital
Texas
$6.53M -$52.8K -571 -0.9%
GAM
865
Guinness Asset Management
United Kingdom
$6.52M -$296K -3,200 -5%
EA
866
Evanston Advisors
Illinois
$6.51M +$292K +3,155 +5%
FSA
867
Franklin Street Advisors
North Carolina
$6.51M -$181K -1,962 -3%
SI
868
SII Investments
Wisconsin
$6.51M +$513K +5,550 +9%
FFSOTS
869
Fiduciary Financial Services of The Southwest
Texas
$6.49M -$99.9K -1,080 -2%
Jones Financial Companies
870
Jones Financial Companies
Missouri
$6.49M +$1.42M +15,311 +31%
BCM
871
BTR Capital Management
California
$6.47M +$46.2K +500 +0.8%
BFIC
872
Bedell Frazier Investment Counselling
California
$6.47M +$52.7K +570 +0.9%
HA
873
Hamel Associates
New Jersey
$6.46M +$5.91M +63,868 New
Bank of Nova Scotia
874
Bank of Nova Scotia
Ontario, Canada
$6.45M -$71.5K -773 -1%
BFG
875
Beacon Financial Group
Texas
$6.43M +$663K +7,174 +13%

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.