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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
RSVP
851
Ramsay Stattman Vela & Price
Colorado
$6.49M -$16.7K -168 -0.2%
BIM
852
Bridgecreek Investment Management
Oklahoma
$6.49M
ADBIC
853
A.D. Beadell Investment Counsel
Wisconsin
$6.48M
AAC
854
Asset Advisors Corp
Georgia
$6.43M -$221K -2,223 -3%
KIC
855
Keating Investment Counselors
Florida
$6.42M -$27.9K -280 -0.4%
BII
856
Bainco International Investors
Massachusetts
$6.4M +$141K +1,420 +2%
WIC
857
Woodmont Investment Counsel
Tennessee
$6.39M -$77.5K -778 -1%
EA
858
Evanston Advisors
Illinois
$6.39M +$207K +2,082 +3%
SLF
859
Sun Life Financial
Ontario, Canada
$6.38M -$1.34M -13,490 -17%
PIA
860
Peachtree Investment Advisors
Georgia
$6.36M -$139K -1,400 -2%
B
861
BancorpSouth
Mississippi
$6.35M +$1.28M +12,862 +24%
Aristotle Capital Management
862
Aristotle Capital Management
California
$6.33M -$185K -1,856 -3%
DA
863
Denali Advisors
California
$6.33M -$129K -1,300 -2%
DWT
864
Dorsey & Whitney Trust
South Dakota
$6.33M +$211K +2,121 +3%
LSA
865
L & S Advisors
California
$6.24M +$83.9K +842 +1%
HFS
866
Haverford Financial Services
Pennsylvania
$6.23M +$71.7K +720 +1%
VCM
867
Vigilant Capital Management
Maine
$6.22M +$181K +1,816 +3%
WIC
868
Wilkins Investment Counsel
Massachusetts
$6.21M -$184K -1,852 -3%
CAM
869
Congress Asset Management
Massachusetts
$6.19M -$13.9K -140 -0.2%
SHGA
870
Sand Hill Global Advisors
California
$6.18M +$481K +4,825 +8%
CCMINC
871
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.18M -$15.7K -158 -0.2%
JAM
872
Jupiter Asset Management
United Kingdom
$6.17M +$1.83M +18,375 +39%
FAM
873
Fred Alger Management
New York
$6.15M -$32.1M -321,996 -83%
TC
874
Taylor Cottrill
New Hampshire
$6.15M -$94.7K -951 -1%
HKIM
875
Hayek Kallen Investment Management
Alabama
$6.13M -$216K -2,167 -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.