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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
RIG
876
Renaissance Investment Group
Massachusetts
$6.11M -$576K -5,786 -8%
GKIM
877
GW&K Investment Management
Massachusetts
$6.11M -$46.4K -466 -0.7%
GC
878
Grimes & Company
Massachusetts
$6.07M -$25.3K -254 -0.4%
CWM
879
Cabot Wealth Management
Massachusetts
$6.06M +$338K +3,390 +6%
PTC
880
Private Trust Company
Ohio
$6.04M -$3.09M -31,041 -33%
GG
881
Greenwood Gearhart
Arkansas
$6.02M +$281K +2,818 +5%
PPSG
882
Princeton Portfolio Strategies Group
New Jersey
$6M -$23.1K -232 -0.4%
HIC
883
Hartline Investment Corp
Illinois
$6M -$99.6K -1,000 -2%
WTB
884
Washington Trust Bank
Washington
$5.99M -$182K -1,825 -3%
GIM
885
Goelzer Investment Management
Indiana
$5.98M -$41.6K -418 -0.7%
JCM
886
Janney Capital Management
Pennsylvania
$5.97M -$513K -5,148 -8%
FFBTD
887
First Financial Bank - Trust Division
Ohio
$5.93M -$622K -6,241 -9%
O
888
OppenheimerFunds
New York
$5.92M
QI
889
Qualcomm Inc
California
$5.92M
FFSOTS
890
Fiduciary Financial Services of The Southwest
Texas
$5.92M +$50.6K +508 +0.8%
SI
891
SII Investments
Wisconsin
$5.91M +$298K +2,992 +5%
GCC
892
Guardian Capital (Canada)
Ontario, Canada
$5.9M -$140K -1,410 -2%
CCT
893
Capital City Trust
Florida
$5.9M +$89.8K +902 +1%
MCC
894
Mid Continent Capital
Illinois
$5.88M -$923K -9,263 -13%
SCM
895
Summit Capital Management
Washington
$5.88M -$156K -1,565 -2%
HA
896
Hamel Associates
New Jersey
$5.88M -$3.98K -40 -0.1%
DLCIG
897
D.L. Carlson Investment Group
New Hampshire
$5.86M +$43K +432 +0.7%
MNBTD
898
Moody National Bank Trust Division
Texas
$5.83M -$1.79K -18 -0%
JWBC
899
John W. Bristol & Co
New York
$5.81M +$6.15M +61,776 New
AC
900
AFAM Capital
Texas
$5.8M +$92.8K +932 +2%

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.