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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
ST
901
Sentinel Trust
Texas
$5.07M +$1.1M +12,212 +26%
WIC
902
Wilkins Investment Counsel
Massachusetts
$5.07M -$163K -1,810 -3%
SI
903
SII Investments
Wisconsin
$5.06M -$610K -6,769 -10%
MJP
904
Michael J. Puzo
$5.04M +$115K +1,281 +2%
FDS
905
First Dallas Securities
Texas
$5.01M -$72.2K -801 -1%
MIP
906
Marietta Investment Partners
Wisconsin
$5.01M -$76.6K -850 -1%
VanEck Associates
907
VanEck Associates
New York
$5M -$1.3M -14,417 -20%
HL
908
HeadInvest LLC
Maine
$5M -$68.8K -763 -1%
NJBEST
909
New Jersey Better Educational Savings Trust
New Jersey
$4.99M +$1.26M +14,000 +32%
BIM
910
Barton Investment Management
Pennsylvania
$4.97M
BFG
911
Beacon Financial Group
Texas
$4.95M +$5.13M +56,924 New
B
912
BancorpSouth
Mississippi
$4.94M -$581K -6,445 -10%
MLL
913
Moody Lynn & Lieberson
Massachusetts
$4.93M -$1.52M -16,881 -23%
PWAP
914
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.92M +$101K +1,117 +2%
CWM
915
Cabot Wealth Management
Massachusetts
$4.92M +$176K +1,954 +4%
BONST
916
Bank of Nova Scotia Trust
Ontario, Canada
$4.9M +$541 +6 +0%
MC
917
Martin & Co
Tennessee
$4.89M -$32.5K -360 -0.6%
SHA
918
Smith Hayes Advisers
Nebraska
$4.89M +$464K +5,150 +10%
BWAM
919
Boyd Watterson Asset Management
Ohio
$4.89M +$42.1K +467 +0.8%
MBE
920
Michael B. Elefante
$4.88M +$556K +6,169 +12%
ISB
921
Iowa State Bank
Iowa
$4.87M +$215K +2,380 +4%
LCM
922
Lucas Capital Management
New Jersey
$4.85M -$4M -44,369 -44%
SACTSONJ
923
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.85M
AAM
924
Advisors Asset Management
Colorado
$4.83M -$170K -1,888 -3%
MCM
925
McMillion Capital Management
North Carolina
$4.83M -$137K -1,520 -3%

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.