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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
CM
901
CoreCommodity Management
Connecticut
$6.05M -$4.43M -47,863 -44%
SHGA
902
Sand Hill Global Advisors
California
$6M -$1.43M -15,486 -21%
FMC
903
First Merchants Corp
Indiana
$5.99M -$303K -3,279 -5%
KFS
904
KMS Financial Services
Washington
$5.98M +$735K +7,952 +16%
FBB
905
Fulton Breakefield Broenniman
Maryland
$5.97M -$1.25M -13,492 -19%
EAM
906
EULAV Asset Management
Florida
$5.97M
SAG
907
Sterne Agee Group
Alabama
$5.95M +$1.36M +14,691 +33%
DWT
908
Dorsey & Whitney Trust
South Dakota
$5.94M +$635K +6,868 +13%
TSWM
909
Triangle Securities Wealth Management
North Carolina
$5.88M -$153K -1,653 -3%
WIC
910
Wilkins Investment Counsel
Massachusetts
$5.88M -$73K -790 -1%
MIP
911
Marietta Investment Partners
Wisconsin
$5.86M -$25.5K -276 -0.5%
BONST
912
Bank of Nova Scotia Trust
Ontario, Canada
$5.86M +$93.8K +1,015 +2%
TCOTO
913
Trust Company of the Ozarks
Missouri
$5.86M -$420K -4,545 -7%
VanEck Associates
914
VanEck Associates
New York
$5.81M -$65.6K -709 -1%
VNA
915
VNBTrust National Association
Virginia
$5.8M -$187K -2,020 -3%
B
916
BancorpSouth
Mississippi
$5.8M -$14.6K -158 -0.3%
KTC
917
Kistler-Tiffany Companies
Pennsylvania
$5.8M +$150K +1,624 +3%
BWAM
918
Boyd Watterson Asset Management
Ohio
$5.79M +$36.2K +391 +0.7%
FDS
919
First Dallas Securities
Texas
$5.76M -$124K -1,340 -2%
PWAP
920
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.76M -$30.1K -325 -0.6%
AC
921
Addenda Capital
Quebec, Canada
$5.76M -$1.75M -18,938 -25%
VW
922
Vantage Wealth
California
$5.75M +$104K +1,125 +2%
BIM
923
Barton Investment Management
Pennsylvania
$5.75M -$95.7K -1,035 -2%
MCM
924
McMillion Capital Management
North Carolina
$5.74M +$60.2K +651 +1%
CIM
925
Confluence Investment Management
Missouri
$5.73M +$102K +1,106 +2%

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.