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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
KFS
901
KMS Financial Services
Washington
$5.79M +$131K +1,313 +2%
ACM
902
Alpha Capital Management
Texas
$5.78M +$34.8K +349 +0.6%
VW
903
Vantage Wealth
California
$5.69M +$34.9K +350 +0.6%
GWM
904
Greenwich Wealth Management
Connecticut
$5.68M +$896 +9 +0%
LG
905
Laidlaw Group
New York
$5.68M -$71.7K -720 -1%
CW
906
Cabot-Wellington
Massachusetts
$5.68M -$39.8K -400 -0.7%
SIP
907
Stoneridge Investment Partners
Pennsylvania
$5.66M +$27.9K +280 +0.5%
CIM
908
Confluence Investment Management
Missouri
$5.66M +$549K +5,508 +10%
MJP
909
Michael J. Puzo
$5.64M +$79.2K +795 +1%
HCM
910
Hutchinson Capital Management
California
$5.64M -$230K -2,308 -4%
PFPT
911
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.63M +$417K +4,187 +8%
MA
912
Montag & Associates
Georgia
$5.62M +$169K +1,700 +3%
HCM
913
Hodges Capital Management
Texas
$5.6M -$21.2K -213 -0.4%
Jennison Associates
914
Jennison Associates
New York
$5.56M -$154K -1,545 -3%
LBG
915
Lloyds Banking Group
United Kingdom
$5.56M -$971K -9,745 -14%
HW
916
Hancock Whitney
Mississippi
$5.56M -$177K -1,780 -3%
PJSIMP
917
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.55M -$232K -2,325 -4%
ACP
918
Aviance Capital Partners
Florida
$5.54M +$89K +894 +2%
ICAS
919
Investors Capital Advisory Services
Massachusetts
$5.52M +$17.9K +180 +0.3%
SBWM
920
Sunflower Bank Wealth Management
Arizona
$5.5M -$112K -1,128 -2%
TYCC
921
Texas Yale Capital Corp
Florida
$5.5M +$1.07M +10,735 +22%
PWAP
922
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.5M +$141K +1,417 +2%
BONST
923
Bank of Nova Scotia Trust
Ontario, Canada
$5.49M +$177K +1,774 +3%
ALA
924
Atherton Lane Advisers
California
$5.48M -$104K -1,046 -2%
MC
925
Martin & Co
Tennessee
$5.47M +$6.97K +70 +0.1%

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.