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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
CWM
926
Cabot Wealth Management
Massachusetts
$5.72M -$63.5K -687 -1%
ZIC
927
ZWJ Investment Counsel
Georgia
$5.71M -$338K -3,659 -6%
MBE
928
Michael B. Elefante
$5.71M -$25K -270 -0.5%
MC
929
Martin Currie
United Kingdom
$5.71M +$952K +10,300 +22%
SACTSONJ
930
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.7M
OCM
931
Olstein Capital Management
New York
$5.67M -$832K -9,000 -14%
HL
932
HeadInvest LLC
Maine
$5.66M -$199K -2,155 -4%
MC
933
Martin & Co
Tennessee
$5.66M -$89.5K -968 -2%
GG
934
Greenwood Gearhart
Arkansas
$5.63M +$82.4K +891 +2%
CCP
935
Clarkston Capital Partners
Michigan
$5.63M +$404K +4,372 +9%
SHA
936
Smith Hayes Advisers
Nebraska
$5.63M -$115K -1,245 -2%
HSA
937
Hussman Strategic Advisors
Maryland
$5.63M -$4.62M -50,000 -47%
DA
938
Denali Advisors
California
$5.6M +$2.8M +30,300 +121%
HC
939
Hendley & Co
Ohio
$5.57M +$21.5K +232 +0.4%
DBIA
940
Dumont & Blake Investment Advisors
New Jersey
$5.56M -$506K -5,477 -9%
UR
941
USCA RIA
Texas
$5.55M +$10.3K +111 +0.2%
EVM
942
Evelyn V. Moreno
$5.54M +$5.06M +54,773 New
HHAA
943
Henry H. Armstrong Associates
Pennsylvania
$5.54M -$126K -1,359 -2%
CBU
944
CIBC Bank USA
Illinois
$5.52M -$116K -1,253 -2%
MFBTD
945
MB Financial Bank - Trust Department
Illinois
$5.49M -$125K -1,355 -2%
LJAC
946
L.J. Altfest & Co
New York
$5.46M +$4.98M +53,903 New
SAS
947
Spectrum Advisory Services
Georgia
$5.45M +$17.2K +186 +0.3%
CPA
948
Court Place Advisors
Maryland
$5.45M +$4.98M +53,877 New
HCM
949
Hutchinson Capital Management
California
$5.45M +$242K +2,621 +5%
MPIA
950
Mountain Pacific Investment Advisers
Idaho
$5.45M

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.