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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
ISB
951
Iowa State Bank
Iowa
$5.25M +$129K +1,295 +2%
PRC
952
Platte River Capital
Colorado
$5.25M -$3.69M -37,090 -40%
NFG
953
Next Financial Group
Texas
$5.23M -$503K -5,053 -8%
CAI
954
Capital Advisors Inc
Oklahoma
$5.21M +$10.4K +104 +0.2%
Mirae Asset Global Investments
955
Mirae Asset Global Investments
South Korea
$5.2M +$223K +2,240 +4%
BFG
956
Beacon Financial Group
Texas
$5.17M +$1.79K +18 +0%
NJBEST
957
New Jersey Better Educational Savings Trust
New Jersey
$5.17M +$498K +5,000 +10%
EVM
958
Evelyn V. Moreno
$5.16M -$112K -1,125 -2%
AWE
959
Avidian Wealth Enterprises
Texas
$5.13M -$138K -1,385 -2%
HK
960
Horizon Kinetics
New York
$5.13M -$67.2K -675 -1%
HC
961
Hendley & Co
Ohio
$5.11M -$81.6K -819 -1%
MBE
962
Michael B. Elefante
$5.08M -$97.1K -975 -2%
FSA
963
Franklin Street Advisors
North Carolina
$5.08M -$128K -1,289 -2%
FDS
964
First Dallas Securities
Texas
$5.07M -$149K -1,500 -3%
FFC
965
First Financial Corp
Indiana
$5.04M -$157K -1,580 -3%
AAM
966
Advisors Asset Management
Colorado
$5.03M -$66.7K -670 -1%
CPA
967
Court Place Advisors
Maryland
$5.03M -$9.96K -100 -0.2%
BIM
968
Barton Investment Management
Pennsylvania
$5.03M +$697K +6,997 +15%
RMAM
969
Raab & Moskowitz Asset Management
New Jersey
$5.03M +$121K +1,218 +2%
DBIA
970
Dumont & Blake Investment Advisors
New Jersey
$5.01M -$9.96K -100 -0.2%
LJAC
971
L.J. Altfest & Co
New York
$5.01M -$896 -9 -0%
PL
972
Perpetual Ltd
Australia
$4.97M -$1.46M -14,680 -22%
MAA
973
Matrix Asset Advisors
New York
$4.95M -$19.9K -200 -0.4%
TCOTO
974
Trust Company of the Ozarks
Missouri
$4.94M -$198K -1,987 -4%
HHAA
975
Henry H. Armstrong Associates
Pennsylvania
$4.94M -$183K -1,840 -3%

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.