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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
MAA
76
Managed Account Advisors
New Jersey
$420M +$50M +501,723 +13%
PI
77
PGGM Investments
Netherlands
$418M +$14.8M +149,013 +3%
Fisher Asset Management
78
Fisher Asset Management
Washington
$416M -$3.83M -38,451 -0.9%
Pzena Investment Management
79
Pzena Investment Management
New York
$405M +$9.46M +95,003 +2%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$404M -$78.6M -789,083 -16%
AL
81
AJO LP
Pennsylvania
$396M -$187M -1,872,560 -31%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$385M -$26.4M -264,735 -6%
DL
83
Delta Lloyd
Netherlands
$362M +$475K +4,767 +0.5%
RFC
84
Russell Frank Company
Washington
$355M -$137M -1,376,720 -27%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$348M -$21.9M -219,686 -6%
Canada Life
86
Canada Life
Manitoba, Canada
$345M -$13.2M -132,573 -3%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$344M +$34.6M +347,015 +10%
WRF
88
Waddell & Reed Financial
Kansas
$343M +$85.4M +857,470 +31%
SO
89
STRS Ohio
Ohio
$339M -$44.8M -450,000 -11%
Barclays
90
Barclays
United Kingdom
$331M -$36.6M -367,567 -9%
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$329M +$17.9M +179,837 +5%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$327M +$175M +1,761,575 +103%
PAM
93
Panagora Asset Management
Massachusetts
$325M -$179K -1,798 -0.1%
AAM
94
Aberdeen Asset Management
United Kingdom
$319M -$15.6M -156,579 -4%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$306M -$3.79M -38,019 -1%
BF
96
BOK Financial
Oklahoma
$305M +$457K +4,586 +0.1%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$299M -$15.8M -158,550 -5%
Allianz Asset Management
98
Allianz Asset Management
Germany
$292M -$4.02M -40,409 -1%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$290M +$15.4M +154,514 +5%
Axa
100
Axa
France
$284M -$15.2M -152,727 -5%

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.