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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
ODCM
976
Old Dominion Capital Management
Virginia
$4.92M -$74.2K -745 -12%
CBU
977
CIBC Bank USA
Illinois
$4.92M -$64.6K -649 -1%
HAI
978
Hennessy Advisors Inc
California
$4.92M -$169K -1,700 -3%
GHA
979
Garcia Hamilton & Associates
Texas
$4.91M +$928K +9,315 +22%
GIM
980
Guardian Investment Management
California
$4.88M
PLFAM
981
Pineno Levin & Ford Asset Management
Virginia
$4.87M -$22.4K -225 -0.4%
LM
982
Lincluden Management
Ontario, Canada
$4.87M +$15.4K +155 +0.3%
MHIM
983
MacNealy Hoover Investment Management
Ohio
$4.83M +$14.9K +150 +0.3%
MHS
984
M Holdings Securities
Oregon
$4.8M +$771K +7,739 +15%
AHS
985
Aspiriant Holdings S3
California
$4.8M +$43.8K +440 +0.9%
KFA
986
Kelleher Financial Advisors
New York
$4.78M -$67.7K -680 -1%
BSB
987
Bangor Savings Bank
Maine
$4.78M +$24.5K +246 +0.5%
GL
988
Globe Life
Texas
$4.75M
FMC
989
First Merchants Corp
Indiana
$4.75M +$105K +1,053 +2%
HC
990
Highmount Capital
New York
$4.74M -$60.7K -609 -1%
SGCA
991
Steel Grove Capital Advisors
Tennessee
$4.73M +$186K +1,867 +4%
NFGCM
992
Norman Fields Gottscho Capital Management
New York
$4.73M +$1.47M +14,735 +41%
WM
993
WCG Management
New York
$4.72M +$4.98M +50,000 New
OAMG
994
Odey Asset Management Group
United Kingdom
$4.7M
SAS
995
Spectrum Advisory Services
Georgia
$4.7M -$354K -3,550 -7%
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$4.69M +$2.18M +21,928 +78%
WAM
997
Wallington Asset Management
Indiana
$4.68M +$34.2K +343 +0.7%
AHB
998
Abner Herrman & Brock
New Jersey
$4.67M -$80.4K -807 -2%
BO
999
Bank OZK
Arkansas
$4.65M -$133K -1,334 -3%
BTNA
1000
Bremer Trust National Association
Minnesota
$4.62M +$417K +4,191 +9%

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.