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ExxonMobil

1,765 hedge funds and large institutions have $187B invested in ExxonMobil in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 623 increasing their positions, 888 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

21% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $2.25B

0% more funds holding

Funds holding: 1,7591,765 (+6)

0.13% less ownership

Funds ownership: 49.76%49.63% (-0.13%)

6% less capital invested

Capital invested by funds: $200B → $187B (-$12.5B)

7% less funds holding in top 10

Funds holding in top 10: 730676 (-54)

30% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 888

Holders
1,765
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
57.21%
Holding in Top 10
676
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-7.4%
% of All Funds
21.91%
New
69
Increased
623
Reduced
888
Closed
46
Calls
$2.72B
Puts
$2.25B
Net Calls
+$469M
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Sterling Capital Management
North Carolina
$4.06M -$4.86M -53,868 -53%
WSIB
1002
Washington State Investment Board
Washington
$4.06M
AP
1003
Atwood & Palmer
Missouri
$4.04M -$18K -200 -0.4%
ACM
1004
Ashford Capital Management
Delaware
$4.04M
IAS
1005
IMA Advisory Services
Colorado
$4.03M +$27.9K +310 +0.7%
MC
1006
Martin Currie
United Kingdom
$3.97M -$2.08M -23,100 -33%
WSC
1007
Wellington Shields & Co
New York
$3.96M +$397K +4,400 +11%
AWA
1008
AmeriServ Wealth Advisors
Pennsylvania
$3.94M -$6.76K -75 -0.2%
KS
1009
Karpas Strategies
Connecticut
$3.91M
WAM
1010
Wallington Asset Management
Indiana
$3.91M +$67.6K +750 +2%
UF
1011
Univest Financial
Pennsylvania
$3.9M -$513K -5,695 -11%
AHS
1012
Aspiriant Holdings S3
California
$3.88M +$60.1K +667 +1%
SCA
1013
SAC Capital Advisors
Connecticut
$3.87M +$3.5M +38,860 +639%
BTNA
1014
Bremer Trust National Association
Minnesota
$3.86M +$74.8K +830 +2%
Mirae Asset Global Investments
1015
Mirae Asset Global Investments
South Korea
$3.85M +$2.16K +24 +0.1%
CCM
1016
Channing Capital Management
Illinois
$3.85M
PP
1017
PDT Partners
New York
$3.84M -$3.13M -34,670 -44%
RT
1018
Rockland Trust
Massachusetts
$3.84M -$21.6K -240 -0.5%
MFW
1019
Meristem Family Wealth
Minnesota
$3.83M -$31.3K -347 -0.8%
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.82M -$1.06M -11,728 -21%
SIM
1021
SSI Investment Management
California
$3.82M -$431K -4,784 -10%
ADMI
1022
Albert D. Mason Inc
Massachusetts
$3.81M +$243K +2,700 +6%
P
1023
Pitcairn
Pennsylvania
$3.8M -$182K -2,016 -4%
SAG
1024
Sterne Agee Group
Alabama
$3.8M +$74.5K +826 +2%
DAM
1025
Delta Asset Management
Tennessee
$3.78M +$132K +1,463 +3%

XOM Hedge Fund Activity: Q3 2013 in Review

1,765 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2013, worth a combined $187B — down 6.2% from $200B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XOM positions and 46 closed out — a net gain of 23 holders — while 623 added to existing stakes and 888 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $797M. The largest seller was AllianceBernstein, cutting an estimated $599M.

  • 1,765 institutional investors held ExxonMobil (XOM) as of Q3 2013, up from 1,759 in Q2 2013.
  • Funds reported $187B of ExxonMobil stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 69 funds opened new ExxonMobil positions in Q3 2013 and 46 closed out, a net change of +23 holders.
  • The largest ExxonMobil buyer in Q3 2013 was Berkshire Hathaway, an estimated $797M added.
  • The largest ExxonMobil seller in Q3 2013 was AllianceBernstein, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2013.