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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
VNA
1001
VNBTrust National Association
Virginia
$4.62M -$135K -1,356 -3%
WA
1002
WBH Advisory
Maryland
$4.59M -$27.4K -275 -0.6%
AMIM
1003
Aull & Monroe Investment Management
Alabama
$4.52M -$53.5K -537 -1%
AIC
1004
Argus Investors Counsel
New York
$4.52M +$140K +1,406 +3%
BFIC
1005
Bedell Frazier Investment Counselling
California
$4.5M +$71.5K +718 +2%
CCM
1006
Channing Capital Management
Illinois
$4.5M
BCM
1007
Birmingham Capital Management
Alabama
$4.49M -$37.3K -375 -0.8%
RWM
1008
Rench Wealth Management
Texas
$4.48M -$235K -2,364 -5%
SCA
1009
Stillwater Capital Advisors
Pennsylvania
$4.48M -$1.72M -17,251 -27%
WSIB
1010
Washington State Investment Board
Washington
$4.44M
FNBOMD
1011
First National Bank of Mount Dora
Florida
$4.43M +$75.9K +762 +2%
ECM
1012
Evergreen Capital Management
Washington
$4.42M +$103K +1,032 +2%
ACM
1013
Ashford Capital Management
Delaware
$4.39M
BAM
1014
Berkshire Asset Management
Pennsylvania
$4.38M +$461K +4,627 +11%
GA
1015
GFS Advisors
Texas
$4.36M -$2.39M -24,000 -34%
AB
1016
AT Bancorp
Iowa
$4.36M -$178K -1,791 -4%
CAM
1017
Columbia Asset Management
Michigan
$4.36M +$15.5K +156 +0.3%
PGIM
1018
Pacific Global Investment Management
California
$4.33M -$319K -3,199 -7%
ANBTV
1019
American National Bank & Trust (Virginia)
Virginia
$4.31M -$214K -2,144 -4%
OA
1020
Outfitter Advisors
Virginia
$4.3M -$21.1K -212 -0.5%
FBC
1021
Fairfield, Bush & Co
Connecticut
$4.29M -$213K -2,138 -4%
FAB
1022
First American Bank
Illinois
$4.28M -$72.7K -730 -2%
ITIM
1023
Indiana Trust & Investment Management
Indiana
$4.26M -$10.5K -105 -0.2%
ERIM
1024
Eagle Ridge Investment Management
Connecticut
$4.25M -$119K -1,190 -3%
GP
1025
Girard Partners
Pennsylvania
$4.25M +$174K +1,749 +4%

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.