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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
GIM
1026
Grassi Investment Management
California
$3.75M +$22.5K +250 +0.6%
PCA
1027
Private Capital Advisors
Connecticut
$3.72M
AW
1028
ACG Wealth
Georgia
$3.72M -$355K -3,943 -8%
CCA
1029
Conestoga Capital Advisors
Pennsylvania
$3.71M -$77.5K -860 -2%
LM
1030
Lincluden Management
Ontario, Canada
$3.7M -$374K -4,150 -9%
NC
1031
Northpointe Capital
Michigan
$3.69M +$2.01M +22,341 +108%
VST
1032
Van Strum & Towne
California
$3.67M -$110K -1,220 -3%
MAM
1033
Mastrapasqua Asset Management
Tennessee
$3.67M -$108K -1,200 -3%
JWA
1034
JFS Wealth Advisors
Pennsylvania
$3.67M +$191K +2,117 +5%
AT
1035
Arvest Trust
Oklahoma
$3.66M -$310K -3,434 -7%
BIC
1036
Beach Investment Counsel
Pennsylvania
$3.6M
BCM
1037
Boltwood Capital Management
California
$3.58M +$27K +300 +0.7%
FMWA
1038
Forvis Mazars Wealth Advisors
Missouri
$3.58M +$588K +6,525 +19%
DR
1039
Davis Rea
Ontario, Canada
$3.57M +$129K +1,430 +4%
DLCIG
1040
D.L. Carlson Investment Group
New Hampshire
$3.56M -$92K -1,021 -2%
PHIMC
1041
Private Harbour Investment Management & Counsel
Ohio
$3.55M -$422K -4,677 -10%
NSIM
1042
North Star Investment Management
Illinois
$3.55M -$200K -2,215 -5%
AFG
1043
Albion Financial Group
Utah
$3.54M -$72.7K -806 -2%
LBC
1044
Lawrence B. Cohen
$3.53M -$432K -4,795 -10%
JIC
1045
Joel Isaacson & Co
New York
$3.52M +$151K +1,672 +4%
ECM
1046
Endex Capital Management
Kansas
$3.51M
PMG
1047
ProVise Management Group
Florida
$3.51M +$112K +1,241 +3%
GIP
1048
Granite Investment Partners
California
$3.51M -$199K -2,210 -5%
WC
1049
Whitney & Co
New York
$3.5M +$11.3K +125 +0.3%
MIM
1050
Montgomery Investment Management
Maryland
$3.49M

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.