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ExxonMobil

1,910 hedge funds and large institutions have $224B invested in ExxonMobil in 2013 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 600 increasing their positions, 913 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $187B → $224B (+$36.6B)

15% more funds holding in top 10

Funds holding in top 10: 676777 (+101)

8% more funds holding

Funds holding: 1,7651,910 (+145)

3% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.47B

0.9% more ownership

Funds ownership: 49.63%50.53% (+0.9%)

34% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 913

Holders
1,910
Holders Change
+145
Holders Change %
+8.22%
% of All Funds
55.41%
Holding in Top 10
777
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+14.94%
% of All Funds
22.54%
New
229
Increased
600
Reduced
913
Closed
60
Calls
$3.56B
Puts
$3.47B
Net Calls
+$94.5M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
1026
Girard Partners
Pennsylvania
$4.53M +$4.14M +44,727 New
JIC
1027
Joel Isaacson & Co
New York
$4.49M +$315K +3,411 +8%
ADMI
1028
Albert D. Mason Inc
Massachusetts
$4.49M
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.48M -$17.8K -192 -0.4%
DAC
1030
Dividend Assets Capital
South Carolina
$4.47M -$385K -4,165 -9%
BOC
1031
Barbara Oil Co
Illinois
$4.43M +$4.05M +43,828 New
AHS
1032
Aspiriant Holdings S3
California
$4.43M -$128K -1,383 -3%
PMG
1033
ProVise Management Group
Florida
$4.41M +$255K +2,762 +7%
BTNA
1034
Bremer Trust National Association
Minnesota
$4.39M -$137K -1,480 -3%
PCA
1035
Private Capital Advisors
Connecticut
$4.38M
WRM
1036
Weybosset Research & Management
Rhode Island
$4.38M +$429K +4,635 +12%
CCA
1037
Conestoga Capital Advisors
Pennsylvania
$4.37M
WS
1038
Wedbush Securities
California
$4.37M -$511K -5,532 -11%
QI
1039
Quotient Investors
New York
$4.36M +$1.23M +13,300 +45%
BA
1040
Bridgewater Advisors
New York
$4.35M +$3.97M +42,944 New
NSIM
1041
North Star Investment Management
Illinois
$4.33M +$144K +1,559 +4%
VST
1042
Van Strum & Towne
California
$4.32M +$4.9K +53 +0.1%
PWM
1043
Perigon Wealth Management
California
$4.32M +$3.95M +42,697 New
MAM
1044
Mastrapasqua Asset Management
Tennessee
$4.31M -$7.86K -85 -0.2%
DAM
1045
Delta Asset Management
Tennessee
$4.29M -$148K -1,596 -4%
AT
1046
Arvest Trust
Oklahoma
$4.28M -$27.7K -300 -0.7%
JWA
1047
JFS Wealth Advisors
Pennsylvania
$4.25M -$51.4K -556 -1%
HC
1048
Hawkins Capital
Texas
$4.25M -$740K -8,000 -16%
P
1049
Pitcairn
Pennsylvania
$4.24M -$210K -2,274 -5%
CHC
1050
City Holding Co
West Virginia
$4.24M +$3.88M +41,916 New

XOM Hedge Fund Activity: Q4 2013 in Review

1,910 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2013, worth a combined $224B — up 20% from $187B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new XOM positions and 60 closed out — a net gain of 169 holders — while 600 added to existing stakes and 913 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $884M. The largest seller was Norges Bank, cutting an estimated $312M.

  • 1,910 institutional investors held ExxonMobil (XOM) as of Q4 2013, up from 1,765 in Q3 2013.
  • Funds reported $224B of ExxonMobil stock for Q4 2013, up 20% quarter-over-quarter.
  • 229 funds opened new ExxonMobil positions in Q4 2013 and 60 closed out, a net change of +169 holders.
  • The largest ExxonMobil buyer in Q4 2013 was Capital Research Global Investors, an estimated $884M added.
  • The largest ExxonMobil seller in Q4 2013 was Norges Bank, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2013.