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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
FPCG
1026
Fort Pitt Capital Group
Pennsylvania
$4.24M +$4.49M +45,034 +97,900%
BMC
1027
Benin Management Corp
Connecticut
$4.24M -$1.1K -11 -0%
IAS
1028
IMA Advisory Services
Colorado
$4.24M -$8.96K -90 -0.2%
MIS
1029
Morningstar Investment Services
Illinois
$4.24M +$2.37M +23,777 +112%
WWM
1030
Willingdon Wealth Management
North Carolina
$4.22M +$1.04M +10,422 +30%
WC
1031
Whitnell & Co
Illinois
$4.22M +$30.2K +303 +0.7%
HBT
1032
Hills Bank & Trust
Iowa
$4.2M +$199K +1,996 +5%
WIC
1033
Willis Investment Counsel
Georgia
$4.2M +$4.44M +44,600 New
IH
1034
IFC Holdings
Florida
$4.19M +$103K +1,038 +2%
MSS
1035
Mitchell Sinkler & Starr
Pennsylvania
$4.18M -$198K -1,988 -4%
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.17M -$58.6K -588 -1%
CIA
1037
Covington Investment Advisors
Pennsylvania
$4.13M +$9.46K +95 +0.2%
BOC
1038
Barbara Oil Co
Illinois
$4.12M
WC
1039
Whitney & Co
New York
$4.1M -$52.9K -531 -1%
WSC
1040
Wellington Shields & Co
New York
$4.1M -$392K -3,934 -8%
KS
1041
Karpas Strategies
Connecticut
$4.09M +$31.6K +317 +0.7%
AP
1042
Atwood & Palmer
Missouri
$4.09M -$876K -8,798 -17%
VHAM
1043
Van Hulzen Asset Management
California
$4.08M -$36.6K -367 -0.8%
ATC
1044
Adirondack Trust Company
New York
$4.08M +$531K +5,330 +14%
AP
1045
Advisor Partners
California
$4.07M -$93.7K -941 -2%
VST
1046
Van Strum & Towne
California
$4.07M +$158K +1,591 +4%
PCA
1047
Private Capital Advisors
Connecticut
$4.07M
ST
1048
Semper Trust
Pennsylvania
$4.06M -$375K -3,768 -8%
NCM
1049
Narwhal Capital Management
Georgia
$4.04M +$94.6K +950 +2%
SC
1050
Savant Capital
Illinois
$4.02M +$297K +2,981 +7%

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.