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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
BMM
1051
Buffington Mohr McNeal
Idaho
$4.02M -$293K -2,940 -6%
JIC
1052
Joel Isaacson & Co
New York
$4.01M -$51.3K -515 -1%
B
1053
Bailard
California
$4.01M +$585K +5,877 +16%
NMIFOAC
1054
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.01M
VKH
1055
Virtu KCG Holdings
New York
$4M -$2.65M -26,625 -38%
AWS
1056
Aris Wealth Services
Pennsylvania
$4M -$78.7K -790 -2%
WRM
1057
Westport Resources Management
Connecticut
$3.99M -$128K -1,289 -3%
WRM
1058
Weybosset Research & Management
Rhode Island
$3.96M -$52.2K -524 -1%
DAC
1059
Dividend Assets Capital
South Carolina
$3.94M +$61.2K +614 +1%
P
1060
Pitcairn
Pennsylvania
$3.93M +$335K +3,359 +9%
I
1061
IberiaBank
Louisiana
$3.92M +$323K +3,246 +8%
Fuller & Thaler Asset Management
1062
Fuller & Thaler Asset Management
California
$3.9M +$558K +5,600 +16%
FPA
1063
Fieldpoint Private Advisors
New York
$3.9M -$40.8K -410 -1%
AW
1064
ACG Wealth
Georgia
$3.89M -$1.67M -16,718 -29%
BIM
1065
Bridges Investment Management
Nebraska
$3.88M +$836K +8,394 +26%
AB
1066
Atlas Brown
Kentucky
$3.87M -$135K -1,354 -3%
ABTD
1067
Arvest Bank Trust Division
Oklahoma
$3.87M +$4.09M +41,098 New
DR
1068
Davis Rea
Ontario, Canada
$3.85M -$9.96K -100 -0.2%
CCP
1069
Clough Capital Partners
Massachusetts
$3.84M +$518K +5,200 +15%
CPIM
1070
Columbia Partners Investment Management
Virginia
$3.82M -$1.02M -10,239 -20%
AF
1071
Aldebaran Financial
$3.82M -$102K -1,025 -2%
NSIM
1072
North Star Investment Management
Illinois
$3.81M -$13.8K -139 -0.3%
AFG
1073
Albion Financial Group
Utah
$3.8M -$35.2K -353 -0.9%
FSA
1074
Financial Sense Advisors
California
$3.79M -$319K -3,198 -7%
NFC
1075
Northeast Financial Consultants
Connecticut
$3.79M

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.