We are live on ! Find out more
XOM icon

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
PPCM
1076
Pillar Pacific Capital Management
California
$3.33M +$145K +1,611 +4%
WRM
1077
Weybosset Research & Management
Rhode Island
$3.32M -$469K -5,200 -12%
PTC
1078
Petrus Trust Company
Texas
$3.32M
TCM
1079
Texan Capital Management
Texas
$3.3M -$79.9K -886 -2%
BSW
1080
Buckingham Strategic Wealth
Missouri
$3.3M +$367K +4,069 +12%
NCM
1081
Narwhal Capital Management
Georgia
$3.3M -$4.51K -50 -0.1%
LA
1082
Lau Associates
Delaware
$3.3M -$198K -2,200 -5%
NIS
1083
National Investment Services
Wisconsin
$3.29M
CIM
1084
CIM Investment Management
Pennsylvania
$3.28M -$126K -1,400 -4%
WCF
1085
West Coast Financial
California
$3.28M -$26.9K -298 -0.8%
AT
1086
Acadia Trust
Maine
$3.27M +$37.9K +420 +1%
DSAM
1087
Dock Street Asset Management
Florida
$3.26M +$20.7K +230 +0.6%
CWM
1088
Concert Wealth Management
California
$3.26M +$297K +3,294 +10%
I
1089
IberiaBank
Louisiana
$3.26M +$1.23M +13,684 +57%
KWMG
1090
King Wealth Management Group
Florida
$3.25M -$14.4K -160 -0.4%
MCM
1091
McRae Capital Management
New Jersey
$3.24M -$2.25K -25 -0.1%
ANRIA
1092
American National Registered Investment Advisor
Texas
$3.24M -$271K -3,005 -7%
SSI
1093
Scott & Selber Inc
Texas
$3.21M +$2.09M +23,162 +163%
RMCM
1094
Reynders McVeigh Capital Management
Massachusetts
$3.19M -$90.1K -999 -3%
AA
1095
ALPS Advisors
Colorado
$3.19M -$330K -3,655 -9%
GF
1096
Goodman Financial
Texas
$3.17M +$27K +300 +0.8%
RHJA
1097
Rice Hall James & Associates
California
$3.17M
BAM
1098
Berkshire Asset Management
Pennsylvania
$3.17M +$400K +4,442 +14%
SAM
1099
Smithbridge Asset Management
Pennsylvania
$3.15M -$90.2K -1,000 -3%
GF
1100
Gerstein Fisher
New York
$3.13M -$343K -3,801 -9%

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.