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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
HI
1076
Hudock Inc
Pennsylvania
$4M +$6.2K +67 +0.2%
MGIA
1077
Moneta Group Investment Advisors
Missouri
$3.99M -$4.44K -48 -0.1%
ST
1078
Somerset Trust
Pennsylvania
$3.99M +$3.65M +39,450 New
WFMPM
1079
Woodley Farra Manion Portfolio Management
Indiana
$3.99M +$15.1K +163 +0.4%
MIC
1080
MU Investments Company
Japan
$3.98M -$7.4K -80 -0.2%
MTC
1081
McDaniel Terry & Co
Texas
$3.98M -$25K -270 -0.7%
BOS
1082
Bingham Osborn & Scarborough
California
$3.97M -$78.9K -853 -2%
AMIM
1083
Aull & Monroe Investment Management
Alabama
$3.96M +$258K +2,790 +8%
BSW
1084
Buckingham Strategic Wealth
Missouri
$3.94M +$55.7K +602 +2%
LS
1085
Livforsakringsbolaget Skandia
Sweden
$3.93M +$906K +9,800 +34%
EA
1086
Emerald Advisers
Pennsylvania
$3.93M -$72.5K -784 -2%
IH
1087
IFC Holdings
Florida
$3.91M -$70.7K -765 -2%
CIM
1088
Calvert Investment Management
Maryland
$3.91M -$5.1M -55,200 -59%
CIM
1089
CIM Investment Management
Pennsylvania
$3.9M +$46.7K +505 +1%
PTC
1090
Petrus Trust Company
Texas
$3.9M
FCFC
1091
First Commonwealth Financial Corp
Pennsylvania
$3.9M -$84.2K -911 -2%
AB
1092
Atlas Brown
Kentucky
$3.89M -$163K -1,759 -4%
CCA
1093
Cobblestone Capital Advisors
New York
$3.88M -$82.7K -894 -2%
NIS
1094
National Investment Services
Wisconsin
$3.88M
SIC
1095
Sigma Investment Counselors
Michigan
$3.86M -$124K -1,338 -3%
WCF
1096
West Coast Financial
California
$3.86M +$58.3K +630 +2%
LCM
1097
Lucas Capital Management
New Jersey
$3.84M -$1.7M -18,422 -33%
PPCM
1098
Pillar Pacific Capital Management
California
$3.83M -$77.9K -842 -2%
SC
1099
Savant Capital
Illinois
$3.83M -$136K -1,470 -4%
PWM
1100
ParenteBeard Wealth Management
Pennsylvania
$3.82M +$842K +9,108 +32%

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.