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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
FAAM
1076
First Allied Asset Management
California
$3.78M +$774K +7,770 +24%
CSS
1077
Cubist Systematic Strategies
Connecticut
$3.78M -$8.42M -84,585 -68%
BCM
1078
Boltwood Capital Management
California
$3.76M -$556K -5,578 -12%
CVSCT
1079
C.V. Starr & Co Trust
New York
$3.76M
UFG
1080
United Fire Group
Iowa
$3.76M
DAM
1081
Delta Asset Management
Tennessee
$3.75M -$116K -1,160 -3%
PHIMC
1082
Private Harbour Investment Management & Counsel
Ohio
$3.75M +$50.6K +508 +1%
DDPIC
1083
Deroy & Devereaux Private Investment Counsel
Michigan
$3.73M -$66.2K -665 -2%
HI
1084
Hudock Inc
Pennsylvania
$3.72M +$52K +522 +1%
MTC
1085
McDaniel Terry & Co
Texas
$3.72M -$10.6K -106 -0.3%
CHC
1086
City Holding Co
West Virginia
$3.72M +$131K +1,314 +3%
ADMI
1087
Albert D. Mason Inc
Massachusetts
$3.71M -$573K -5,750 -13%
LPT
1088
Legacy Private Trust
Wisconsin
$3.71M -$356K -3,573 -8%
WS
1089
Wedbush Securities
California
$3.71M +$697 +7 +0%
ST
1090
Somerset Trust
Pennsylvania
$3.71M -$11.7K -117 -0.3%
FLPIM
1091
F.L. Putnam Investment Management
Massachusetts
$3.7M +$21.1K +212 +0.5%
WCF
1092
West Coast Financial
California
$3.7M +$89.7K +901 +2%
GIM
1093
Grassi Investment Management
California
$3.7M
TNB
1094
Thomasville National Bank
Georgia
$3.7M +$205K +2,062 +6%
BWAM
1095
Boyd Watterson Asset Management
Ohio
$3.69M -$1.48M -14,908 -28%
CEI
1096
Clark Estates Inc
New York
$3.68M +$24.9K +250 +0.6%
TCM
1097
Texan Capital Management
Texas
$3.68M +$403K +4,050 +12%
JWA
1098
JFS Wealth Advisors
Pennsylvania
$3.67M -$225K -2,261 -5%
Capstone Investment Advisors
1099
Capstone Investment Advisors
New York
$3.67M +$3.88M +38,979 New
GIP
1100
Granite Investment Partners
California
$3.66M -$29.9K -300 -0.8%

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.