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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
EAM
1101
Evanson Asset Management
California
$3.82M +$3.49M +37,716 New
SSI
1102
Scott & Selber Inc
Texas
$3.79M +$6.66K +72 +0.2%
MCM
1103
McRae Capital Management
New Jersey
$3.79M -$26.4K -285 -0.8%
FAG
1104
Financial Advisory Group
Texas
$3.78M +$187K +2,027 +6%
DSAM
1105
Dock Street Asset Management
Florida
$3.77M -$67K -725 -2%
RMCM
1106
Reynders McVeigh Capital Management
Massachusetts
$3.76M +$6.93K +75 +0.2%
ANRIA
1107
American National Registered Investment Advisor
Texas
$3.76M -$45.8K -495 -1%
PCM
1108
Palisade Capital Management
New Jersey
$3.74M +$158K +1,713 +5%
AT
1109
Acadia Trust
Maine
$3.73M -$102K -1,103 -3%
CAI
1110
Capital Advisors Inc
Oklahoma
$3.73M +$233K +2,525 +7%
RHJA
1111
Rice Hall James & Associates
California
$3.73M
GF
1112
Goodman Financial
Texas
$3.73M -$4.62K -50 -0.1%
CS
1113
Cannell & Spears
New York
$3.7M +$69.3K +750 +2%
PAM
1114
Peninsula Asset Management
Florida
$3.68M +$138K +1,496 +4%
LCP
1115
Legacy Capital Partners
Wisconsin
$3.68M -$226K -2,447 -6%
CP
1116
Camelot Portfolios
Ohio
$3.68M +$1.88M +20,320 +127%
TCM
1117
Texan Capital Management
Texas
$3.67M -$190K -2,050 -5%
EM
1118
Excalibur Management
Massachusetts
$3.67M -$462 -5 -0%
LA
1119
Lau Associates
Delaware
$3.66M -$197K -2,131 -6%
BRM
1120
Boston Research & Management
Massachusetts
$3.64M +$107K +1,161 +3%
LPT
1121
Legacy Private Trust
Wisconsin
$3.64M -$416K -4,503 -11%
SAM
1122
Smithbridge Asset Management
Pennsylvania
$3.63M -$69.3K -750 -2%
FFA
1123
First Foundation Advisors
California
$3.62M -$2.96M -32,046 -47%
VIMU
1124
Veritas Investment Management (UK)
United Kingdom
$3.62M
HI
1125
Hendershot Investments
Virginia
$3.62M +$14.2K +154 +0.4%

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.