We are live on ! Find out more
XOM icon

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
BCM
1101
BTR Capital Management
California
$3.65M -$2.27M -22,824 -37%
PPCM
1102
Pillar Pacific Capital Management
California
$3.64M +$22K +221 +0.6%
PTC
1103
Petrus Trust Company
Texas
$3.63M
FCM
1104
Forester Capital Management
Illinois
$3.62M -$713K -7,160 -16%
MFW
1105
Meristem Family Wealth
Minnesota
$3.61M -$208K -2,091 -5%
MIM
1106
Marco Investment Management
Georgia
$3.6M +$130K +1,303 +4%
GC
1107
Grace Capital
Massachusetts
$3.55M -$386K -3,880 -9%
AT
1108
Acadia Trust
Maine
$3.55M +$246K +2,465 +7%
SA
1109
Strategic Advisors
New York
$3.55M -$7.47K -75 -0.2%
ECM
1110
Exchange Capital Management
Michigan
$3.54M -$58.5K -587 -2%
FCFC
1111
First Commonwealth Financial Corp
Pennsylvania
$3.54M -$30.3K -304 -0.8%
EAM
1112
Evanson Asset Management
California
$3.53M -$14.1K -142 -0.4%
BIC
1113
Beach Investment Counsel
Pennsylvania
$3.52M +$23.2K +233 +0.6%
LCM
1114
Lucas Capital Management
New Jersey
$3.51M +$13.3K +134 +0.4%
Carson Wealth (CWM LLC)
1115
Carson Wealth (CWM LLC)
Nebraska
$3.5M +$1.36M +13,689 +58%
BRM
1116
Boston Research & Management
Massachusetts
$3.5M +$108K +1,080 +3%
BSW
1117
Buckingham Strategic Wealth
Missouri
$3.49M -$81.6K -819 -2%
HC
1118
Hawkins Capital
Texas
$3.48M
BOS
1119
Bingham Osborn & Scarborough
California
$3.47M +$29.1K +292 +0.8%
CS
1120
Cannell & Spears
New York
$3.45M +$17K +171 +0.5%
AI
1121
Atria Investments
North Carolina
$3.41M +$253K +2,544 +8%
WFMPM
1122
Woodley Farra Manion Portfolio Management
Indiana
$3.4M +$20.4K +205 +0.6%
VAS
1123
Valicenti Advisory Services
New York
$3.4M +$549K +5,509 +18%
ACM
1124
Ativo Capital Management
Illinois
$3.4M +$104K +1,047 +3%
HI
1125
Hendershot Investments
Virginia
$3.4M +$178K +1,789 +5%

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.