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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
BHCM
1126
Brevan Howard Capital Management
Jersey
$2.94M +$3.08M +34,143 New
TIC
1127
Trees Investment Counsel
Illinois
$2.93M
MCWS
1128
McKinley Carter Wealth Services
West Virginia
$2.93M +$740K +8,206 +32%
SSWM
1129
Smith Salley Wealth Management
North Carolina
$2.93M +$1.73M +19,185 +129%
PIP
1130
Palisades Investment Partners
California
$2.93M
CCM
1131
Catawba Capital Management
Virginia
$2.92M +$19.8K +220 +0.7%
KIG
1132
Kovitz Investment Group
Illinois
$2.92M -$85.6K -950 -3%
VV
1133
Verity & Verity
South Carolina
$2.92M +$100K +1,110 +3%
SAM
1134
Shamrock Asset Management
Texas
$2.91M -$51.5K -571 -2%
SFPIA
1135
Stevens First Principles Investment Advisors
California
$2.91M -$9.47K -105 -0.3%
AAM
1136
Augustine Asset Management
Florida
$2.9M +$60.9K +675 +2%
MA
1137
Marshwinds Advisory
Georgia
$2.89M +$4.6K +51 +0.2%
ROTUOC
1138
Regents of the University of California
California
$2.89M
AAM
1139
Auxier Asset Management
Oregon
$2.88M -$92K -1,020 -3%
GCM
1140
Garland Capital Management
Washington
$2.88M -$27K -300 -0.9%
WCM
1141
Wisconsin Capital Management
Wisconsin
$2.87M -$1.38M -15,281 -31%
FMP
1142
Financial Management Professionals
Texas
$2.85M +$2.98K +33 +0.1%
RC
1143
Riversville Capital
Connecticut
$2.85M
CASB
1144
Cape Ann Savings Bank
Massachusetts
$2.85M -$310K -3,433 -9%
DCM
1145
Donaldson Capital Management
Indiana
$2.85M -$156K -1,733 -5%
CPIM
1146
Columbia Partners Investment Management
Virginia
$2.84M -$707K -7,839 -19%
CT
1147
Coastline Trust
Rhode Island
$2.84M -$5.86K -65 -0.2%
BFA
1148
Beaumont Financial Advisors
Massachusetts
$2.83M +$3.34K +37 +0.1%
SFSG
1149
Stearns Financial Services Group
North Carolina
$2.82M -$87.9K -975 -3%
AHB
1150
Abner Herrman & Brock
New Jersey
$2.81M -$1.57M -17,425 -35%

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.