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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
ECM
1126
Exchange Capital Management
Michigan
$3.62M -$11.5K -124 -0.3%
RAM
1127
Redmond Asset Management
Virginia
$3.62M +$139K +1,500 +4%
KIG
1128
Kovitz Investment Group
Illinois
$3.61M +$164K +1,771 +5%
CCP
1129
Clough Capital Partners
Massachusetts
$3.6M +$1.59M +17,200 +93%
GIS
1130
Guardian Investor Services
New York
$3.57M -$32.1K -347 -1%
BCMO
1131
Buckingham Capital Management (Ohio)
Ohio
$3.55M +$5.27K +57 +0.2%
BRCM
1132
Bright Rock Capital Management
Massachusetts
$3.54M +$3.24M +35,000 New
CAM
1133
Chesapeake Asset Management
New York
$3.54M -$45.2K -489 -1%
BPCE
1134
Bank Pictet & Cie (Europe)
Germany
$3.54M +$3.23M +34,946 New
HR
1135
Howe & Rusling
New York
$3.54M +$855K +9,252 +36%
ITIM
1136
Indiana Trust & Investment Management
Indiana
$3.53M -$61.8K -668 -2%
I
1137
IberiaBank
Louisiana
$3.52M -$288K -3,118 -8%
SCA
1138
Stonebridge Capital Advisors
Minnesota
$3.51M +$3.21M +34,673 New
FANJ
1139
Financial Architects (New Jersey)
New Jersey
$3.51M +$1.49M +16,152 +87%
AA
1140
Ancora Advisors
Ohio
$3.5M +$226K +2,443 +8%
ICOA
1141
Investment Centers of America
North Dakota
$3.49M -$1.94M -21,014 -34%
GA
1142
GFS Advisors
Texas
$3.49M +$555K +6,000 +21%
SSWM
1143
Smith Salley Wealth Management
North Carolina
$3.48M +$32.8K +355 +1%
BFA
1144
Beaumont Financial Advisors
Massachusetts
$3.48M +$139K +1,498 +5%
GCM
1145
Garland Capital Management
Washington
$3.48M +$86.9K +940 +3%
FIM
1146
Fernwood Investment Management
Massachusetts
$3.47M +$3.17M +34,322 New
RH
1147
Rayner & Haynor
California
$3.46M +$3.16M +34,222 New
MA
1148
Marshwinds Advisory
Georgia
$3.46M +$50.9K +550 +2%
CWM
1149
Concert Wealth Management
California
$3.45M -$319K -3,450 -9%
DCM
1150
Donaldson Capital Management
Indiana
$3.45M +$90.2K +975 +3%

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.