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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
SLG
1126
Stanley-Laman Group
Pennsylvania
$3.39M -$71.3K -716 -2%
BRCM
1127
Bright Rock Capital Management
Massachusetts
$3.39M +$99.6K +1,000 +3%
LBC
1128
Lawrence B. Cohen
$3.36M -$84.2K -845 -2%
ANRIA
1129
American National Registered Investment Advisor
Texas
$3.36M -$44K -442 -1%
CG
1130
Colony Group
Massachusetts
$3.36M +$1.7M +17,026 +91%
IB
1131
Intrust Bank
Kansas
$3.35M +$540K +5,425 +18%
HJA
1132
Hugh Johnson Advisors
New York
$3.35M +$137K +1,378 +4%
RHJA
1133
Rice Hall James & Associates
California
$3.34M -$110K -1,100 -3%
SIC
1134
Sigma Investment Counselors
Michigan
$3.34M +$23.3K +234 +0.7%
AA
1135
Ancora Advisors
Ohio
$3.33M +$139K +1,396 +4%
CP
1136
Camelot Portfolios
Ohio
$3.33M -$70.1K -704 -2%
MCM
1137
McRae Capital Management
New Jersey
$3.32M -$161K -1,620 -4%
HHC
1138
Hutchin Hill Capital
New York
$3.32M +$2.27M +22,800 +182%
EM
1139
Excalibur Management
Massachusetts
$3.31M -$11K -110 -0.3%
RMCM
1140
Reynders McVeigh Capital Management
Massachusetts
$3.31M -$401K -4,025 -10%
BRWA
1141
B. Riley Wealth Advisors
Florida
$3.31M -$3.89M -39,035 -53%
MA
1142
Marshwinds Advisory
Georgia
$3.31M +$12.1K +121 +0.3%
CIM
1143
CIM Investment Management
Pennsylvania
$3.29M -$165K -1,657 -5%
FMP
1144
Financial Management Professionals
Texas
$3.29M +$259K +2,600 +8%
MP
1145
Manifold Partners
California
$3.29M +$3.48M +34,941 New
SAM
1146
Smithbridge Asset Management
Pennsylvania
$3.28M -$30K -301 -0.9%
SCA
1147
Stonebridge Capital Advisors
Minnesota
$3.28M +$91.5K +919 +3%
CAM
1148
Chesapeake Asset Management
New York
$3.27M +$14.9K +150 +0.4%
Twin Tree Management
1149
Twin Tree Management
Texas
$3.27M +$3.43M +34,393 +8,492%
KIG
1150
Kovitz Investment Group
Illinois
$3.27M -$2.49K -25 -0.1%

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.