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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
CP
1151
Coho Partners
Pennsylvania
$3.44M -$159K -1,718 -5%
AssetMark Inc
1152
AssetMark Inc
California
$3.44M -$160K -1,735 -5%
TIC
1153
Trees Investment Counsel
Illinois
$3.44M -$9.25K -100 -0.3%
Fuller & Thaler Asset Management
1154
Fuller & Thaler Asset Management
California
$3.44M +$185K +2,000 +6%
HJA
1155
Hugh Johnson Advisors
New York
$3.43M -$22.7K -246 -0.7%
WWM
1156
Willingdon Wealth Management
North Carolina
$3.43M +$3.13M +33,872 New
BAM
1157
Brave Asset Management
New Jersey
$3.43M +$3.13M +33,851 New
BRWA
1158
B. Riley Wealth Advisors
Florida
$3.42M -$44.7K -483 -1%
AA
1159
ALPS Advisors
Colorado
$3.41M -$370 -4 -0%
TWM
1160
Torch Wealth Management
Ohio
$3.41M +$3.11M +33,660 New
KWMG
1161
King Wealth Management Group
Florida
$3.38M -$401K -4,340 -11%
IB
1162
Intrust Bank
Kansas
$3.38M +$92.9K +1,005 +3%
SFPIA
1163
Stevens First Principles Investment Advisors
California
$3.37M -$49.5K -535 -2%
CT
1164
Coastline Trust
Rhode Island
$3.37M +$25.9K +280 +0.8%
AAM
1165
Auxier Asset Management
Oregon
$3.35M -$37K -400 -1%
EFSCE
1166
Enterprise Financial Services Corp (EFSC)
Missouri
$3.35M +$159K +1,722 +5%
PIP
1167
Palisades Investment Partners
California
$3.31M -$111K -1,200 -4%
ACM
1168
Alpha Capital Management
Texas
$3.31M -$154K -1,663 -5%
HDIM
1169
Hanson & Doremus Investment Management
Vermont
$3.3M -$11K -119 -0.4%
CASB
1170
Cape Ann Savings Bank
Massachusetts
$3.29M -$59.3K -641 -2%
SFSG
1171
Stearns Financial Services Group
North Carolina
$3.27M -$45K -487 -1%
TNB
1172
Thomasville National Bank
Georgia
$3.27M +$381K +4,125 +15%
HC
1173
Hourglass Capital
Texas
$3.25M -$20.8K -225 -0.7%
BSWMG
1174
Barrington Strategic Wealth Management Group
Illinois
$3.24M +$204K +2,210 +7%
FMP
1175
Financial Management Professionals
Texas
$3.24M -$111K -1,196 -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.