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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
S
1151
SignatureFD
Georgia
$3.26M +$304K +3,052 +10%
VV
1152
Verity & Verity
South Carolina
$3.26M +$33.9K +340 +1%
MWP
1153
MYCIO Wealth Partners
Pennsylvania
$3.25M +$145K +1,451 +4%
SCA
1154
Sippican Capital Advisors
Massachusetts
$3.24M +$3.43M +34,479 New
GCM
1155
Garland Capital Management
Washington
$3.24M -$59.8K -600 -2%
NBC
1156
Neuberger Berman Canada
Ontario, Canada
$3.22M +$1.67M +16,734 +96%
BCMO
1157
Buckingham Capital Management (Ohio)
Ohio
$3.21M +$14.8K +149 +0.4%
SWA
1158
SFMG Wealth Advisors
Texas
$3.21M +$133K +1,336 +4%
GAAM
1159
Guinness Atkinson Asset Management
California
$3.21M +$249K +2,500 +8%
PAM
1160
Peninsula Asset Management
Florida
$3.2M -$32.2K -323 -0.9%
AIM
1161
Acropolis Investment Management
Missouri
$3.19M +$288K +2,890 +9%
VIMU
1162
Veritas Investment Management (UK)
United Kingdom
$3.18M -$195K -1,960 -5%
RAM
1163
Redmond Asset Management
Virginia
$3.18M -$54.8K -550 -2%
MCM
1164
Manchester Capital Management
Vermont
$3.17M -$2.06M -20,713 -38%
BAM
1165
Brave Asset Management
New Jersey
$3.17M -$14.9K -150 -0.4%
CCA
1166
Cobblestone Capital Advisors
New York
$3.17M -$237K -2,375 -7%
ROTUOC
1167
Regents of the University of California
California
$3.16M
LA
1168
Lau Associates
Delaware
$3.15M -$49.8K -500 -1%
MGIA
1169
Moneta Group Investment Advisors
Missouri
$3.15M -$322K -3,232 -9%
TWM
1170
Torch Wealth Management
Ohio
$3.15M -$24.9K -250 -0.7%
CP
1171
Coho Partners
Pennsylvania
$3.14M -$12.3K -123 -0.4%
CFMC
1172
Curbstone Financial Management Corp
New Hampshire
$3.12M -$95K -954 -3%
AAM
1173
Auxier Asset Management
Oregon
$3.12M
RH
1174
Rayner & Haynor
California
$3.11M -$23.2K -233 -0.7%
HR
1175
Howe & Rusling
New York
$3.11M +$46.8K +470 +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.