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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
CC
1176
Columbia Capital
California
$3.23M +$852K +9,212 +41%
MWP
1177
MYCIO Wealth Partners
Pennsylvania
$3.22M +$11.2K +121 +0.4%
HJGA
1178
Hardman Johnston Global Advisors
Connecticut
$3.21M
HFM
1179
Hartford Financial Management
Connecticut
$3.2M -$30.1K -325 -1%
IPRC
1180
Indices-Pac Research Corporation
New Jersey
$3.2M -$1.61M -17,405 -36%
NMIFOAC
1181
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.2M
FMT
1182
First Mercantile Trust
Tennessee
$3.19M +$393K +4,250 +16%
NFG
1183
NewFocus Financial Group
Washington
$3.19M +$2.92M +31,531 New
WCM
1184
Wisconsin Capital Management
Wisconsin
$3.18M -$182K -1,970 -6%
HPBT
1185
High Point Bank & Trust
North Carolina
$3.18M
VV
1186
Verity & Verity
South Carolina
$3.18M -$230K -2,490 -7%
SCM
1187
Stellar Capital Management
Arizona
$3.18M +$2.9M +31,391 New
TCM
1188
Tradition Capital Management
New Jersey
$3.17M -$2.02M -21,799 -41%
PAI
1189
Pittenger & Anderson Inc
Nebraska
$3.17M +$393K +4,246 +16%
PAIM
1190
Punch & Associates Investment Management
Minnesota
$3.17M -$39.7K -429 -1%
JVBC
1191
J.V. Bruni & Co
Colorado
$3.17M +$46.2K +500 +2%
FC
1192
FCA Corp
Texas
$3.14M -$80.4K -870 -3%
ACA
1193
Anchor Capital Advisors
Massachusetts
$3.14M -$27.6K -299 -1%
PFA
1194
Paradigm Financial Advisors
Missouri
$3.13M +$2.86M +30,961 New
ATC
1195
Adirondack Trust Company
New York
$3.13M +$2.77K +30 +0.1%
MCWS
1196
McKinley Carter Wealth Services
West Virginia
$3.1M -$315K -3,402 -10%
CIA
1197
CCM Investment Advisers
South Carolina
$3.1M -$2.9M -31,415 -51%
KIA
1198
King Investment Advisors
Texas
$3.08M -$49K -530 -2%
ABP
1199
Arthur B. Page
$3.08M +$2.81M +30,431 New
TCCM
1200
Timber Creek Capital Management
Massachusetts
$3.08M +$23.1K +250 +0.8%

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.