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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
EAM
1176
EULAV Asset Management
Florida
$3.1M -$2.59M -26,000 -44%
CWM
1177
Concert Wealth Management
California
$3.1M -$38.8K -390 -1%
CM
1178
CoreCommodity Management
Connecticut
$3.1M
SFPIA
1179
Stevens First Principles Investment Advisors
California
$3.1M -$15.2K -153 -0.5%
AA
1180
ALPS Advisors
Colorado
$3.09M -$105K -1,056 -3%
FAG
1181
Financial Advisory Group
Texas
$3.08M +$9.16K +92 +0.3%
MCM
1182
MAI Capital Management
Ohio
$3.05M -$40.5K -407 -1%
SFSG
1183
Stearns Financial Services Group
North Carolina
$3.05M +$34.6K +347 +1%
BPCE
1184
Bank Pictet & Cie (Europe)
Germany
$3.04M +$24.9K +250 +0.8%
NDSI
1185
Newman Dignan & Sheerar Inc
Rhode Island
$3.03M -$32.6K -327 -1%
VIP
1186
Vantage Investment Partners
Missouri
$3.03M +$34K +341 +1%
FA
1187
FDx Advisors
Illinois
$3.03M +$231K +2,315 +8%
GF
1188
Gerstein Fisher
New York
$3.02M -$326K -3,278 -9%
FAM
1189
Formidable Asset Management
Ohio
$3.02M -$6.17K -62 -0.2%
AIM
1190
Arcadia Investment Management
Michigan
$3.02M
CAL
1191
Capital Analysts LLC
Pennsylvania
$3.02M +$162K +1,627 +5%
BCM
1192
Bourgeon Capital Management
Connecticut
$3M -$20.9K -210 -0.7%
FC
1193
FCA Corp
Texas
$3M +$101K +1,014 +3%
AC
1194
Addenda Capital
Quebec, Canada
$2.99M +$132K +1,330 +4%
VIA
1195
Vantage Investment Advisors
Pennsylvania
$2.99M -$27.2K -273 -0.9%
HJGA
1196
Hardman Johnston Global Advisors
Connecticut
$2.98M
PFA
1197
Paradigm Financial Advisors
Missouri
$2.96M +$23.7K +238 +0.8%
FANJ
1198
Financial Architects (New Jersey)
New Jersey
$2.96M +$17K +171 +0.5%
CT
1199
Coastline Trust
Rhode Island
$2.94M -$49.3K -495 -2%
WCM
1200
Wisconsin Capital Management
Wisconsin
$2.94M -$8.07K -81 -0.3%

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.