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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
CCM
1201
Catawba Capital Management
Virginia
$3.07M -$333K -3,599 -11%
RT
1202
Reliance Trust
Georgia
$3.07M -$119K -1,282 -4%
CCM
1203
CrestPoint Capital Management
Missouri
$3.07M +$2.8M +30,310 New
FC
1204
FIC Capital
New York
$3.05M -$50.9K -551 -2%
ARMT
1205
Amica Retiree Medical Trust
Rhode Island
$3.05M +$2.79M +30,122 New
PCMC
1206
Paragon Capital Management (Colorado)
Colorado
$3.04M -$20.6K -223 -0.7%
AC
1207
Alleghany Corporation
New York
$3.04M
MBT
1208
Monroe Bank & Trust
Michigan
$3.03M -$6.01K -65 -0.2%
NCMW
1209
Northern Capital Management (Wisconsin)
Wisconsin
$3.01M +$20.8K +225 +0.8%
SA
1210
Strategic Advisors
New York
$3.01M +$521K +5,640 +23%
CNC
1211
Citizens & Northern Corp
Pennsylvania
$2.99M -$11.3K -122 -0.4%
OCAM
1212
Onex Canada Asset Management
Ontario, Canada
$2.99M +$10.7K +116 +0.4%
BCM
1213
Bourgeon Capital Management
Connecticut
$2.99M +$25K +270 +0.9%
BT
1214
Bankers Trust
Iowa
$2.96M -$43.5K -470 -2%
PC
1215
Peavine Capital
Nevada
$2.95M +$2.69M +29,126 New
TCB
1216
Texas Capital Bancshares
Texas
$2.95M -$46.2K -500 -2%
AIM
1217
Arcadia Investment Management
Michigan
$2.94M -$32.4K -350 -1%
AI
1218
Atria Investments
North Carolina
$2.94M -$1.92M -20,796 -42%
AAM
1219
Augustine Asset Management
Florida
$2.94M -$426K -4,605 -14%
1IA
1220
1834 Investment Advisors
Wisconsin
$2.92M +$176K +1,907 +7%
SFM
1221
Signature Financial Management
Virginia
$2.92M +$82.7K +894 +3%
JRP
1222
Jasper Ridge Partners
California
$2.91M
FWP
1223
FAS Wealth Partners
Kansas
$2.91M +$2.66M +28,745 New
LGC
1224
Laurel Grove Capital
California
$2.91M -$166K -1,799 -6%
HCM
1225
Hollencrest Capital Management
California
$2.91M +$2.66M +28,717 New

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.