We are live on ! Find out more
XOM icon

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
TIC
1201
Trees Investment Counsel
Illinois
$2.93M
RHFI
1202
Reilly Herbert Faulkner III
$2.93M -$11.1K -111 -0.4%
HPBT
1203
High Point Bank & Trust
North Carolina
$2.93M -$22.1K -222 -0.7%
PAIM
1204
Punch & Associates Investment Management
Minnesota
$2.92M -$13.6K -137 -0.4%
OCM
1205
Olstein Capital Management
New York
$2.92M
HCM
1206
Hollencrest Capital Management
California
$2.92M +$304K +3,050 +11%
TCCM
1207
Timber Creek Capital Management
Massachusetts
$2.91M -$77.2K -775 -2%
SCP
1208
Syntal Capital Partners
Texas
$2.91M +$398 +4 +0%
MFIMFI
1209
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.91M -$106K -1,061 -3%
SFS
1210
Strategic Financial Services
New York
$2.89M +$128K +1,285 +4%
FMWA
1211
Forvis Mazars Wealth Advisors
Missouri
$2.88M -$22K -221 -0.7%
SIA
1212
SeaBridge Investment Advisors
New Jersey
$2.87M -$684K -6,870 -18%
PWP
1213
Private Wealth Partners
California
$2.86M -$359K -3,600 -11%
ABP
1214
Arthur B. Page
$2.85M -$34.9K -350 -1%
JVBC
1215
J.V. Bruni & Co
Colorado
$2.85M -$996 -10 -0%
CCM
1216
CrestPoint Capital Management
Missouri
$2.85M -$2.99K -30 -0.1%
CCM
1217
Catawba Capital Management
Virginia
$2.85M +$20.8K +209 +0.7%
GIS
1218
Guardian Investor Services
New York
$2.85M -$188K -1,892 -6%
ARMT
1219
Amica Retiree Medical Trust
Rhode Island
$2.83M
AC
1220
Alleghany Corporation
New York
$2.82M
PCMC
1221
Paragon Capital Management (Colorado)
Colorado
$2.81M -$19.9K -200 -0.7%
LCP
1222
Legacy Capital Partners
Wisconsin
$2.8M -$8.96K -90 -0.3%
PWM
1223
ParenteBeard Wealth Management
Pennsylvania
$2.78M +$165K +1,661 +6%
GF
1224
Goodman Financial
Texas
$2.78M -$327K -3,280 -10%
OCAM
1225
Onex Canada Asset Management
Ontario, Canada
$2.78M

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.