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
GIA
101
Gateway Investment Advisers
Ohio
$283M -$10.7M -106,948 -3%
KeyBank National Association
102
KeyBank National Association
Ohio
$279M -$17.6M -176,383 -6%
Comerica Bank
103
Comerica Bank
Texas
$278M -$6.98M -70,123 -2%
Brown Advisory
104
Brown Advisory
Maryland
$274M +$15.2M +152,140 +6%
GE
105
General Electric
Ohio
$262M -$3.37M -33,840 -1%
AQR Capital Management
106
AQR Capital Management
Connecticut
$254M -$5.04M -50,592 -2%
CA
107
Commerzbank Aktiengesellschaft
Germany
$253M +$113M +1,132,035 +73%
Lazard Asset Management
108
Lazard Asset Management
New York
$251M -$24.7M -247,754 -8%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$247M +$2.32M +23,245 +0.9%
GT
110
Glenmede Trust
Pennsylvania
$243M -$6.48M -65,108 -2%
SAM
111
Silvercrest Asset Management
New York
$243M -$547K -5,495 -0.2%
Nordea Investment Management
112
Nordea Investment Management
Sweden
$241M -$332K -3,333 -0.1%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$231M -$5.51M -55,360 -2%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$230M -$5.15M -51,663 -2%
Credit Agricole
115
Credit Agricole
France
$229M -$1.4M -14,033 -0.6%
CBOA
116
Commonwealth Bank of Australia
Australia
$227M -$17.7M -178,083 -7%
H
117
Hexavest
Quebec, Canada
$221M +$440K +4,414 +0.2%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$209M -$11.5M -114,965 -5%
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$209M -$2.32M -23,283 -1%
RFC
120
Regions Financial Corp
Alabama
$203M +$566K +5,683 +0.3%
AIG
121
American International Group
New York
$202M +$6.28M +63,061 +3%
Robeco Institutional Asset Management
122
Robeco Institutional Asset Management
Netherlands
$202M +$13.1M +131,057 +6%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$198M +$2.07M +20,772 +1%
TG
124
TCW Group
California
$197M -$6.2M -62,203 -3%
SOMRS
125
State of Michigan Retirement System
Michigan
$196M +$31.9M +320,600 +18%

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.