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ExxonMobil

1,765 hedge funds and large institutions have $187B invested in ExxonMobil in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 623 increasing their positions, 888 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

21% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $2.25B

0% more funds holding

Funds holding: 1,7591,765 (+6)

0.13% less ownership

Funds ownership: 49.76%49.63% (-0.13%)

6% less capital invested

Capital invested by funds: $200B → $187B (-$12.5B)

7% less funds holding in top 10

Funds holding in top 10: 730676 (-54)

30% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 888

Holders
1,765
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
57.21%
Holding in Top 10
676
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-7.4%
% of All Funds
21.91%
New
69
Increased
623
Reduced
888
Closed
46
Calls
$2.72B
Puts
$2.25B
Net Calls
+$469M
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
1226
First Hawaiian Bank
Hawaii
$2.28M +$528K +5,856 +28%
GAAM
1227
Guinness Atkinson Asset Management
California
$2.28M
IT
1228
Independence Trust
Tennessee
$2.28M -$10.8K -120 -0.5%
CNAM
1229
Campbell Newman Asset Management
Wisconsin
$2.27M -$10.8M -119,508 -82%
GW
1230
GW & Wade
Massachusetts
$2.27M +$1.17K +13 +0%
FMLI
1231
Fukoku Mutual Life Insurance
Japan
$2.25M
AIM
1232
Aspen Investment Management
Michigan
$2.24M -$20.9K -232 -0.9%
SAM
1233
Sequent Asset Management
Texas
$2.23M +$66.9K +742 +3%
HR
1234
Howe & Rusling
New York
$2.23M -$1.54M -17,111 -40%
FPCM
1235
Financial Partners Capital Management
New York
$2.21M -$11.3K -125 -0.5%
EWA
1236
Exencial Wealth Advisors
Oklahoma
$2.21M -$21.6K -240 -1%
CCC
1237
Chelsea Counsel Company
California
$2.17M -$126K -1,398 -5%
JPMIA
1238
J.P. Marvel Investment Advisors
Massachusetts
$2.17M
WAM
1239
Weatherly Asset Management
California
$2.16M -$70.7K -784 -3%
FCT
1240
Family Capital Trust
Massachusetts
$2.16M -$74.3K -824 -3%
CW
1241
Cobiz Wealth
Colorado
$2.16M +$20.5K +227 +0.9%
WA
1242
WealthTrust Axiom
Pennsylvania
$2.15M -$245K -2,719 -10%
DA
1243
Denali Advisors
California
$2.15M +$1.03M +11,400 +84%
GCA
1244
Greenwood Capital Associates
South Carolina
$2.15M -$132K -1,460 -6%
TCMG
1245
TSP Capital Management Group
New Jersey
$2.14M
HCM
1246
Hillman Capital Management
Maryland
$2.14M -$16.7K -185 -0.8%
OWP
1247
Obermeyer Wealth Partners
Colorado
$2.13M +$72.3K +802 +3%
WCM
1248
Weik Capital Management
Pennsylvania
$2.13M -$82.5K -915 -4%
BBNB
1249
Baker Boyer National Bank
Washington
$2.13M -$536K -5,946 -19%
JFA
1250
JNBA Financial Advisors
Minnesota
$2.12M -$24.3K -269 -1%

XOM Hedge Fund Activity: Q3 2013 in Review

1,765 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2013, worth a combined $187B — down 6.2% from $200B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XOM positions and 46 closed out — a net gain of 23 holders — while 623 added to existing stakes and 888 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $797M. The largest seller was AllianceBernstein, cutting an estimated $599M.

  • 1,765 institutional investors held ExxonMobil (XOM) as of Q3 2013, up from 1,759 in Q2 2013.
  • Funds reported $187B of ExxonMobil stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 69 funds opened new ExxonMobil positions in Q3 2013 and 46 closed out, a net change of +23 holders.
  • The largest ExxonMobil buyer in Q3 2013 was Berkshire Hathaway, an estimated $797M added.
  • The largest ExxonMobil seller in Q3 2013 was AllianceBernstein, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2013.