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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
HIM
1226
Harbour Investment Management
Washington
$2.9M +$132K +1,425 +5%
BBNB
1227
Baker Boyer National Bank
Washington
$2.9M +$365K +3,952 +16%
HRIA
1228
Haberer Registered Investment Advisor
Ohio
$2.9M -$5.12M -55,401 -66%
TFA
1229
Transamerica Financial Advisors
Florida
$2.89M +$1.21M +13,124 +85%
MFIMFI
1230
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.89M +$156K +1,692 +6%
RHFI
1231
Reilly Herbert Faulkner III
$2.88M +$2.63M +28,479 New
FAM
1232
Formidable Asset Management
Ohio
$2.87M -$34.7K -375 -1%
BDF
1233
Balasa Dinverno & Foltz
$2.87M -$31.1K -336 -1%
SFS
1234
Strategic Financial Services
New York
$2.87M -$108K -1,163 -4%
JA
1235
JLB & Associates
Michigan
$2.87M -$138K -1,491 -5%
CAL
1236
Capital Analysts LLC
Pennsylvania
$2.86M -$32K -346 -1%
CPIM
1237
Columbia Partners Investment Management
Virginia
$2.86M -$439K -4,746 -14%
VKH
1238
Virtu KCG Holdings
New York
$2.85M -$8.51M -91,995 -77%
WIL
1239
Winifred I. Li
$2.85M -$117K -1,262 -4%
GCP
1240
GSA Capital Partners
United Kingdom
$2.84M +$436K +4,712 +20%
KFP
1241
Keystone Financial Planning
Ohio
$2.83M +$2.59M +28,001 New
FA
1242
FCG Advisors
New Jersey
$2.83M +$1.05M +11,405 +69%
SBWIC
1243
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.82M
S
1244
SignatureFD
Georgia
$2.79M +$20.6K +223 +0.8%
AIM
1245
Acropolis Investment Management
Missouri
$2.79M -$411K -4,445 -14%
VIA
1246
Vantage Investment Advisors
Pennsylvania
$2.79M +$2.56M +27,698 New
AC
1247
Alexandria Capital
Virginia
$2.77M -$70.5K -763 -3%
FHC
1248
First Houston Capital
Texas
$2.76M +$69.3K +750 +3%
VIP
1249
Vantage Investment Partners
Missouri
$2.76M +$13.4K +145 +0.5%
BG
1250
Bollard Group
Massachusetts
$2.76M -$200K -2,166 -7%

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.