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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
CCA
1226
Checchi Capital Advisers
California
$2.77M +$607K +6,093 +26%
MBT
1227
Montecito Bank & Trust
California
$2.77M +$333K +3,339 +13%
CNC
1228
Citizens & Northern Corp
Pennsylvania
$2.77M -$76.1K -764 -3%
IAA
1229
Ironsides Asset Advisors
North Carolina
$2.77M -$286K -2,873 -9%
SWM
1230
SVA Wealth Management
Wisconsin
$2.77M +$31.9K +320 +1%
BDF
1231
Balasa Dinverno & Foltz
$2.76M +$45.5K +457 +2%
CASB
1232
Cape Ann Savings Bank
Massachusetts
$2.76M -$42.8K -430 -1%
GCP
1233
GSA Capital Partners
United Kingdom
$2.74M -$8.16M -81,886 -74%
PC
1234
Peavine Capital
Nevada
$2.74M
PAI
1235
Pittenger & Anderson Inc
Nebraska
$2.74M
BBNB
1236
Baker Boyer National Bank
Washington
$2.74M -$598K -6,006 -17%
EFSCE
1237
Enterprise Financial Services Corp (EFSC)
Missouri
$2.73M -$251K -2,525 -8%
NFG
1238
NewFocus Financial Group
Washington
$2.73M -$225K -2,263 -7%
FHC
1239
First Houston Capital
Texas
$2.71M +$44.8K +450 +2%
BCM
1240
Brookstone Capital Management
Illinois
$2.71M +$10.1K +101 +0.4%
ANTB
1241
AMG National Trust Bank
Colorado
$2.68M +$1.53M +15,399 +118%
CCG
1242
Chatham Capital Group
Georgia
$2.67M +$1.13M +11,329 +67%
DCM
1243
Donaldson Capital Management
Indiana
$2.67M -$452K -4,540 -14%
EWM
1244
Edge Wealth Management
New York
$2.66M +$29.8K +299 +1%
FFA
1245
First Foundation Advisors
California
$2.65M -$624K -6,263 -18%
CIM
1246
Calvert Investment Management
Maryland
$2.64M -$1.86M -18,700 -40%
SFM
1247
Signature Financial Management
Virginia
$2.64M +$40.5K +407 +1%
HIM
1248
Harbour Investment Management
Washington
$2.64M -$22.4K -225 -0.8%
FC
1249
FIC Capital
New York
$2.63M -$114K -1,144 -4%
HC
1250
Hourglass Capital
Texas
$2.62M -$55.4K -556 -2%

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.