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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
SDJVC
1251
St. Denis J. Villere & Co
Louisiana
$2.76M +$439K +4,750 +21%
TL
1252
Tirschwell & Loewy
New York
$2.74M
JPMIA
1253
J.P. Marvel Investment Advisors
Massachusetts
$2.73M +$166K +1,800 +7%
TIA
1254
Tiemann Investment Advisors
California
$2.73M +$2.49M +26,966 New
BCM
1255
Becker Capital Management
Oregon
$2.72M +$1.48K +16 +0.1%
NERM
1256
New England Research & Management
Illinois
$2.72M +$2.48M +26,836 New
BE
1257
Bonness Enterprises
District of Columbia
$2.7M -$3.14K -34 -0.1%
SAM
1258
Summit Asset Management
Tennessee
$2.7M +$402K +4,352 +20%
BFC
1259
Blue Fin Capital
Rhode Island
$2.69M +$2.46M +26,616 New
PL
1260
Plancorp LLC
Missouri
$2.69M +$2.46M +26,577 New
SAM
1261
SignalPoint Asset Management
Missouri
$2.69M +$765K +8,276 +45%
SGAM
1262
Steinberg Global Asset Management
Florida
$2.68M -$14.1K -153 -0.6%
SC
1263
Saiers Capital
New York
$2.68M +$2.45M +26,500 New
EWM
1264
Edge Wealth Management
New York
$2.68M -$112K -1,211 -4%
GW
1265
GW & Wade
Massachusetts
$2.67M +$1.02K +11 +0%
MPWT
1266
MassMutual Private Wealth & Trust
Connecticut
$2.65M +$2.42M +26,196 New
FHB
1267
First Hawaiian Bank
Hawaii
$2.65M -$32.3K -349 -1%
PCA
1268
Personal Capital Advisors
California
$2.64M +$2.41M +26,083 New
IT
1269
Independence Trust
Tennessee
$2.64M -$37K -400 -2%
FUBT
1270
First United Bank & Trust
Maryland
$2.63M -$60.6K -655 -2%
SAM
1271
Sequent Asset Management
Texas
$2.63M
CW
1272
Cobiz Wealth
Colorado
$2.62M +$72.2K +781 +3%
SWM
1273
SVA Wealth Management
Wisconsin
$2.61M +$2.39M +25,800 New
ANB
1274
Amarillo National Bank
Texas
$2.6M -$267K -2,888 -10%
UF
1275
Univest Financial
Pennsylvania
$2.59M -$1.83M -19,760 -44%

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.