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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
NL
1251
NWAM LLC
Washington
$2.62M +$48.3K +485 +2%
PL
1252
Plancorp LLC
Missouri
$2.61M +$1.24M +12,432 +81%
HWA
1253
Heritage Wealth Advisors
Virginia
$2.6M +$576K +5,784 +26%
HFM
1254
Hartford Financial Management
Connecticut
$2.59M -$210K -2,106 -7%
MBT
1255
Monroe Bank & Trust
Michigan
$2.58M -$281K -2,823 -9%
SBWIC
1256
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.58M -$120K -1,200 -4%
BJL
1257
Brighton Jones LLC
Washington
$2.58M +$87.1K +875 +3%
NERM
1258
New England Research & Management
Illinois
$2.57M +$79.7K +800 +3%
BSWMG
1259
Barrington Strategic Wealth Management Group
Illinois
$2.57M -$364K -3,650 -12%
LCOV
1260
London Company of Virginia
Virginia
$2.57M +$836K +8,390 +44%
BG
1261
Bollard Group
Massachusetts
$2.56M -$8.77K -88 -0.3%
GIA
1262
GHP Investment Advisors
Colorado
$2.56M +$221K +2,221 +9%
JPMIA
1263
J.P. Marvel Investment Advisors
Massachusetts
$2.56M
SAM
1264
Sawgrass Asset Management
Florida
$2.55M -$9.96K -100 -0.4%
LGC
1265
Laurel Grove Capital
California
$2.55M -$44.8K -450 -2%
Envestnet Asset Management
1266
Envestnet Asset Management
Illinois
$2.54M -$498K -5,004 -16%
SJIM
1267
St. Johns Investment Management
Florida
$2.54M -$65.8K -661 -2%
PSC
1268
Prentiss Smith & Co
Vermont
$2.54M -$15.5K -156 -0.6%
BCM
1269
Becker Capital Management
Oregon
$2.54M -$6.17K -62 -0.2%
LNC
1270
Lincoln National Corp
Pennsylvania
$2.54M +$14.5K +146 +0.5%
BFC
1271
Blue Fin Capital
Rhode Island
$2.54M +$5.08K +51 +0.2%
BFA
1272
Beaumont Financial Advisors
Massachusetts
$2.54M -$230K -2,306 -8%
SCM
1273
Stellar Capital Management
Arizona
$2.53M -$9.96K -100 -0.4%
TCM
1274
Tradition Capital Management
New Jersey
$2.53M -$77.1K -774 -3%
1IA
1275
1834 Investment Advisors
Wisconsin
$2.53M +$15.7K +158 +0.6%

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.