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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
OCM
1276
Osterweis Capital Management
California
$1.97M -$316K -3,509 -14%
HP
1277
HT Partners
Connecticut
$1.97M -$1.27M -14,087 -38%
MBT
1278
Montecito Bank & Trust
California
$1.96M -$24.7K -274 -1%
AAMU
1279
Amundi Asset Management US
Massachusetts
$1.96M -$168K -1,858 -8%
BWFA
1280
Baltimore-Washington Financial Advisors
Maryland
$1.94M +$55.9K +620 +3%
GT
1281
Greenleaf Trust
Michigan
$1.94M -$545K -6,045 -21%
LPC
1282
Loeb Partners Corp
New York
$1.94M -$3.77M -41,770 -65%
SDJVC
1283
St. Denis J. Villere & Co
Louisiana
$1.94M -$36.1K -400 -2%
OSNBOA
1284
Old Second National Bank of Aurora
Illinois
$1.93M -$159K -1,761 -7%
EML
1285
Eos Management LP
New York
$1.92M
SAM
1286
Summit Asset Management
Tennessee
$1.92M +$36.2K +401 +2%
PAG
1287
Pinnacle Advisory Group
Maryland
$1.9M -$49.4K -548 -2%
FNBOH
1288
First National Bank of Hutchinson
Kansas
$1.9M -$677K -7,512 -25%
MPAM
1289
Murphy Pohlad Asset Management
Minnesota
$1.89M
SG
1290
Somerset Group
Minnesota
$1.89M +$45.1K +500 +2%
VAS
1291
Valicenti Advisory Services
New York
$1.89M +$43K +477 +2%
AIC
1292
Ambs Investment Counsel
Michigan
$1.88M -$9.47K -105 -0.5%
SCA
1293
STALEY CAPITAL ADVISERS
Pennsylvania
$1.88M +$59.5K +660 +3%
FRM
1294
Foundation Resource Management
Arkansas
$1.88M -$46.4K -515 -2%
FHC
1295
First Heartland Consultants
Missouri
$1.88M +$482K +5,345 +32%
SSWM
1296
Sheets Smith Wealth Management
North Carolina
$1.88M -$4.51K -50 -0.2%
OFS
1297
Orrstown Financial Services
Pennsylvania
$1.86M -$60.3K -669 -3%
PFM
1298
PacWest Financial Management
Arizona
$1.86M +$5.41K +60 +0.3%
MMLI
1299
Massachusetts Mutual Life Insurance
Massachusetts
$1.86M +$904K +10,029 +86%
FA
1300
FMA Advisory
Pennsylvania
$1.85M -$14.6K -162 -0.7%

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.