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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
GAG
1301
GM Advisory Group
New York
$2.4M +$14.9K +150 +0.6%
HDIM
1302
Hanson & Doremus Investment Management
Vermont
$2.39M -$39.9K -401 -2%
FMT
1303
First Mercantile Trust
Tennessee
$2.39M -$109K -1,090 -4%
PWM
1304
Perigon Wealth Management
California
$2.38M -$1.83M -18,356 -42%
TWA
1305
Tillar-Wenstrup Advisors
Ohio
$2.38M -$33.9K -340 -1%
MPAM
1306
Murphy Pohlad Asset Management
Minnesota
$2.38M +$135K +1,355 +6%
AC
1307
Alexandria Capital
Virginia
$2.37M -$35.7K -358 -1%
IFB
1308
iAB Financial Bank
Indiana
$2.35M
FFA
1309
Fragasso Financial Advisors
Pennsylvania
$2.35M +$325K +3,262 +15%
JFA
1310
JNBA Financial Advisors
Minnesota
$2.34M +$126K +1,268 +5%
RCAG
1311
Rehmann Capital Advisory Group
Michigan
$2.34M +$52.1K +523 +2%
CCC
1312
Chelsea Counsel Company
California
$2.33M +$38.8K +390 +2%
SSG
1313
Summit Securities Group
New York
$2.33M +$867K +8,700 +54%
WAM
1314
Weatherly Asset Management
California
$2.33M +$1.39K +14 +0.1%
AssetMark Inc
1315
AssetMark Inc
California
$2.3M -$54.7K -549 -2%
PH
1316
Pinnacle Holdings
Oklahoma
$2.3M +$287K +2,881 +13%
RC
1317
Roundview Capital
New Jersey
$2.29M -$1.14M -11,425 -32%
SCA
1318
STALEY CAPITAL ADVISERS
Pennsylvania
$2.29M +$266K +2,670 +12%
PAG
1319
Pinnacle Advisory Group
Maryland
$2.28M -$18.3K -184 -0.8%
GLI
1320
Guardian Life Insurance
New York
$2.28M -$25.7K -258 -1%
PMG
1321
ProVise Management Group
Florida
$2.27M -$10.3K -103 -0.4%
WI
1322
Wedgewood Investors
Pennsylvania
$2.26M +$287K +2,883 +14%
CA
1323
CapWealth Advisors
Tennessee
$2.26M -$132K -1,328 -5%
UF
1324
Univest Financial
Pennsylvania
$2.26M -$76.1K -764 -3%
RMSCM
1325
R.M. Sincerbeaux Capital Management
New York
$2.25M

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.