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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
HCA
1326
Horan Capital Advisors
Ohio
$1.72M +$467K +5,178 +35%
TCM
1327
Telos Capital Management
California
$1.72M -$48.2K -535 -3%
LCOV
1328
London Company of Virginia
Virginia
$1.72M -$8.38K -93 -0.5%
WOC
1329
West Oak Capital
California
$1.71M +$80.2K +890 +5%
BP
1330
Ballentine Partners
Massachusetts
$1.7M +$125K +1,389 +8%
RIG
1331
Roosevelt Investment Group
New York
$1.7M -$7.66K -85 -0.4%
AL
1332
Airain Ltd
Guernsey
$1.69M +$1.77M +19,685 New
NCM
1333
Novare Capital Management
North Carolina
$1.69M +$149K +1,652 +9%
SIA
1334
Sit Investment Associates
Minnesota
$1.69M -$144K -1,600 -8%
WIC
1335
Wood Investment Counsel
Colorado
$1.69M
VF
1336
Virtu Financial
New York
$1.68M +$1.76M +19,536 New
FBA
1337
Front Barnett Associates
Illinois
$1.68M -$102K -1,132 -5%
BFEC
1338
Benjamin F. Edwards & Company
Missouri
$1.67M +$134K +1,486 +8%
SP
1339
Sarasin & Partners
United Kingdom
$1.66M +$85.6K +950 +5%
SCM
1340
Sterneck Capital Management
Missouri
$1.65M -$304K -3,375 -15%
LWCA
1341
Locust Wood Capital Advisers
New York
$1.64M -$77.5K -860 -4%
ACM
1342
Academy Capital Management
Texas
$1.64M -$25.2K -280 -1%
WI
1343
Wedgewood Investors
Pennsylvania
$1.64M +$36.1K +400 +2%
PIP
1344
Perennial Investment Partners
Australia
$1.64M
SNBOSCI
1345
Security National Bank of Sioux City Iowa
Iowa
$1.63M -$41.1K -456 -2%
LMAM
1346
Legg Mason Asset Management
Japan
$1.63M -$3.83M -42,500 -69%
WKA
1347
Wilson Kemp & Associates
Michigan
$1.62M -$4.43M -49,139 -72%
BA
1348
Birinyi Associates
Connecticut
$1.62M +$225K +2,500 +15%
FAM
1349
Fenimore Asset Management
New York
$1.62M +$180K +2,000 +12%
FAMT
1350
Fenimore Asset Management Trust
New York
$1.62M +$1.7M +18,814 New

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.