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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
EHWM
1326
Eads & Heald Wealth Management
Georgia
$2.31M -$26.4K -285 -1%
KA
1327
KLCM Advisors
Wisconsin
$2.31M -$55.5K -600 -3%
LNC
1328
Lincoln National Corp
Pennsylvania
$2.3M +$2.1M +22,758 New
BHB
1329
Bank Hapoalim BM
Israel
$2.3M +$2.1M +22,733 New
BIM
1330
Bridges Investment Management
Nebraska
$2.29M +$380K +4,110 +22%
EWA
1331
Exencial Wealth Advisors
Oklahoma
$2.29M -$63.9K -691 -3%
FHC
1332
First Heartland Consultants
Missouri
$2.28M +$62.7K +678 +3%
GCA
1333
Greenwood Capital Associates
South Carolina
$2.28M -$225K -2,429 -10%
LPC
1334
Loeb Partners Corp
New York
$2.28M
CAM
1335
CG Asset Management
New York
$2.27M +$2.08M +22,450 New
EML
1336
Eos Management LP
New York
$2.26M
OSNBOA
1337
Old Second National Bank of Aurora
Illinois
$2.25M -$19.4K -210 -0.9%
FIG
1338
Fusion Investment Group
Pennsylvania
$2.25M +$2.06M +22,229 New
FMLI
1339
Fukoku Mutual Life Insurance
Japan
$2.25M -$361K -3,900 -15%
RCAG
1340
Rehmann Capital Advisory Group
Michigan
$2.23M +$110K +1,188 +6%
OFS
1341
Orrstown Financial Services
Pennsylvania
$2.23M +$30.1K +326 +2%
FFA
1342
Fragasso Financial Advisors
Pennsylvania
$2.23M +$2.03M +21,985 New
OCM
1343
Osterweis Capital Management
California
$2.22M -$3.51K -38 -0.2%
CCM
1344
Crossvault Capital Management
Texas
$2.22M +$2.03M +21,905 New
HWA
1345
Heritage Wealth Advisors
Virginia
$2.21M +$2.02M +21,821 New
SCA
1346
STALEY CAPITAL ADVISERS
Pennsylvania
$2.21M -$8.32K -90 -0.4%
PVWM
1347
Point View Wealth Management
New Jersey
$2.21M +$2.01M +21,786 New
SSWM
1348
Sheets Smith Wealth Management
North Carolina
$2.2M -$9.25K -100 -0.5%
SGH
1349
Schonfeld Group Holdings
New York
$2.18M +$1.54M +16,604 +336%
WKA
1350
Wilson Kemp & Associates
Michigan
$2.18M +$247K +2,666 +14%

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.