We are live on ! Find out more
XOM icon

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
AAIM
1326
American Assets Investment Management
California
$2.25M
BE
1327
Bonness Enterprises
District of Columbia
$2.25M
ACA
1328
Anchor Capital Advisors
Massachusetts
$2.25M -$698K -7,013 -23%
FIM
1329
Fernwood Investment Management
Massachusetts
$2.25M -$39.8K -400 -2%
MI
1330
Markston International
New York
$2.24M -$5.23M -52,525 -69%
SMC
1331
Smith, Moore & Co
Missouri
$2.24M +$562K +5,647 +31%
FCT
1332
Family Capital Trust
Massachusetts
$2.23M -$17.9K -180 -0.8%
HH
1333
Hilltop Holdings
Texas
$2.2M -$45.5K -457 -2%
HCA
1334
Horan Capital Advisors
Ohio
$2.19M -$52.4K -526 -2%
HPIA
1335
Hamilton Point Investment Advisors
North Carolina
$2.19M +$2.49K +25 +0.1%
WFI
1336
West Family Investments
California
$2.19M
FPCM
1337
Financial Partners Capital Management
New York
$2.18M -$143K -1,436 -6%
DCM
1338
Dynamic Capital Management
Jersey
$2.18M -$1.93M -19,362 -46%
BWFA
1339
Baltimore-Washington Financial Advisors
Maryland
$2.17M -$38.8K -390 -2%
TCMG
1340
TSP Capital Management Group
New Jersey
$2.17M -$2.4M -24,145 Closed
FHC
1341
First Heartland Consultants
Missouri
$2.17M +$1.39K +14 +0.1%
AAA
1342
Adams Asset Advisors
Texas
$2.17M +$598 +6 +0%
RG
1343
Renaissance Group
Kentucky
$2.17M -$24K -241 -1%
SAM
1344
SignalPoint Asset Management
Missouri
$2.16M -$195K -1,954 -8%
CL
1345
Choreo LLC
Illinois
$2.15M -$33.8K -339 -1%
NIC
1346
Northwest Investment Counselors
Oregon
$2.15M +$107K +1,077 +5%
HRIA
1347
Haberer Registered Investment Advisor
Ohio
$2.13M -$298K -2,997 -12%
FC
1348
Forte Capital
New York
$2.13M +$2.26M +22,659 New
WCM
1349
Weik Capital Management
Pennsylvania
$2.13M -$118K -1,187 -5%
FRM
1350
Foundation Resource Management
Arkansas
$2.13M +$11.1K +111 +0.5%

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.