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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
FANJ
1351
Financial Architects (New Jersey)
New Jersey
$1.6M +$15.8K +175 +1%
BIM
1352
Bridges Investment Management
Nebraska
$1.59M +$49.3K +547 +3%
RGC
1353
Roberts, Glore & Co
Illinois
$1.59M -$892K -9,899 -35%
CCP
1354
Clough Capital Partners
Massachusetts
$1.58M
HAI
1355
Hennessy Advisors Inc
California
$1.57M -$54.1K -600 -3%
BEAM
1356
Baker Ellis Asset Management
Washington
$1.57M -$53.5K -593 -3%
SAM
1357
SignalPoint Asset Management
Missouri
$1.57M +$1.36M +15,088 +476%
MWM
1358
Modera Wealth Management
New Jersey
$1.57M -$29.2K -324 -2%
ZTNA
1359
Zions Trust National Association
Utah
$1.56M -$3.05M -33,783 -65%
CM
1360
Capital Management
Virginia
$1.56M -$213K -2,361 -12%
KBG
1361
Kahn Brothers Group
New York
$1.54M
ECAM
1362
East Coast Asset Management
Massachusetts
$1.54M -$299K -3,313 -16%
CF
1363
CNA Financial
Illinois
$1.54M
RPA
1364
Rock Point Advisors
Vermont
$1.53M -$36.1K -400 -2%
CHA
1365
Cedar Hill Associates
Illinois
$1.52M -$16.4K -182 -1%
NFG
1366
Nadler Financial Group
Illinois
$1.52M -$350K -3,879 -18%
SAMNY
1367
Samsung Asset Management (New York)
New York
$1.51M -$225K -2,500 -13%
UM
1368
Ulysses Management
New York
$1.51M +$1.58M +17,500 New
CBT
1369
Central Bank & Trust
Kentucky
$1.49M -$138K -1,530 -8%
BWM
1370
Braver Wealth Management
Massachusetts
$1.49M +$108K +1,198 +7%
MM
1371
Midas Management
New York
$1.48M
BIA
1372
Biondo Investment Advisors
Pennsylvania
$1.48M -$24.8K -275 -2%
LWI
1373
Long Wharf Investors
Massachusetts
$1.46M -$25.7K -285 -2%
GVT
1374
Genesee Valley Trust
New York
$1.45M -$44.9K -498 -3%
BWP
1375
BSW Wealth Partners
Colorado
$1.45M -$39.1K -434 -3%

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.