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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
DMC
1351
Drexel Morgan & Co
Pennsylvania
$2.17M +$63.3K +685 +3%
HB
1352
Homrich & Berg
Georgia
$2.17M +$38.5K +416 +2%
NA
1353
Navellier & Associates
Nevada
$2.17M +$120K +1,300 +6%
FA
1354
FMA Advisory
Pennsylvania
$2.17M -$9.25K -100 -0.5%
CWM
1355
Calamos Wealth Management
Illinois
$2.17M +$125K +1,355 +7%
ZCA
1356
Zeke Capital Advisors
Pennsylvania
$2.17M -$601K -6,500 -23%
HP
1357
HT Partners
Connecticut
$2.17M -$135K -1,460 -6%
MIM
1358
Montgomery Investment Management
Maryland
$2.17M -$1.77M -19,112 -47%
BFEC
1359
Benjamin F. Edwards & Company
Missouri
$2.17M +$189K +2,045 +11%
DAS
1360
Dynamic Advisor Solutions
Arizona
$2.16M +$1.98M +21,386 New
GIP
1361
Greatmark Investment Partners
Georgia
$2.16M +$14.1K +152 +0.7%
WI
1362
Wedgewood Investors
Pennsylvania
$2.15M +$206K +2,225 +12%
COI
1363
Connable Office Inc
Michigan
$2.15M
NIC
1364
Northwest Investment Counselors
Oregon
$2.14M +$45K +487 +2%
MCM
1365
McKinley Capital Management
Alaska
$2.14M +$45.7K +494 +2%
FMB
1366
Field & Main Bank
Kentucky
$2.14M +$1.95M +21,143 New
Envestnet Asset Management
1367
Envestnet Asset Management
Illinois
$2.13M -$188K -2,028 -9%
GT
1368
Greenleaf Trust
Michigan
$2.13M -$143K -1,548 -7%
MWM
1369
Modera Wealth Management
New Jersey
$2.12M +$249K +2,690 +15%
SAM
1370
Strategy Asset Managers
California
$2.11M +$49.7K +538 +3%
WIC
1371
Wood Investment Counsel
Colorado
$2.11M +$118K +1,281 +7%
HCA
1372
Horan Capital Advisors
Ohio
$2.11M +$75.4K +815 +4%
GGI
1373
Godsey & Gibb Inc
Virginia
$2.1M -$9.25K -100 -0.5%
VHAM
1374
Van Hulzen Asset Management
California
$2.09M +$1.91M +20,671 New
MMG
1375
Monetary Management Group
Missouri
$2.08M +$41.2K +446 +2%

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.