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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
EWA
1351
Exencial Wealth Advisors
Oklahoma
$2.11M +$49.8K +500 +2%
KA
1352
KLCM Advisors
Wisconsin
$2.11M +$58K +582 +3%
WIL
1353
Winifred I. Li
$2.1M -$306K -3,076 -12%
CAM
1354
CG Asset Management
New York
$2.09M -$29.9K -300 -1%
LIM
1355
Loudon Investment Management
New Hampshire
$2.09M -$39.8K -400 -2%
RHDIC
1356
R.H. Dinel Investment Counsel
California
$2.07M
SFI
1357
SPC Financial Inc
Maryland
$2.07M -$28.4K -285 -1%
OCM
1358
Osterweis Capital Management
California
$2.07M
ZCA
1359
Zeke Capital Advisors
Pennsylvania
$2.06M
CCM
1360
Condor Capital Management
New Jersey
$2.06M +$48.5K +487 +2%
ZAM
1361
Zevin Asset Management
Massachusetts
$2.05M
EA
1362
Emerald Advisers
Pennsylvania
$2.04M -$780K -7,831 -26%
MMG
1363
Monetary Management Group
Missouri
$2.04M +$48.4K +486 +2%
CCM
1364
Crossvault Capital Management
Texas
$2.04M +$100 +1 +0%
PFM
1365
PacWest Financial Management
Arizona
$2.04M +$91.1K +915 +4%
MM
1366
Midas Management
New York
$2.03M +$508K +5,100 +31%
SL
1367
Summitry LLC
California
$2.01M -$13.5M -135,147 -86%
EHWM
1368
Eads & Heald Wealth Management
Georgia
$2M -$63.7K -640 -3%
GIP
1369
Greatmark Investment Partners
Georgia
$2M -$10.4K -104 -0.5%
FA
1370
Fagan Associates
New York
$1.99M +$89.2K +896 +4%
RT
1371
Reliance Trust
Georgia
$1.99M +$80K +803 +4%
CWM
1372
Calamos Wealth Management
Illinois
$1.99M +$36.2K +363 +2%
FA
1373
FMA Advisory
Pennsylvania
$1.99M -$51.7K -519 -2%
EI
1374
Excelsia Inc
Georgia
$1.97M -$72.6K -729 -3%
CFSG
1375
Community Financial Services Group
Vermont
$1.96M -$17K -171 -0.8%

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.