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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
BIM
1376
Baldwin Investment Management
Pennsylvania
$1.45M -$65.4K -725 -4%
LG
1377
Leuthold Group
Minnesota
$1.44M -$182K -2,014 -11%
FWM
1378
Focused Wealth Management
New York
$1.44M +$1.5M +16,680 New
FA
1379
FCG Advisors
New Jersey
$1.43M -$8.47K -94 -0.6%
SNBOSD
1380
Security National Bank of So Dak
Iowa
$1.42M -$81.1K -900 -5%
WTB
1381
Washington Trust Bank
Washington
$1.42M -$119K -1,321 -7%
Westfield Capital Management
1382
Westfield Capital Management
Massachusetts
$1.41M
GAM
1383
Gould Asset Management
California
$1.41M -$5.5K -61 -0.4%
WP
1384
Westend Partners
California
$1.38M +$1.34M +14,900 New
CP
1385
Camelot Portfolios
Ohio
$1.38M -$155K -1,722 -10%
PGA
1386
Portland Global Advisors
Maine
$1.37M -$9.02K -100 -0.6%
FC
1387
Fayerweather Charles
$1.37M -$15.8K -175 -1%
JCM
1388
JD Capital Management
Connecticut
$1.36M +$1.43M +15,841 New
PTC
1389
Philadelphia Trust Company
Pennsylvania
$1.35M -$103K -1,145 -7%
FM
1390
Family Management
New York
$1.35M -$719K -7,977 -34%
Carson Wealth (CWM LLC)
1391
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$1.41M +15,659 New
SCM
1392
Salem Capital Management
Massachusetts
$1.33M
TFA
1393
Transamerica Financial Advisors
Florida
$1.33M +$275K +3,052 +25%
BC
1394
Banced Corp
Illinois
$1.31M -$262K -2,903 -16%
GJCM
1395
Grand Jean Capital Management
California
$1.3M -$108K -1,200 -7%
PAA
1396
Peregrine Asset Advisers
Oregon
$1.3M
BOS
1397
Bank of Stockton
California
$1.29M -$221K -2,450 -14%
RCM
1398
RNC Capital Management
California
$1.29M +$761K +8,446 +129%
SFT
1399
Simmons First Trust
Arkansas
$1.28M -$24.8K -275 -2%
HIM
1400
Hermes Investment Management
United Kingdom
$1.27M -$225K -2,500 -14%

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.