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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
SAMC
1376
Shinko Asset Management Company
Japan
$2.08M -$41.2K -446 -2%
CCG
1377
Chatham Capital Group
Georgia
$2.08M -$51.7K -559 -3%
FBP
1378
Flippin Bruce & Porter
Virginia
$2.07M -$16.9K -183 -0.9%
PAMG
1379
Patton Albertson Miller Group
Tennessee
$2.07M -$26.8K -290 -1%
DDC
1380
DF Dent & Co
Maryland
$2.06M -$37.9K -410 -2%
FAM
1381
Fenimore Asset Management
New York
$2.06M +$146K +1,581 +8%
WCM
1382
Weston Capital Management
California
$2.06M
SAM
1383
Shamrock Asset Management
Texas
$2.06M -$1.25M -13,478 -40%
CNAM
1384
Campbell Newman Asset Management
Wisconsin
$2.01M -$601K -6,496 -25%
TCM
1385
Telos Capital Management
California
$2M -$19.5K -211 -1%
RIG
1386
Roosevelt Investment Group
New York
$2M +$1.66K +18 +0.1%
CPO
1387
Cerity Partners OCIO
New York
$1.99M -$99.7K -1,078 -5%
BP
1388
Ballentine Partners
Massachusetts
$1.99M -$4.53K -49 -0.2%
PH
1389
Pinnacle Holdings
Oklahoma
$1.98M -$92K -995 -5%
MIC
1390
Meridian Investment Counsel
California
$1.97M +$1.8M +19,474 New
LWCA
1391
Locust Wood Capital Advisers
New York
$1.96M +$26.8K +290 +2%
CM
1392
Castleark Management
Illinois
$1.95M -$4.59M -49,600 -72%
SP
1393
Sarasin & Partners
United Kingdom
$1.95M
DAM
1394
Doheny Asset Management
California
$1.94M -$110K -1,190 -6%
CG
1395
Colony Group
Massachusetts
$1.93M +$1.33M +14,385 +306%
PIP
1396
Perennial Investment Partners
Australia
$1.92M
ACM
1397
Academy Capital Management
Texas
$1.92M -$8.6K -93 -0.5%
LCOV
1398
London Company of Virginia
Virginia
$1.91M -$100K -1,082 -5%
NCM
1399
Novare Capital Management
North Carolina
$1.91M -$74K -800 -4%
HRC
1400
Hoertkorn Richard Charles
$1.9M +$1.73M +18,743 New

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.