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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
JAFL
1401
Jay A. Fishman Ltd
Michigan
$1.27M -$16.2K -180 -1%
CRM
1402
Cramer Rosenthal McGlynn
Connecticut
$1.25M
NIM
1403
NuWave Investment Management
New Jersey
$1.25M +$1.23M +13,681 +1,708%
CCM
1404
Compass Capital Management
Minnesota
$1.24M -$73.5K -815 -5%
JAM
1405
Jolley Asset Management
North Carolina
$1.24M -$82.9K -920 -6%
SM
1406
Seminole Management
New York
$1.23M +$1.29M +14,320 New
SKK
1407
Shepherd Kaplan Krochuk
Massachusetts
$1.23M
Twin Tree Management
1408
Twin Tree Management
Texas
$1.22M +$1.28M +14,176 New
PIM
1409
Provident Investment Management
Michigan
$1.22M
MC
1410
Montag & Caldwell
Georgia
$1.21M
WMC
1411
Westwood Management Corporation
Illinois
$1.21M -$2.63M -29,222 -68%
CCMD
1412
Cypress Capital Management (Delaware)
Delaware
$1.21M -$11.2K -124 -0.9%
LWM
1413
Lyons Wealth Management
Florida
$1.21M
GHAM
1414
Gilman Hill Asset Management
Connecticut
$1.21M -$139K -1,539 -10%
VAM
1415
Visium Asset Management
New York
$1.2M +$211K +2,343 +20%
RIM
1416
Regent Investment Management
Kentucky
$1.2M +$662K +7,341 +112%
CRC
1417
Curi RMB Capital
Illinois
$1.2M +$134K +1,481 +12%
VNIM
1418
Vaughan Nelson Investment Management
Texas
$1.19M +$54.5K +605 +5%
IIM
1419
Ironwood Investment Management
Massachusetts
$1.19M +$23K +255 +2%
MDSL
1420
M.D. Sass LLC
New York
$1.19M
AWCI
1421
Alpine Woods Capital Investors
New York
$1.18M
AAM
1422
Autus Asset Management
Arizona
$1.18M -$36.1K -400 -3%
VFP
1423
Verus Financial Partners
Virginia
$1.18M -$29.8K -331 -2%
CPA
1424
Cowen Prime Advisors
New York
$1.17M +$45.3K +503 +4%
ANTB
1425
AMG National Trust Bank
Colorado
$1.17M -$38.7K -429 -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.