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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
SNBOSCI
1401
Security National Bank of Sioux City Iowa
Iowa
$1.9M -$20.1K -217 -1%
OCG
1402
Opus Capital Group
Ohio
$1.9M +$1.73M +18,739 New
SIMM
1403
Stillwater Investment Management (Minnesota)
Minnesota
$1.89M +$1.73M +18,665 New
CA
1404
Capital Advantage
California
$1.88M +$1.71M +18,534 New
TT
1405
Tiedemann Trust
Delaware
$1.88M -$1.59M -17,206 -48%
BIA
1406
Biondo Investment Advisors
Pennsylvania
$1.87M +$120K +1,300 +8%
VNB
1407
Valley National Bancorp
New York
$1.86M +$1.7M +18,427 New
FBA
1408
Front Barnett Associates
Illinois
$1.86M -$105K -1,139 -6%
SG
1409
Somerset Group
Minnesota
$1.84M -$347K -3,750 -17%
BEAM
1410
Baker Ellis Asset Management
Washington
$1.84M -$9.25K -100 -0.5%
WOC
1411
West Oak Capital
California
$1.83M -$159K -1,715 -9%
RGC
1412
Roberts, Glore & Co
Illinois
$1.83M -$31.9K -345 -2%
GVT
1413
Genesee Valley Trust
New York
$1.83M +$113K +1,221 +7%
LD
1414
Lipe & Dalton
New York
$1.83M -$195K -2,107 -10%
SCIA
1415
Sanibel Captiva Investment Advisers
Illinois
$1.83M +$455K +4,920 +37%
Carson Wealth (CWM LLC)
1416
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$215K +2,323 +15%
KBG
1417
Kahn Brothers Group
New York
$1.81M
CM
1418
Capital Management
Virginia
$1.81M -$16.8K -182 -1%
HAI
1419
Hennessy Advisors Inc
California
$1.81M -$37K -400 -2%
SIA
1420
Sit Investment Associates
Minnesota
$1.81M -$157K -1,700 -9%
CF
1421
CNA Financial
Illinois
$1.81M
RPA
1422
Rock Point Advisors
Vermont
$1.8M
AMM
1423
American Money Management
California
$1.78M +$1.63M +17,582 New
CHA
1424
Cedar Hill Associates
Illinois
$1.77M -$18.5K -200 -1%
NL
1425
NWAM LLC
Washington
$1.76M -$258K -2,795 -14%

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.