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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
PVWM
1401
Point View Wealth Management
New Jersey
$1.83M +$12.8K +129 +0.7%
MIM
1402
Montgomery Investment Management
Maryland
$1.83M
MIC
1403
Meridian Investment Counsel
California
$1.81M +$107K +1,075 +6%
AEPG
1404
American Economic Planning Group
New Jersey
$1.81M +$1.1K +11 +0.1%
DDC
1405
DF Dent & Co
Maryland
$1.8M -$89.6K -900 -4%
GAM
1406
Gould Asset Management
California
$1.79M +$98.6K +990 +5%
ECAM
1407
East Coast Asset Management
Massachusetts
$1.79M +$153K +1,540 +9%
OCG
1408
Opus Capital Group
Ohio
$1.79M
PIP
1409
Perennial Investment Partners
Australia
$1.79M
FHB
1410
First Hawaiian Bank
Hawaii
$1.79M +$6.17K +62 +0.3%
VNB
1411
Valley National Bancorp
New York
$1.78M +$72.2K +725 +4%
PAMG
1412
Patton Albertson Miller Group
Tennessee
$1.77M -$70K -703 -4%
MDSL
1413
M.D. Sass LLC
New York
$1.77M
BP
1414
Ballentine Partners
Massachusetts
$1.76M -$79K -793 -4%
CA
1415
Capital Advantage
California
$1.75M -$20K -201 -1%
DMC
1416
Drexel Morgan & Co
Pennsylvania
$1.74M -$148K -1,490 -7%
SIMM
1417
Stillwater Investment Management (Minnesota)
Minnesota
$1.74M +$17.9K +180 +1%
ACS
1418
Archford Capital Strategies
Illinois
$1.73M -$91.5K -919 -5%
ACM
1419
Academy Capital Management
Texas
$1.73M +$17.4K +175 +1%
LD
1420
Lipe & Dalton
New York
$1.72M -$12.3K -123 -0.7%
FUBT
1421
First United Bank & Trust
Maryland
$1.71M -$243K -2,438 -12%
SFP
1422
Santa Fe Partners
New Mexico
$1.71M -$682K -6,847 -27%
GGI
1423
Godsey & Gibb Inc
Virginia
$1.7M -$154K -1,548 -8%
NES
1424
New England Securities
New York
$1.69M +$659K +6,620 +59%
WOC
1425
West Oak Capital
California
$1.69M -$8.96K -90 -0.5%

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.