We are live on ! Find out more
XOM icon

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
LWI
1426
Long Wharf Investors
Massachusetts
$1.74M +$20K +216 +1%
EWM
1427
Elite Wealth Management
Washington
$1.74M +$836K +9,042 +111%
WA
1428
Waverly Advisors
Alabama
$1.73M +$334K +3,608 +27%
BWP
1429
BSW Wealth Partners
Colorado
$1.72M +$8.78K +95 +0.6%
FC
1430
Fayerweather Charles
$1.71M +$90.2K +975 +6%
BWM
1431
Braver Wealth Management
Massachusetts
$1.71M -$39.1K -423 -2%
BIM
1432
Baldwin Investment Management
Pennsylvania
$1.7M -$4.62K -50 -0.3%
FM
1433
Family Management
New York
$1.69M +$94.5K +1,022 +7%
CCM
1434
Condor Capital Management
New Jersey
$1.69M +$526K +5,693 +52%
CBT
1435
Central Bank & Trust
Kentucky
$1.68M -$64.7K -700 -4%
FWM
1436
Focused Wealth Management
New York
$1.67M -$16.4K -177 -1%
TIA
1437
Trust Investment Advisors
Indiana
$1.67M +$1.53M +16,504 New
SNBOSD
1438
Security National Bank of So Dak
Iowa
$1.66M -$9.25K -100 -0.6%
SSG
1439
Summit Securities Group
New York
$1.65M -$6.1M -66,000 -80%
ECAM
1440
East Coast Asset Management
Massachusetts
$1.64M -$154K -1,665 -9%
MC
1441
Miles Capital
Iowa
$1.64M +$1.5M +16,173 New
Westfield Capital Management
1442
Westfield Capital Management
Massachusetts
$1.64M -$25.1K -272 -2%
JWM
1443
Jacobus Wealth Management
Wisconsin
$1.62M +$306K +3,305 +26%
GAM
1444
Gould Asset Management
California
$1.62M -$35.6K -385 -2%
LMAM
1445
Legg Mason Asset Management
Japan
$1.62M -$268K -2,900 -15%
PGA
1446
Portland Global Advisors
Maine
$1.62M
CCA
1447
Checchi Capital Advisers
California
$1.61M +$1.47M +15,924 New
RIM
1448
Reliant Investment Management
Tennessee
$1.6M +$1.46M +15,829 New
AF
1449
Allworth Financial
California
$1.6M -$1.03M -11,129 -41%
BA
1450
Birinyi Associates
Connecticut
$1.58M -$296K -3,200 -17%

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.