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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
CMANY
1451
Capital Management Associates (New York)
New York
$1.06M -$85.6K -950 -7%
CISOA
1452
Capital Investment Services of America
Wisconsin
$1.05M +$63.1K +700 +6%
PHAM
1453
Palisades Hudson Asset Management
Florida
$1.05M
SSA
1454
South Street Advisors
New York
$1.05M
VWM
1455
Vector Wealth Management
Minnesota
$1.03M -$59.3K -658 -5%
MFP
1456
Michael F. Price
$1.03M
CYG
1457
Clean Yield Group
Vermont
$1.02M
I2I
1458
Insight 2811 Inc
Illinois
$1.01M -$101K -1,122 -9%
RMC
1459
Regis Management Company
California
$1.01M -$59.7K -662 -5%
DBT
1460
Dubuque Bank & Trust
Iowa
$995K -$23K -255 -2%
LKIM
1461
Lawson Kroeker Investment Management
Nebraska
$993K
11A
1462
10-15 Associates
New York
$988K +$992 +11 +0.1%
Sanders Capital
1463
Sanders Capital
Florida
$987K
CC
1464
Cornerstone Capital
California
$984K
PAM
1465
Premier Asset Management
Illinois
$977K +$1.02M +11,356 New
AEPG
1466
American Economic Planning Group
New Jersey
$970K -$1.62K -18 -0.2%
ICOM
1467
Investment Counselors of Maryland
Maryland
$962K -$176K -1,950 -15%
BFPW
1468
BOK Financial Private Wealth
Colorado
$962K +$212K +2,356 +27%
NA
1469
NSB Advisors
New York
$959K
FGP
1470
Foyston, Gordon, & Payne
Ontario, Canada
$958K -$180K -2,000 -15%
CL
1471
CIM LLC
New York
$951K +$2.79K +31 +0.3%
VAM
1472
Vermillion Asset Management
New York
$945K -$10.1M -112,017 -91%
CCM
1473
Condor Capital Management
New Jersey
$945K -$17.5K -194 -2%
OIA
1474
Optimum Investment Advisors
Illinois
$944K +$989K +10,971 New
RAM
1475
Roanoke Asset Management
New Jersey
$942K +$917K +10,173 New

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.