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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
ZTNA
1451
Zions Trust National Association
Utah
$1.58M -$224K -2,428 -13%
NFG
1452
Nadler Financial Group
Illinois
$1.58M -$187K -2,018 -11%
BPCA
1453
Bank Pictet & Cie (Asia)
Singapore
$1.57M +$1.44M +15,550 New
PTC
1454
Philadelphia Trust Company
Pennsylvania
$1.57M -$22.6K -244 -2%
WBG
1455
Wharton Business Group
Pennsylvania
$1.55M +$807K +8,727 +133%
SCM
1456
Sterneck Capital Management
Missouri
$1.53M -$373K -4,035 -21%
CCM
1457
Compass Capital Management
Minnesota
$1.53M +$64.7K +700 +5%
MC
1458
Mathes Company
New York
$1.52M +$674K +7,293 +94%
PAA
1459
Peregrine Asset Advisers
Oregon
$1.52M -$9.25K -100 -0.7%
GJCM
1460
Grand Jean Capital Management
California
$1.52M -$13.9K -150 -1%
RIM
1461
Regent Investment Management
Kentucky
$1.52M +$100K +1,081 +8%
WCM
1462
Westend Capital Management
California
$1.51M +$1.38M +14,900 New
SCM
1463
Salem Capital Management
Massachusetts
$1.51M -$55.5K -600 -4%
SFT
1464
Simmons First Trust
Arkansas
$1.5M -$8.32K -90 -0.6%
HIM
1465
Hermes Investment Management
United Kingdom
$1.5M
JAFL
1466
Jay A. Fishman Ltd
Michigan
$1.5M
LWM
1467
LBA Wealth Management
Florida
$1.5M +$1.37M +14,775 New
GHAM
1468
Gilman Hill Asset Management
Connecticut
$1.49M +$67K +725 +5%
KC
1469
Kingfisher Capital
North Carolina
$1.49M +$154K +1,664 +13%
CAM
1470
Cacti Asset Management
Georgia
$1.49M +$1.36M +14,725 New
BOS
1471
Bank of Stockton
California
$1.48M -$33.3K -360 -2%
FNBOH
1472
First National Bank of Hutchinson
Kansas
$1.46M -$703K -7,604 -34%
JAM
1473
Jolley Asset Management
North Carolina
$1.46M +$6.93K +75 +0.5%
I2I
1474
Insight 2811 Inc
Illinois
$1.46M +$242K +2,612 +22%
CRM
1475
Cramer Rosenthal McGlynn
Connecticut
$1.45M -$18.5K -200 -1%

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.