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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
Korea Investment Corp
126
Korea Investment Corp
South Korea
$229M +$43.2M +466,900 +26%
Neuberger Berman Group
127
Neuberger Berman Group
New York
$227M -$112M -1,209,196 -35%
AAMU
128
Amundi Asset Management US
Massachusetts
$225M +$204M +2,202,832 +9,686%
Acadian Asset Management
129
Acadian Asset Management
Massachusetts
$224M -$79.4M -859,107 -28%
JFL
130
Jarislowsky, Fraser Ltd
Quebec, Canada
$221M -$6.94M -75,067 -3%
TG
131
TCW Group
California
$219M -$1.3M -14,046 -0.6%
Luther King Capital Management (LKCM)
132
Luther King Capital Management (LKCM)
Texas
$208M -$5.63M -60,863 -3%
Aviva
133
Aviva
United Kingdom
$206M -$21.2M -229,079 -10%
TPSF
134
Texas Permanent School Fund
Texas
$205M -$15.5M -167,195 -8%
AIG
135
American International Group
New York
$201M +$12.6M +136,128 +7%
SOMRS
136
State of Michigan Retirement System
Michigan
$201M +$16.9M +182,900 +10%
1IC
137
1919 Investment Counsel
Maryland
$201M -$6.56M -70,953 -3%
IG
138
ING Group
Netherlands
$197M -$16.2M -174,751 -8%
WTNA
139
Wilmington Trust National Association
Delaware
$196M -$4.52M -48,870 -2%
ACI
140
AMP Capital Investors
Australia
$191M +$6.37M +68,867 +4%
WT
141
Wilmington Trust
Delaware
$188M -$4.21M -45,560 -2%
FMI
142
Factory Mutual Insurance
Massachusetts
$188M -$2.77M -30,000 -2%
N
143
Natixis
France
$186M +$111M +1,202,416 +189%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$185M -$8.3M -89,800 -5%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$184M -$61M -659,881 -27%
CB
146
Commerce Bank
Missouri
$182M -$2.51M -27,135 -1%
ARC
147
Absolute Return Capital
Massachusetts
$181M +$145M +1,563,757 +704%
GE
148
General Electric
Ohio
$180M +$129M +1,400,412 +367%
IRF
149
IBM Retirement Fund
New York
$180M -$5.93M -64,110 -3%
HNB
150
Huntington National Bank
Ohio
$178M +$356K +3,852 +0.2%

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.