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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
ACM
1476
Apex Capital Management
Ohio
$938K +$180 +2 +0%
TI
1477
Truepoint Inc
Ohio
$935K -$14.9K -165 -1%
MCMT
1478
Moon Capital Management (Tennessee)
Tennessee
$930K +$975K +10,815 New
FNBSF
1479
First National Bank Sioux Falls
South Dakota
$928K -$103K -1,147 -10%
GC
1480
Grace Capital
Massachusetts
$928K +$21.6K +240 +2%
TIM
1481
Tortoise Investment Management
New York
$926K -$122K -1,355 -11%
BO
1482
BRR OpCo
Ohio
$920K +$217K +2,409 +29%
NC
1483
NBW Capital
Massachusetts
$914K -$9.92K -110 -1%
RL
1484
Ruffer LLP
United Kingdom
$912K -$32.5K -360 -3%
CL
1485
CPWM LLC
Washington
$908K
AIC
1486
Atlantic Investment Company
Georgia
$902K
KLWA
1487
Kelly Lawrence W & Associates
California
$899K
MCM
1488
Marathon Capital Management
Maryland
$891K +$16K +178 +2%
CCM
1489
Copeland Capital Management
Pennsylvania
$877K -$75.3K -835 -8%
PCM
1490
Perritt Capital Management
Illinois
$862K
PCMK
1491
Paragon Capital Management (Kansas)
Kansas
$861K +$3.15K +35 +0.4%
AR
1492
Advisory Research
Illinois
$860K +$59.2K +657 +7%
NFGCM
1493
Norman Fields Gottscho Capital Management
New York
$853K
RIA
1494
Regal Investment Advisors
Michigan
$841K +$221K +2,448 +33%
WPIC
1495
White Pine Investment Company
Michigan
$835K
FC
1496
Farley Capital
New York
$834K -$631 -7 -0.1%
PFC
1497
Phocas Financial Corp
California
$826K +$28.7K +318 +3%
TCP
1498
TAMRO Capital Partners
Virginia
$823K -$1.02M -11,283 -54%
CCM
1499
Coldstream Capital Management
Washington
$813K -$1.35M -14,977 -61%
KIA
1500
Kopp Investment Advisors
Minnesota
$813K -$15.6K -173 -2%

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.