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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
SKK
1476
Shepherd Kaplan Krochuk
Massachusetts
$1.45M
CCMD
1477
Cypress Capital Management (Delaware)
Delaware
$1.42M
LWM
1478
Lyons Wealth Management
Florida
$1.42M
WSA
1479
Willow Street Advisors
Florida
$1.42M +$129K +1,400 +11%
RCM
1480
RNC Capital Management
California
$1.42M -$91.1K -985 -7%
IIM
1481
Ironwood Investment Management
Massachusetts
$1.41M +$6.01K +65 +0.5%
BB
1482
Bell Bank
North Dakota
$1.41M -$1.59M -17,160 -55%
DS
1483
DRW Securities
Illinois
$1.4M +$1.28M +13,832 New
MC
1484
Montag & Caldwell
Georgia
$1.4M -$27.7K -300 -2%
MDSL
1485
M.D. Sass LLC
New York
$1.4M
PMFA
1486
Plante Moran Financial Advisors
Michigan
$1.4M +$830K +8,982 +186%
PIM
1487
Provident Investment Management
Michigan
$1.39M -$38.2K -413 -3%
AWCI
1488
Alpine Woods Capital Investors
New York
$1.39M
PFS
1489
Prospera Financial Services
Texas
$1.39M -$975K -10,549 -44%
TAM
1490
Todd Asset Management
Kentucky
$1.38M -$22.5M -243,473 -95%
CPA
1491
Cowen Prime Advisors
New York
$1.38M -$1.48K -16 -0.1%
KCPG
1492
Kavar Capital Partners Group
Kansas
$1.38M +$1.26M +13,602 New
VFP
1493
Verus Financial Partners
Virginia
$1.37M -$10.8K -117 -0.9%
FCMC
1494
Founders Capital Management (Connecticut)
Connecticut
$1.37M +$1.25M +13,505 New
GIM
1495
Greenwich Investment Management
Connecticut
$1.35M +$1.24M +13,370 New
DBT
1496
Dubuque Bank & Trust
Iowa
$1.34M +$157K +1,702 +15%
ACM
1497
Argyle Capital Management
Pennsylvania
$1.34M -$5.55K -60 -0.5%
LK
1498
Lumbard & Kellner
New Hampshire
$1.33M +$1.21M +13,134 New
TA
1499
TBP Advisors
New York
$1.33M
UAM
1500
UAS Asset Management
New York
$1.33M +$1.21M +13,100 New

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.