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ExxonMobil

1,929 hedge funds and large institutions have $201B invested in ExxonMobil in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 679 increasing their positions, 956 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.55B

1.04% less ownership

Funds ownership: 51.27%50.24% (-1%)

1% less funds holding

Funds holding: 1,9561,929 (-27)

9% less capital invested

Capital invested by funds: $222B → $201B (-$21.1B)

10% less funds holding in top 10

Funds holding in top 10: 705632 (-73)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 956

Holders
1,929
Holders Change
-27
Holders Change %
-1.38%
% of All Funds
55.95%
Holding in Top 10
632
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-10.35%
% of All Funds
18.33%
New
52
Increased
679
Reduced
956
Closed
61
Calls
$2.63B
Puts
$2.55B
Net Calls
+$77.5M
Net Calls Change
-$543M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
1476
Caxton Associates (New York)
New York
$1.45M +$1.53M +15,400 New
BIA
1477
Biondo Investment Advisors
Pennsylvania
$1.44M -$132K -1,325 -8%
TA
1478
TBP Advisors
New York
$1.44M +$616K +6,180 +68%
MSFP
1479
Mark Sheptoff Financial Planning
Connecticut
$1.44M +$6.47K +65 +0.4%
EML
1480
Eos Management LP
New York
$1.44M
LK
1481
Lumbard & Kellner
New Hampshire
$1.43M -$99.6K -1,000 -6%
MF
1482
Magnetar Financial
Illinois
$1.43M +$1.51M +15,210 New
WBG
1483
Wharton Business Group
Pennsylvania
$1.43M
GAM
1484
Gemmer Asset Management
California
$1.43M
SG
1485
Somerset Group
Minnesota
$1.43M
SCM
1486
Sterneck Capital Management
Missouri
$1.42M -$462K -4,640 -23%
NFG
1487
Nadler Financial Group
Illinois
$1.42M -$37K -372 -2%
SDJVC
1488
St. Denis J. Villere & Co
Louisiana
$1.41M -$707K -7,100 -32%
PAA
1489
Peregrine Asset Advisers
Oregon
$1.4M -$9.96K -100 -0.7%
HRC
1490
Hoertkorn Richard Charles
$1.39M
CCM
1491
Compass Capital Management
Minnesota
$1.37M
SIA
1492
Sit Investment Associates
Minnesota
$1.37M -$169K -1,700 -10%
PFS
1493
Prospera Financial Services
Texas
$1.37M -$93.8K -942 -6%
DSAM
1494
Dock Street Asset Management
Florida
$1.36M -$2.04M -20,518 -59%
CBT
1495
Central Bank & Trust
Kentucky
$1.36M -$211K -2,117 -13%
KFP
1496
Keystone Financial Planning
Ohio
$1.36M
JWM
1497
Jacobus Wealth Management
Wisconsin
$1.35M -$43.8K -440 -3%
PHAM
1498
Palisades Hudson Asset Management
Florida
$1.35M +$217K +2,182 +18%
RIM
1499
Regent Investment Management
Kentucky
$1.33M -$279K -2,801 -16%
WCM
1500
Westend Capital Management
California
$1.33M -$1.2K -12 -0.1%

XOM Hedge Fund Activity: Q3 2014 in Review

1,929 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2014, worth a combined $201B — down 9.5% from $222B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of XOM and 52 opened new positions — a net loss of 9 holders — while 956 trimmed existing stakes and 679 added.

The largest buyer was Vanguard Group, adding an estimated $415M. The largest seller was Norges Bank, cutting an estimated $3.16B.

  • 1,929 institutional investors held ExxonMobil (XOM) as of Q3 2014, down from 1,956 in Q2 2014.
  • Funds reported $201B of ExxonMobil stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 52 funds opened new ExxonMobil positions in Q3 2014 and 61 closed out, a net change of -9 holders.
  • The largest ExxonMobil buyer in Q3 2014 was Vanguard Group, an estimated $415M added.
  • The largest ExxonMobil seller in Q3 2014 was Norges Bank, an estimated $3.16B sold.

Based on aggregated 13F filings for Q3 2014.