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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
NBC
1501
Neuberger Berman Canada
Ontario, Canada
$808K -$35.2K -390 -4%
CCB
1502
Cutter & Co Brokerage
Missouri
$800K -$112K -1,245 -12%
TC
1503
Telemus Capital
Michigan
$793K +$831K +9,215 New
QT
1504
Quantbot Technologies
New York
$790K -$28.7K -318 -3%
DA
1505
Dillon & Associates
Michigan
$788K
WCM
1506
Windsor Capital Management
Arizona
$785K +$23.9K +265 +3%
ACI
1507
Advance Capital I
Michigan
$780K -$1.47M -16,303 -64%
WFG
1508
Windsor Financial Group
Minnesota
$777K
FCB
1509
First Citizens Bancorporation
South Carolina
$776K -$116K -1,290 -13%
SCM
1510
Steward Capital Management
Michigan
$775K
SCM
1511
SOL Capital Management
Maryland
$772K +$8.56K +95 +1%
BMM
1512
Berkshire Money Management
Massachusetts
$769K -$9.47K -105 -1%
MVA
1513
Mount Vernon Associates
Maryland
$768K -$2.07M -23,000 -72%
MAS
1514
Madden Advisory Services
Florida
$763K -$23.9K -265 -3%
HHGA
1515
Halbert Hargrove Global Advisors
California
$758K -$14.2K -158 -2%
MAM
1516
Mizuho Asset Management
Japan
$757K +$2.98K +33 +0.4%
FA
1517
Financial Advantage
Maryland
$754K +$254K +2,814 +47%
SHWM
1518
Smith & Howard Wealth Management
Georgia
$751K +$2.52K +28 +0.3%
Verition Fund Management
1519
Verition Fund Management
Connecticut
$741K +$777K +8,617 New
GGPS
1520
Gary Goldberg Planning Services
New York
$740K +$541 +6 +0.1%
MWP
1521
Moller Wealth Partners
$739K -$8.84K -98 -1%
ACM
1522
Advisors Capital Management
New Jersey
$739K +$107K +1,183 +16%
NA
1523
Nottingham Advisors
New York
$735K +$29K +322 +4%
ODCM
1524
Old Dominion Capital Management
Virginia
$733K -$20.6K -228 -3%
HS
1525
Huntington Steele
Pennsylvania
$732K

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.