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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
SFA
1501
Sequoia Financial Advisors
Ohio
$1.33M +$1.21M +13,106 New
CRC
1502
Curi RMB Capital
Illinois
$1.32M -$78.2K -846 -6%
AEPG
1503
American Economic Planning Group
New Jersey
$1.32M +$162K +1,751 +16%
RAM
1504
Riggs Asset Management
Pennsylvania
$1.32M +$1.2M +13,006 New
HBWM
1505
Hollow Brook Wealth Management
New York
$1.31M -$26.1K -282 -2%
CK
1506
Cohen Klingenstein
New York
$1.31M
NSAA
1507
Noroian Steven A & Associates
California
$1.31M -$33.2K -359 -3%
FA
1508
FDx Advisors
Illinois
$1.31M -$51.2K -554 -4%
NCM
1509
Nelson Capital Management
California
$1.3M -$2.31K -25 -0.2%
AAM
1510
Autus Asset Management
Arizona
$1.29M -$86.5K -935 -7%
OIA
1511
Optimum Investment Advisors
Illinois
$1.29M +$162K +1,755 +16%
LCM
1512
Liberty Capital Management
Michigan
$1.29M
CCWA
1513
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$1.17M +12,686 New
CD
1514
Carl Domino
Florida
$1.28M -$9.25K -100 -0.8%
OC
1515
Oarsman Capital
Wisconsin
$1.27M -$9.25K -100 -0.8%
WMC
1516
Westwood Management Corporation
Illinois
$1.27M -$139K -1,500 -11%
B
1517
Bellecapital
Switzerland
$1.26M +$1.16M +12,500 New
FNBSF
1518
First National Bank Sioux Falls
South Dakota
$1.26M +$154K +1,664 +15%
YP
1519
Yellowstone Partners
Idaho
$1.24M +$1.14M +12,290 New
ANTB
1520
AMG National Trust Bank
Colorado
$1.24M -$120K -1,303 -10%
PHAM
1521
Palisades Hudson Asset Management
Florida
$1.24M
CMANY
1522
Capital Management Associates (New York)
New York
$1.24M -$9.25K -100 -0.8%
WAM
1523
Winslow Asset Management
Ohio
$1.23M -$32.4K -350 -3%
CISOA
1524
Capital Investment Services of America
Wisconsin
$1.23M -$9.25K -100 -0.8%
MFP
1525
Michael F. Price
$1.21M

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.