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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
CCMD
1501
Cypress Capital Management (Delaware)
Delaware
$1.32M -$9.56K -96 -0.7%
QI
1502
QV Investors
Alberta, Canada
$1.32M -$1.47M -14,730 -51%
KIM
1503
Karpus Investment Management
New York
$1.32M
FCMC
1504
Founders Capital Management (Connecticut)
Connecticut
$1.31M
BOS
1505
Bank of Stockton
California
$1.31M -$55.4K -556 -4%
CCM
1506
Coldstream Capital Management
Washington
$1.3M +$184K +1,849 +15%
MC
1507
Montag & Caldwell
Georgia
$1.3M
VFP
1508
Verus Financial Partners
Virginia
$1.29M +$1.29K +13 +0.1%
AWCI
1509
Alpine Woods Capital Investors
New York
$1.29M
PFC
1510
Phocas Financial Corp
California
$1.29M -$8.62M -86,588 -86%
SIM
1511
SSI Investment Management
California
$1.28M -$212K -2,125 -13%
TAM
1512
Todd Asset Management
Kentucky
$1.28M
IIM
1513
Ironwood Investment Management
Massachusetts
$1.28M -$39.8K -400 -3%
BS
1514
Bessemer Securities
New York
$1.28M +$1.35M +13,575 New
11A
1515
10-15 Associates
New York
$1.27M +$135K +1,351 +11%
SSI
1516
Scott & Selber Inc
Texas
$1.27M -$2.4M -24,052 -64%
CCM
1517
Cullen Capital Management
New York
$1.26M -$2.99K -30 -0.2%
YP
1518
Yellowstone Partners
Idaho
$1.25M +$101K +1,013 +8%
NCM
1519
Noesis Capital Mangement
Florida
$1.25M +$554K +5,560 +72%
SFA
1520
Sequoia Financial Advisors
Ohio
$1.25M -$103K -1,030 -7%
JAM
1521
Jolley Asset Management
North Carolina
$1.25M -$13.4K -135 -1%
LWM
1522
LBA Wealth Management
Florida
$1.25M +$24.7K +248 +2%
PVH
1523
Psagot Value Holdings
Israel
$1.25M
CWM
1524
Confluence Wealth Management
Oregon
$1.24M -$816K -8,192 -38%
SFT
1525
Simmons First Trust
Arkansas
$1.24M -$70.6K -709 -5%

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.