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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
SAM
1526
Shikiar Asset Management
New York
$723K -$72.1K -800 -9%
NHFG
1527
New Harbor Financial Group
Massachusetts
$722K +$4.51K +50 +0.6%
WCA
1528
Westover Capital Advisors
Delaware
$721K -$233K -2,582 -24%
SFI
1529
SPC Financial Inc
Maryland
$721K -$32.5K -361 -4%
SCM
1530
Southport Capital Management
Tennessee
$720K -$113K -1,250 -13%
AFIA
1531
America First Investment Advisors
Nebraska
$718K +$282K +3,126 +60%
NCM
1532
Noesis Capital Mangement
Florida
$716K +$62K +688 +9%
IWC
1533
Integrated Wealth Counsel
California
$714K -$82.5K -915 -10%
CCM
1534
Carlson Capital Management
Minnesota
$708K +$107K +1,189 +17%
QIM
1535
Quest Investment Management
Oregon
$706K
EWM
1536
Elite Wealth Management
Washington
$700K +$611K +6,773 +498%
AMG
1537
Asset Management Group
Connecticut
$692K +$158K +1,750 +28%
KPCM
1538
Kings Point Capital Management
New York
$691K +$9.02K +100 +1%
LIA
1539
LBMC Investment Advisors
Tennessee
$688K -$2.25K -25 -0.3%
G
1540
GlobalBridge
Minnesota
$676K -$148K -1,647 -17%
MC
1541
Mathes Company
New York
$669K -$135K -1,500 -16%
NES
1542
New England Securities
New York
$661K +$143K +1,585 +26%
HCM
1543
Hengehold Capital Management
Ohio
$656K +$22.4K +248 +3%
HCM
1544
Hilton Capital Management
New York
$654K
HCA
1545
Harbour Capital Advisors
Virginia
$653K +$18K +200 +3%
GCC
1546
Guardian Capital (Canada)
Ontario, Canada
$652K -$319K -3,541 -32%
RPGK
1547
Retirement Planning Group (Kansas)
Kansas
$642K -$2.43K -27 -0.4%
IC
1548
Iconiq Capital
California
$638K +$668K +7,411 New
NIMC
1549
NWQ Investment Management Company
California
$632K +$22.5K +250 +4%
WCBA
1550
Weaver C. Barksdale & Associates
Tennessee
$627K +$298K +3,300 +83%

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.