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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
SSA
1526
South Street Advisors
New York
$1.21M -$25K -270 -2%
PG
1527
Proffitt & Goodson
Tennessee
$1.21M -$52.7K -570 -5%
RMC
1528
Regis Management Company
California
$1.2M +$11.4K +123 +1%
CYG
1529
Clean Yield Group
Vermont
$1.2M
BC
1530
Banced Corp
Illinois
$1.2M -$320K -3,465 -23%
AM
1531
Account Management
Massachusetts
$1.19M -$43.9K -475 -4%
CCM
1532
Cullen Capital Management
New York
$1.19M +$1.09M +11,770 New
VNIM
1533
Vaughan Nelson Investment Management
Texas
$1.17M -$213K -2,309 -17%
11A
1534
10-15 Associates
New York
$1.16M +$925 +10 +0.1%
CAM
1535
CMT Asset Management
Illinois
$1.16M +$1.06M +11,483 New
Sanders Capital
1536
Sanders Capital
Florida
$1.16M
CC
1537
Cornerstone Capital
California
$1.16M
CPS
1538
Counsel Portfolio Services
Ontario, Canada
$1.15M +$148K +1,600 +16%
PAM
1539
Premier Asset Management
Illinois
$1.15M
BEC
1540
Blue Edge Capital
Virginia
$1.14M +$1.04M +11,297 New
NFGCM
1541
Norman Fields Gottscho Capital Management
New York
$1.14M +$127K +1,370 +14%
EGA
1542
E&G Advisors
Texas
$1.14M +$1.04M +11,228 New
LKIM
1543
Lawson Kroeker Investment Management
Nebraska
$1.13M -$32.4K -350 -3%
BFPW
1544
BOK Financial Private Wealth
Colorado
$1.13M
ICOM
1545
Investment Counselors of Maryland
Maryland
$1.13M
AWP
1546
Ascent Wealth Partners
New York
$1.13M +$1.03M +11,156 New
Two Sigma Advisers
1547
Two Sigma Advisers
New York
$1.13M -$8.77M -94,800 -89%
FGP
1548
Foyston, Gordon, & Payne
Ontario, Canada
$1.13M
TFO
1549
Tarbox Family Office
California
$1.11M +$1.02M +11,060 New
CL
1550
CIM LLC
New York
$1.11M -$6.93K -75 -0.7%

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.