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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
KCPG
1526
Kavar Capital Partners Group
Kansas
$1.24M -$17.1K -172 -1%
JG
1527
Jefferies Group
New York
$1.24M -$2.43M -24,391 -65%
EGA
1528
E&G Advisors
Texas
$1.23M +$299 +3 +0%
KC
1529
Kingfisher Capital
North Carolina
$1.22M +$20K +201 +2%
CK
1530
Cohen Klingenstein
New York
$1.22M
LKIM
1531
Lawson Kroeker Investment Management
Nebraska
$1.22M
NCM
1532
Nelson Capital Management
California
$1.22M -$9.96K -100 -0.8%
MC
1533
Mathes Company
New York
$1.21M -$8.96K -90 -0.7%
WMC
1534
Westwood Management Corporation
Illinois
$1.21M +$18.2K +183 +1%
PTC
1535
Philadelphia Trust Company
Pennsylvania
$1.21M -$24.9K -250 -2%
OSNBOA
1536
Old Second National Bank of Aurora
Illinois
$1.21M
CL
1537
CPWM LLC
Washington
$1.21M +$46.5K +467 +4%
SOAMC
1538
Spirit of America Management Corp
New York
$1.2M
MCM
1539
McKinley Capital Management
Alaska
$1.2M -$11.2M -112,870 -90%
CPA
1540
Cowen Prime Advisors
New York
$1.2M -$3.29K -33 -0.3%
AAM
1541
Autus Asset Management
Arizona
$1.19M +$13.4K +135 +1%
PMFA
1542
Plante Moran Financial Advisors
Michigan
$1.19M +$72.7K +730 +6%
SEC
1543
Seven Eight Capital
New York
$1.19M +$408K +4,100 +48%
CRC
1544
Curi RMB Capital
Illinois
$1.18M -$119K -1,191 -9%
CD
1545
Carl Domino
Florida
$1.17M -$35K -351 -3%
GI
1546
Gradient Investments
Minnesota
$1.16M -$2.34M -23,535 -66%
GVT
1547
Genesee Valley Trust
New York
$1.16M +$16.5K +166 +1%
PG
1548
Proffitt & Goodson
Tennessee
$1.14M -$141K -1,415 -10%
ACI
1549
Alpha Cubed Investments
California
$1.14M -$52K -522 -4%
ECM
1550
EagleClaw Capital Management
Massachusetts
$1.13M

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.