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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
AIP
1551
ARS Investment Partners
New York
$1.1M -$139K -1,503 -12%
GC
1552
Grace Capital
Massachusetts
$1.1M +$6.47K +70 +0.6%
MCMT
1553
Moon Capital Management (Tennessee)
Tennessee
$1.09M +$185 +2 +0%
MCM
1554
Marathon Capital Management
Maryland
$1.09M +$42K +454 +4%
VWM
1555
Vector Wealth Management
Minnesota
$1.08M -$117K -1,270 -11%
FM
1556
Forward Management
California
$1.08M +$427K +4,613 +76%
AIC
1557
Atlantic Investment Company
Georgia
$1.07M +$9.25K +100 +1%
NC
1558
NBW Capital
Massachusetts
$1.07M -$8.14K -88 -0.8%
KLWA
1559
Kelly Lawrence W & Associates
California
$1.06M
RCS
1560
Retirement Capital Strategies
California
$1.05M +$963K +10,418 New
WPIC
1561
White Pine Investment Company
Michigan
$1.05M +$61K +660 +7%
HMS
1562
Hanseatic Management Services
New Mexico
$1.04M +$949K +10,260 New
CCM
1563
Copeland Capital Management
Pennsylvania
$1.03M
RAM
1564
Roanoke Asset Management
New Jersey
$1.03M
HCP
1565
Holt Capital Partners
Texas
$1.03M +$939K +10,155 New
WA
1566
Wheatland Advisors
Pennsylvania
$1.02M +$935K +10,113 New
TIM
1567
Tortoise Investment Management
New York
$1.02M -$61.4K -664 -6%
GAM
1568
Gotham Asset Management
New York
$1.02M -$1.66M -17,938 -64%
JG
1569
Jefferies Group
New York
$1.02M -$941K -10,172 -50%
GA
1570
Gateway Advisory
New Jersey
$1.02M +$928K +10,037 New
PRHC
1571
P.R. Herzig & Co
New York
$1.01M +$361K +3,900 +64%
PCM
1572
Perritt Capital Management
Illinois
$1.01M -$3.7K -40 -0.4%
PCMK
1573
Paragon Capital Management (Kansas)
Kansas
$1.01M -$4.62K -50 -0.5%
HTI
1574
Hikari Tsushin Inc
Japan
$1M +$915K +9,900 New
RL
1575
Ruffer LLP
United Kingdom
$1M -$52.7K -570 -5%

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.