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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
AAS
1576
Annex Advisory Services
Wisconsin
$550K +$98.4K +1,091 +21%
BCA
1577
Bernzott Capital Advisors
California
$549K +$99.2K +1,100 +21%
GCM
1578
Grisanti Capital Management
New York
$547K
OC
1579
Oppenheimer & Close
New York
$542K +$568K +6,300 New
WCM
1580
Wealthcare Capital Management
Virginia
$539K
BCM
1581
BBT Capital Management
Texas
$538K -$15.4M -170,372 -96%
PRHC
1582
P.R. Herzig & Co
New York
$526K +$290K +3,215 +111%
FM
1583
Forward Management
California
$524K -$3.15K -35 -0.6%
TSBJ
1584
Trevor, Stewart, Burton & Jacobsen
New York
$521K
GDF
1585
Graham & Dodd Fund
New York
$520K -$230K -2,549 -30%
LG
1586
LaFleur & Godfrey
Michigan
$519K
TAM
1587
Trillium Asset Management
Massachusetts
$517K +$197K +2,187 +57%
ZIG
1588
Zuckerman Investment Group
Illinois
$510K
ZF
1589
Zhang Financial
Michigan
$506K +$57.1K +633 +12%
EIM
1590
Essex Investment Management
Massachusetts
$499K -$167K -1,848 -24%
Manulife (Manufacturers Life Insurance)
1591
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$497K -$39.8M -441,165 -7%
HCM
1592
Highlander Capital Management
New Jersey
$493K -$11.5K -128 -2%
BCM
1593
Brown Capital Management
Maryland
$491K
CL
1594
Croft-Leominster
Maryland
$491K
BA
1595
Bennicas & Associates
California
$490K -$12.2K -135 -2%
HCM
1596
Hamlin Capital Management
New York
$490K +$215K +2,380 +72%
CG
1597
Clinton Group
New York
$488K +$512K +5,674 New
KL
1598
Kinsight LLC
Alabama
$486K -$1.08K -12 -0.2%
RSS
1599
Rosenblum Silverman Sutton
California
$483K +$506K +5,612 New
UBV
1600
United Bank (Virginia)
Virginia
$476K +$23.4K +260 +5%

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.