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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
CL
1576
CPWM LLC
Washington
$1M -$15.6K -169 -2%
CFA
1577
Capstone Financial Advisors
Illinois
$1M +$914K +9,883 New
FAM
1578
Fiduciary Asset Management
Missouri
$999K -$1.22M -13,167 -57%
FC
1579
Farley Capital
New York
$981K
WCM
1580
Windsor Capital Management
Arizona
$966K +$39.3K +425 +5%
BMM
1581
Berkshire Money Management
Massachusetts
$965K +$56K +606 +7%
AMG
1582
Asset Management Group
Connecticut
$962K +$135K +1,457 +18%
CCM
1583
Coldstream Capital Management
Washington
$924K -$28.8K -312 -3%
AC
1584
Addison Capital
Pennsylvania
$923K +$843K +9,119 New
WMSA
1585
Weiss Multi-Strategy Advisers
New York
$921K +$179K +1,940 +27%
ACI
1586
Advance Capital I
Michigan
$918K
MWNA
1587
Marshall Wace North America
New York
$916K -$370K -3,997 -31%
WFG
1588
Windsor Financial Group
Minnesota
$914K
SCM
1589
Steward Capital Management
Michigan
$912K
KIA
1590
Kopp Investment Advisors
Minnesota
$909K -$42.8K -463 -5%
KF
1591
Kopp Funds
Wisconsin
$909K +$831K +8,983 New
PO
1592
Private Ocean
California
$907K +$829K +8,964 New
MVA
1593
Mount Vernon Associates
Maryland
$900K -$3.05K -33 -0.4%
DA
1594
Dillon & Associates
Michigan
$894K
WA
1595
WESPAC Advisors
California
$890K +$360K +3,891 +79%
FA
1596
Financial Advantage
Maryland
$887K +$92 +1 +0%
SHWM
1597
Smith & Howard Wealth Management
Georgia
$886K +$2.59K +28 +0.3%
EWM
1598
Evermay Wealth Management
Virginia
$881K +$805K +8,703 New
SFI
1599
SPC Financial Inc
Maryland
$873K +$22.4K +242 +3%
MWP
1600
Moller Wealth Partners
$871K +$1.11K +12 +0.1%

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.