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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
LCM
1576
Liberty Capital Management
Michigan
$1.02M
AAM
1577
Augustine Asset Management
Florida
$1.02M +$126K +1,261 +13%
BHA
1578
Beech Hill Advisors
New York
$1.01M
CPS
1579
Counsel Portfolio Services
Ontario, Canada
$1.01M +$39.8K +400 +4%
WFG
1580
Windsor Financial Group
Minnesota
$1M -$15.9K -160 -1%
HCP
1581
Holt Capital Partners
Texas
$991K +$62.6K +629 +6%
VWM
1582
Vector Wealth Management
Minnesota
$989K +$49.7K +499 +5%
FNBSF
1583
First National Bank Sioux Falls
South Dakota
$987K -$25.4K -255 -2%
AMG
1584
Asset Management Group
Connecticut
$987K -$9.76K -98 -0.9%
MPM
1585
Meritage Portfolio Management
Kansas
$984K -$8.66M -86,945 -89%
RCS
1586
Retirement Capital Strategies
California
$980K
AFIA
1587
America First Investment Advisors
Nebraska
$978K +$207K +2,079 +25%
RBCM
1588
Raub Brock Capital Management
California
$977K +$99.6K +1,000 +11%
WPIC
1589
White Pine Investment Company
Michigan
$976K -$2.99K -30 -0.3%
MCMT
1590
Moon Capital Management (Tennessee)
Tennessee
$970K -$1.2K -12 -0.1%
CCWA
1591
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$962K -$27.8K -279 -3%
WA
1592
Wheatland Advisors
Pennsylvania
$956K +$15.6K +157 +2%
PCMK
1593
Paragon Capital Management (Kansas)
Kansas
$951K +$34.9K +350 +4%
TRCT
1594
Tower Research Capital (TRC)
New York
$939K +$994K +9,980 New
KLWA
1595
Kelly Lawrence W & Associates
California
$934K -$9.96K -100 -1%
TIM
1596
Tortoise Investment Management
New York
$931K -$6.08K -61 -0.6%
MWM
1597
Merriman Wealth Management
Washington
$930K +$959K +9,627 New
RAM
1598
Roanoke Asset Management
New Jersey
$929K
FAM
1599
Fiduciary Asset Management
Missouri
$928K
HHGA
1600
Halbert Hargrove Global Advisors
California
$927K +$363K +3,641 +59%

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.