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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
PFC
1601
Poplar Forest Capital
California
$475K
SCG
1602
Strategic Capital Group
Washington
$473K
FIM
1603
Freedom Investment Management
Connecticut
$470K +$53.6K +595 +12%
AAMU
1604
AEGON Asset Management (UK)
United Kingdom
$466K -$44.4K -492 -8%
EVC
1605
Eidelman Virant Capital
Missouri
$465K +$18K +200 +4%
MIM
1606
Midwest Investment Management
Ohio
$451K +$112K +1,246 +31%
AL
1607
Aspiriant LLC
California
$437K +$111K +1,228 +32%
BC
1608
Bruce & Co
Illinois
$435K
FGA
1609
Flood Gamble Associates
New York
$435K
AI
1610
ArchPoint Investors
Florida
$435K +$24.3K +270 +6%
KAM
1611
Keeley Asset Management
Illinois
$433K +$16.9K +187 +4%
KIM
1612
Karpus Investment Management
New York
$432K -$12.6K -140 -3%
SIG
1613
Schaller Investment Group
North Carolina
$431K
CFA
1614
Camarda Financial Advisors
Florida
$430K -$9.02K -100 -2%
CAS
1615
CTC Alternative Strategies
Illinois
$427K -$3.5M -38,840 -89%
SJIC
1616
St. James Investment Company
Texas
$426K +$50.3K +558 +13%
SGH
1617
Schonfeld Group Holdings
New York
$425K +$445K +4,936 New
RP
1618
Riverbridge Partners
Minnesota
$424K -$78.7K -873 -15%
GAM
1619
Garrison Asset Management
Arkansas
$424K -$9.47K -105 -2%
FWSM
1620
First Wilshire Securities Management
California
$423K +$11.3K +125 +3%
WA
1621
WESPAC Advisors
California
$422K -$1.08M -12,020 -71%
SRC
1622
Stone Run Capital
New York
$421K -$18K -200 -4%
DBG
1623
De Burlo Group
Massachusetts
$418K -$45.1K -500 -9%
JIM
1624
Jensen Investment Management
Oregon
$416K -$77.9K -864 -15%
AW
1625
Alpha Windward
Massachusetts
$415K -$270 -3 -0.1%

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.