We are live on ! Find out more
XOM icon

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
FCB
1601
First Citizens Bancorporation
South Carolina
$869K -$39.9K -432 -5%
WCM
1602
Wealthcare Capital Management
Virginia
$859K +$206K +2,228 +36%
SCM
1603
SOL Capital Management
Maryland
$857K -$46.4K -502 -6%
SCM
1604
Southport Capital Management
Tennessee
$855K +$6.47K +70 +0.8%
PAS
1605
Partnervest Advisory Services
California
$853K +$121K +1,314 +18%
DSN
1606
D. Scott Neal
Kentucky
$851K +$777K +8,407 New
SAM
1607
Shikiar Asset Management
New York
$850K
NA
1608
Nottingham Advisors
New York
$848K -$15.6K -169 -2%
WCA
1609
Westover Capital Advisors
Delaware
$848K
SRC
1610
Stone Run Capital
New York
$846K +$320K +3,466 +71%
AFIA
1611
America First Investment Advisors
Nebraska
$844K
HCA
1612
Harbour Capital Advisors
Virginia
$844K +$69.3K +750 +10%
IFS
1613
Ifrah Financial Services
Arkansas
$841K +$769K +8,312 New
MAM
1614
Mizuho Asset Management
Japan
$839K -$47K -508 -6%
HS
1615
Huntington Steele
Pennsylvania
$836K -$23.1K -250 -3%
GGPS
1616
Gary Goldberg Planning Services
New York
$833K -$34.7K -375 -4%
QIM
1617
Quest Investment Management
Oregon
$830K
BBPWM
1618
Blue Bell Private Wealth Management
Pennsylvania
$830K +$759K +8,205 New
SLA
1619
Silver Lake Advisory
Utah
$828K +$757K +8,187 New
Parallax Volatility Advisers
1620
Parallax Volatility Advisers
California
$820K -$25.5M -276,266 -97%
TRCT
1621
Tower Research Capital (TRC)
New York
$816K -$9.28M -100,365 -93%
KPCM
1622
Kings Point Capital Management
New York
$814K +$925 +10 +0.1%
GDF
1623
Graham & Dodd Fund
New York
$813K +$184K +1,987 +33%
LIA
1624
LBMC Investment Advisors
Tennessee
$806K -$2.77K -30 -0.4%
CCB
1625
Cutter & Co Brokerage
Missouri
$802K -$127K -1,375 -15%

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.