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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
BFPW
1601
BOK Financial Private Wealth
Colorado
$925K
AIC
1602
Atlantic Investment Company
Georgia
$924K -$976K -9,802 Closed
AI
1603
Accredited Investors
Minnesota
$924K -$10.3K -103 -1%
CRM
1604
Cramer Rosenthal McGlynn
Connecticut
$917K -$448K -4,500 -32%
RAM
1605
Riggs Asset Management
Pennsylvania
$915K +$2.49K +25 +0.3%
CYG
1606
Clean Yield Group
Vermont
$914K -$127K -1,274 -12%
CCM
1607
Carlson Capital Management
Minnesota
$907K +$139K +1,394 +17%
KA
1608
Kovack Advisors
Florida
$906K +$480K +4,821 +100%
PRHC
1609
P.R. Herzig & Co
New York
$902K -$169K -1,700 -15%
WA
1610
WESPAC Advisors
California
$898K +$449K +4,511 +90%
PIM
1611
Parasol Investment Management
Illinois
$888K +$198K +1,987 +27%
Rafferty Asset Management
1612
Rafferty Asset Management
New York
$882K +$355K +3,566 +61%
FA
1613
Financial Advantage
Maryland
$881K
AIP
1614
ARS Investment Partners
New York
$879K
FWCM
1615
First Western Capital Management
California
$877K +$929K +9,328 New
PCM
1616
Perritt Capital Management
Illinois
$874K -$996 -10 -0.1%
AWA
1617
ARS Wealth Advisors
Florida
$872K -$40K -402 -4%
BMM
1618
Berkshire Money Management
Massachusetts
$871K +$19.9K +200 +2%
LYV
1619
Live Your Vision
Pennsylvania
$870K -$4.98K -50 -0.5%
JAFL
1620
Jay A. Fishman Ltd
Michigan
$866K -$219K -2,200 -19%
CMANY
1621
Capital Management Associates (New York)
New York
$861K
WCM
1622
Windsor Capital Management
Arizona
$856K -$40.7K -409 -4%
DSN
1623
D. Scott Neal
Kentucky
$851K -$4.78K -48 -0.5%
TFO
1624
Tarbox Family Office
California
$847K +$208K +2,091 +30%
B
1625
Bellecapital
Switzerland
$846K -$349K -3,500 -28%

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.