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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
PMFA
1626
Plante Moran Financial Advisors
Michigan
$415K +$73.7K +818 +20%
HCM
1627
Heathbridge Capital Management
Ontario, Canada
$407K
CG
1628
Colony Group
Massachusetts
$404K -$235K -2,610 -36%
SFG
1629
Sather Financial Group
Texas
$404K +$180 +2 +0%
RBCM
1630
Raub Brock Capital Management
California
$399K
LC
1631
Lubar & Co
Wisconsin
$399K +$165K +1,828 +65%
ST
1632
Spot Trading
Illinois
$398K -$21M -232,922 -98%
BCMU
1633
BlueCrest Capital Management (UK)
Guernsey
$396K +$415K +4,600 New
BC
1634
Barnett & Company
Tennessee
$393K +$9.65K +107 +2%
CP
1635
Corbenic Partners
Pennsylvania
$387K -$1.3M -14,439 -76%
PCM
1636
Palouse Capital Management
Washington
$381K +$45.1K +500 +13%
CCM
1637
Carderock Capital Management
Maryland
$378K +$38.1K +423 +11%
FBT
1638
Founders Bank & Trust
Michigan
$376K +$7.57K +84 +2%
GA
1639
Geller Advisors
New York
$370K
JT
1640
Jump Trading
Illinois
$370K +$148K +1,645 +62%
VCP
1641
Vista Capital Partners
Oregon
$366K +$13.5K +150 +4%
BHA
1642
Beech Hill Advisors
New York
$365K
NAM
1643
Nichols Asset Management
Massachusetts
$365K
KA
1644
Kovack Advisors
Florida
$365K +$902 +10 +0.2%
SCP
1645
Sandhill Capital Partners
New York
$361K -$40.1K -445 -10%
HIS
1646
Horizon Investment Services
Indiana
$358K -$2.37M -26,253 -86%
DFIM
1647
Detwiler Fenton Investment Management
Massachusetts
$353K
TCM
1648
TD Capital Management
Tennessee
$349K +$721 +8 +0.2%
AAIM
1649
American Assets Investment Management
California
$344K
SJL
1650
Shayne & Jacobs LLC
Tennessee
$343K

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.