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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
NCM
1626
Noesis Capital Mangement
Florida
$802K -$36.9K -399 -5%
ACM
1627
Advisors Capital Management
New Jersey
$798K -$65.3K -706 -8%
ODCM
1628
Old Dominion Capital Management
Virginia
$793K -$63.1K -682 -8%
HCM
1629
Hengehold Capital Management
Ohio
$777K +$4.81K +52 +0.7%
IWC
1630
Integrated Wealth Counsel
California
$776K -$58.3K -630 -8%
HF
1631
Hoxton Financial
West Virginia
$768K +$96.6K +1,045 +16%
CCM
1632
Carlson Capital Management
Minnesota
$764K -$62.9K -680 -8%
TI
1633
Truepoint Inc
Ohio
$761K -$310K -3,351 -31%
BP
1634
BBR Partners
New York
$758K -$458K -4,958 -40%
TC
1635
Telemus Capital
Michigan
$756K -$161K -1,744 -19%
BO
1636
BRR OpCo
Ohio
$755K -$299K -3,232 -30%
NHFG
1637
New Harbor Financial Group
Massachusetts
$754K -$86.8K -939 -11%
G
1638
GlobalBridge
Minnesota
$747K -$43.6K -472 -6%
AI
1639
Accredited Investors
Minnesota
$740K +$39.9K +432 +6%
WCBA
1640
Weaver C. Barksdale & Associates
Tennessee
$738K
BOIA
1641
Bush ODonnell Investment Advisors
Missouri
$736K -$1.23M -13,355 -65%
NES
1642
New England Securities
New York
$735K -$38.1K -412 -5%
HCM
1643
Hilton Capital Management
New York
$735K -$31.9K -345 -5%
NGA
1644
Naples Global Advisors
Florida
$732K +$668K +7,229 New
GCC
1645
Guardian Capital (Canada)
Ontario, Canada
$728K -$36K -389 -5%
TFA
1646
Toth Financial Advisory
Virginia
$721K +$4.72K +51 +0.7%
FI
1647
FCM Investments
Texas
$714K
NIMC
1648
NWQ Investment Management Company
California
$713K -$26.8K -290 -4%
MSTVIM
1649
Messner & Smith Theme Value Investment Management
California
$711K
AWA
1650
ARS Wealth Advisors
Florida
$711K +$650K +7,028 New

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.