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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
NA
1626
Nottingham Advisors
New York
$845K +$55.2K +554 +7%
PO
1627
Private Ocean
California
$844K +$1.1K +11 +0.1%
BB
1628
Bell Bank
North Dakota
$842K -$25.8K -259 -3%
ZF
1629
Zhang Financial
Michigan
$839K +$294K +2,954 +50%
Jane Street
1630
Jane Street
New York
$836K -$8.42M -84,531 -90%
SCM
1631
Steward Capital Management
Michigan
$836K
WCM
1632
Wealthcare Capital Management
Virginia
$831K +$11K +110 +1%
CL
1633
CIM LLC
New York
$830K -$27K -271 -3%
KIA
1634
Kopp Investment Advisors
Minnesota
$819K -$20.1K -202 -2%
BWM
1635
Baystate Wealth Management
Massachusetts
$816K +$132K +1,326 +18%
RCM
1636
RNC Capital Management
California
$815K -$778K -7,813 -47%
MCM
1637
Marathon Capital Management
Maryland
$810K -$99.3K -997 -10%
GJCM
1638
Grand Jean Capital Management
California
$806K -$641K -6,433 -43%
SCM
1639
SOL Capital Management
Maryland
$806K
MVA
1640
Mount Vernon Associates
Maryland
$804K -$19.9K -200 -2%
DA
1641
Dillon & Associates
Michigan
$803K -$398 -4 -0%
SLA
1642
Silver Lake Advisory
Utah
$793K +$7.47K +75 +0.9%
FIM
1643
Freedom Investment Management
Connecticut
$793K +$68.4K +687 +9%
SHWM
1644
Smith & Howard Wealth Management
Georgia
$792K +$100 +1 +0%
ZIG
1645
Zuckerman Investment Group
Illinois
$792K +$212K +2,128 +34%
HCM
1646
Hengehold Capital Management
Ohio
$790K +$29.1K +292 +4%
TIA
1647
Trust Investment Advisors
Indiana
$786K -$186K -1,866 -18%
IFS
1648
Ifrah Financial Services
Arkansas
$779K
DBT
1649
Dubuque Bank & Trust
Iowa
$778K -$566K -5,687 -41%
BBPWM
1650
Blue Bell Private Wealth Management
Pennsylvania
$772K

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.