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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
GIM
1651
Guild Investment Management
California
$708K +$647K +7,000 New
SIC
1652
Shoker Investment Counsel
Ohio
$705K +$644K +6,965 New
AIA
1653
Arbor Investment Advisors
North Carolina
$699K +$42.2K +456 +7%
DOA
1654
D'Orazio & Associates
Virginia
$697K +$637K +6,884 New
CCS
1655
Crosspoint Capital Strategies
California
$696K +$667K +7,209 New
SFG
1656
SNS Financial Group
Minnesota
$693K +$31K +335 +5%
HHGA
1657
Halbert Hargrove Global Advisors
California
$685K -$189K -2,043 -23%
NYLT
1658
New York Life Trust
New York
$685K -$1.57K -17 -0.3%
First Eagle Investment Management
1659
First Eagle Investment Management
New York
$671K
AFG
1660
Arkansas Financial Group
Arkansas
$667K +$610K +6,595 New
RPGK
1661
Retirement Planning Group (Kansas)
Kansas
$663K -$84.1K -910 -12%
EIM
1662
Essex Investment Management
Massachusetts
$663K +$69.1K +747 +13%
FIM
1663
Freedom Investment Management
Connecticut
$663K +$100K +1,083 +20%
WGCA
1664
Wolf Group Capital Advisors
Virginia
$662K +$605K +6,540 New
BCM
1665
Brookmont Capital Management
Texas
$658K
SIC
1666
SFE Investment Counsel
California
$657K -$13.4K -145 -2%
SFSIG
1667
San Francisco Sentry Investment Group
California
$657K
ACM
1668
Alta Capital Management
Utah
$654K -$12.9K -139 -2%
MAP
1669
Managed Asset Portfolios
Michigan
$653K +$597K +6,452 New
RSS
1670
Rosenblum Silverman Sutton
California
$647K +$72.2K +781 +14%
BCA
1671
Bernzott Capital Advisors
California
$645K
GCM
1672
Grisanti Capital Management
New York
$638K -$4.81K -52 -0.8%
OC
1673
Oppenheimer & Close
New York
$638K
BCM
1674
BBT Capital Management
Texas
$633K
ZIG
1675
Zuckerman Investment Group
Illinois
$626K +$23.7K +256 +4%

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.