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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
QIM
1651
Quest Investment Management
Oregon
$771K
HS
1652
Huntington Steele
Pennsylvania
$767K -$30.9K -310 -4%
NEPWA
1653
New England Private Wealth Advisors
Massachusetts
$752K +$139K +1,393 +21%
UAS
1654
United Asset Strategies
New York
$751K -$99K -994 -11%
MWP
1655
Moller Wealth Partners
$751K -$92K -924 -10%
SKK
1656
Shepherd Kaplan Krochuk
Massachusetts
$742K
SCM
1657
Southport Capital Management
Tennessee
$741K -$19.7K -198 -2%
LIA
1658
LBMC Investment Advisors
Tennessee
$735K +$226K +2,269 +41%
DIP
1659
DT Investment Partners
Pennsylvania
$732K +$301K +3,025 +64%
IA
1660
IndexIQ Advisors
New York
$732K +$467K +4,690 +151%
RWM
1661
RKL Wealth Management
Pennsylvania
$730K +$287K +2,880 +59%
CFA
1662
Capstone Financial Advisors
Illinois
$728K -$90.1K -905 -10%
TI
1663
Truepoint Inc
Ohio
$720K -$81.5K -818 -10%
CCB
1664
Cutter & Co Brokerage
Missouri
$717K +$14.9K +150 +2%
ACM
1665
Aviance Capital Management
Florida
$715K -$27.2K -273 -3%
TC
1666
Telemus Capital
Michigan
$698K -$23.2K -233 -3%
CCM
1667
Copeland Capital Management
Pennsylvania
$697K -$192K -1,932 -21%
KPCM
1668
Kings Point Capital Management
New York
$688K -$9.96K -100 -1%
ACM
1669
Argent Capital Management
Missouri
$687K -$6.84M -68,676 -90%
IMAS
1670
ID Management A/S
Denmark
$687K +$727K +7,300 New
WCBA
1671
Weaver C. Barksdale & Associates
Tennessee
$686K
GSC
1672
Ground Swell Capital
South Carolina
$681K +$239K +2,400 +50%
RIA
1673
Regal Investment Advisors
Michigan
$670K +$38.3K +385 +6%
SRCM
1674
Swift Run Capital Management
Virginia
$668K +$131K +1,320 +23%
CS
1675
Credential Securities
$667K +$44.4K +446 +7%

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.