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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
TFA
1676
Toth Financial Advisory
Virginia
$664K +$10.1K +101 +1%
MSTVIM
1677
Messner & Smith Theme Value Investment Management
California
$660K
GCM
1678
Grisanti Capital Management
New York
$658K
AIM
1679
Allen Investment Management
New York
$658K +$696K +6,991 New
ICOM
1680
Investment Counselors of Maryland
Maryland
$656K
SRC
1681
Stone Run Capital
New York
$655K
SCP
1682
Sandhill Capital Partners
New York
$653K +$237K +2,377 +52%
JRP
1683
Jasper Ridge Partners
California
$651K -$2.17M -21,832 -76%
NYLT
1684
New York Life Trust
New York
$648K +$170K +1,703 +33%
NIMC
1685
NWQ Investment Management Company
California
$647K -$24.4K -245 -3%
BOIA
1686
Bush ODonnell Investment Advisors
Missouri
$646K
AAS
1687
Annex Advisory Services
Wisconsin
$643K +$127K +1,280 +23%
SAM
1688
Shikiar Asset Management
New York
$640K -$89.5K -899 -12%
HCM
1689
Hilton Capital Management
New York
$637K
PAM
1690
Premier Asset Management
Illinois
$630K -$49.8K -500 -7%
MIM
1691
Miller Investment Management
Pennsylvania
$628K
First Eagle Investment Management
1692
First Eagle Investment Management
New York
$623K
PAS
1693
Partnervest Advisory Services
California
$620K -$141K -1,416 -18%
RPGK
1694
Retirement Planning Group (Kansas)
Kansas
$616K
MAP
1695
Managed Asset Portfolios
Michigan
$614K +$52.1K +523 +9%
JT
1696
Jump Trading
Illinois
$612K +$190K +1,908 +41%
SIC
1697
SFE Investment Counsel
California
$611K
MA
1698
MCF Advisors
Kentucky
$610K -$9.56K -96 -2%
AFG
1699
Arkansas Financial Group
Arkansas
$607K -$6.47K -65 -1%
WGCA
1700
Wolf Group Capital Advisors
Virginia
$606K

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.