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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
AI
1701
ArchPoint Investors
Florida
$549K +$34.2K +370 +7%
EVC
1702
Eidelman Virant Capital
Missouri
$546K
Manulife (Manufacturers Life Insurance)
1703
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$542K -$163M -1,768,183 -31%
PNAA
1704
Pictet North America Advisors
Switzerland
$535K +$489K +5,285 New
MA
1705
MCF Advisors
Kentucky
$533K -$72.7K -786 -13%
DIP
1706
DT Investment Partners
Pennsylvania
$525K +$120K +1,296 +33%
BC
1707
Bruce & Co
Illinois
$524K
UAS
1708
United Asset Strategies
New York
$524K +$479K +5,178 New
AWA
1709
Arete Wealth Advisors
Illinois
$513K +$470K +5,079 New
KAM
1710
Keeley Asset Management
Illinois
$510K
KIM
1711
Karpus Investment Management
New York
$508K
SIG
1712
Schaller Investment Group
North Carolina
$507K
WPW
1713
Waldron Private Wealth
Pennsylvania
$505K +$461K +4,990 New
AL
1714
Aspiriant LLC
California
$503K -$10.4K -113 -2%
GAM
1715
Garrison Asset Management
Arkansas
$502K +$3.14K +34 +0.7%
SCP
1716
Sandhill Capital Partners
New York
$501K +$69.1K +747 +18%
RP
1717
Riverbridge Partners
Minnesota
$499K +$92 +1 +0%
PG
1718
Portola Group
California
$499K +$208K +2,250 +84%
FWSM
1719
First Wilshire Securities Management
California
$497K
FGA
1720
Flood Gamble Associates
New York
$491K
HIS
1721
Horizon Investment Services
Indiana
$488K +$61K +660 +16%
AW
1722
Alpha Windward
Massachusetts
$485K -$2.03K -22 -0.5%
IPC
1723
Independent Portfolio Consultants
Florida
$481K +$151K +1,635 +52%
BCM
1724
Brown Capital Management
Maryland
$477K -$91.1K -985 -17%
NBC
1725
Neuberger Berman Canada
Ontario, Canada
$476K -$434K -4,690 -50%

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.