We are live on ! Find out more
XOM icon

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
FCB
1701
First Citizens Bancorporation
South Carolina
$598K -$65.1K -654 -9%
WPW
1702
Waldron Private Wealth
Pennsylvania
$596K +$5.08K +51 +0.8%
OC
1703
Oppenheimer & Close
New York
$593K
GC
1704
Garde Capital
Washington
$587K
BRWM
1705
B. Riley Wealth Management
Tennessee
$586K +$40.5K +407 +7%
FI
1706
FCM Investments
Texas
$583K
LG
1707
LaFleur & Godfrey
Michigan
$574K
BP
1708
BBR Partners
New York
$573K -$43.1K -433 -7%
BCM
1709
Brookmont Capital Management
Texas
$571K +$7.17K +72 +1%
SFSIG
1710
San Francisco Sentry Investment Group
California
$569K
WCA
1711
Westover Capital Advisors
Delaware
$566K -$232K -2,329 -28%
ACM
1712
Alta Capital Management
Utah
$564K +$6.97K +70 +1%
ACM
1713
Apex Capital Management
Ohio
$563K +$3.39K +34 +0.6%
AL
1714
Aspiriant LLC
California
$558K +$13.3K +134 +2%
NIM
1715
Nexus Investment Management
Ontario, Canada
$555K
KL
1716
Kinsight LLC
Alabama
$545K +$15K +151 +3%
SIC
1717
Shoker Investment Counsel
Ohio
$544K -$129K -1,291 -18%
HIS
1718
Horizon Investment Services
Indiana
$544K +$13.9K +140 +2%
DAS
1719
Dynamic Advisor Solutions
Arizona
$542K -$1.15M -11,563 -67%
RSS
1720
Rosenblum Silverman Sutton
California
$541K +$299 +3 +0.1%
HCM
1721
Highlander Capital Management
New Jersey
$540K +$199 +2 +0%
PBT
1722
Pictet Bank & Trust
Bahamas
$534K +$299K +3,000 +112%
OC
1723
Oakworth Capital
Alabama
$533K
BGDI
1724
BW Gestao de Investimentos
Brazil
$531K -$35.5K -356 -6%
Manulife (Manufacturers Life Insurance)
1725
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$529K -$4.4M -44,183 -0.8%

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.