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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
HL
151
Harding Loevner
New Jersey
$178M +$5.9M +63,851 +4%
ASRS
152
Arizona State Retirement System
Arizona
$177M -$5.49M -59,400 -3%
BTS
153
BB&T Securities
Virginia
$174M +$592K +6,408 +4%
HCM
154
Herndon Capital Management
Georgia
$173M -$14M -150,913 -8%
CCMH
155
Cornerstone Capital Management Holdings
New York
$171M -$12.1M -130,702 -7%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$168M -$2.4M -25,976 -2%
EA
157
Euclid Advisors
Connecticut
$165M -$1.7M -18,410 -1%
Public Sector Pension Investment Board (PSP Investments)
158
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$164M +$14.6M +157,500 +11%
WHG
159
Westwood Holdings Group
Texas
$162M +$6.67M +72,094 +5%
Loomis, Sayles & Company
160
Loomis, Sayles & Company
Massachusetts
$162M +$36.6M +395,372 +33%
FCAM
161
F&C Asset Management
United Kingdom
$162M -$4.59M -49,686 -3%
CA
162
Commerzbank Aktiengesellschaft
Germany
$161M -$44.8M -484,761 -22%
USSCPF
163
United States Steel & Carnegie Pension Fund
New York
$161M
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$160M +$43.2M +467,199 +42%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$158M +$156K +1,690 +0.1%
TSU
166
TD Securities (USA)
New York
$156M +$3.16M +34,210 +2%
O
167
OppenheimerFunds
New York
$155M +$33.8M +365,290 +31%
ANRF
168
Adams Natural Resources Fund
Maryland
$150M
EAM
169
Edge Asset Management
Washington
$149M -$114M -1,237,543 -46%
NTCOC
170
Northern Trust Company of Connecticut
Connecticut
$146M +$1.61M +17,443 +1%
PSI
171
Pinnacle Summer Investments
Virginia
$143M +$55.5M +600,105 +74%
SG Americas Securities
172
SG Americas Securities
New York
$142M -$58.3M -630,795 -31%
NAMA
173
Nikko Asset Management Americas
New York
$139M -$25.7M -277,500 -17%
SC
174
Stralem & Co
New York
$137M -$8.62M -93,208 -6%
IGIM
175
I.G. Investment Management
Manitoba, Canada
$136M +$37.8M +408,747 +44%

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.