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ExxonMobil

1,765 hedge funds and large institutions have $187B invested in ExxonMobil in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 623 increasing their positions, 888 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

21% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $2.25B

0% more funds holding

Funds holding: 1,7591,765 (+6)

0.13% less ownership

Funds ownership: 49.76%49.63% (-0.13%)

6% less capital invested

Capital invested by funds: $200B → $187B (-$12.5B)

7% less funds holding in top 10

Funds holding in top 10: 730676 (-54)

30% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 888

Holders
1,765
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
57.21%
Holding in Top 10
676
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-7.4%
% of All Funds
21.91%
New
69
Increased
623
Reduced
888
Closed
46
Calls
$2.72B
Puts
$2.25B
Net Calls
+$469M
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
NCMG
1726
NCM Capital Management Group
North Carolina
$152K -$4.51K -50 -3%
Victory Capital Management
1727
Victory Capital Management
Texas
$140K +$147K +1,628 New
SFS
1728
Signator Financial Services
Massachusetts
$133K -$4.06K -45 -3%
MS
1729
Madison Scottsdale
Arizona
$129K
CCM
1730
Cutler Capital Management
Massachusetts
$128K +$134K +1,490 New
AIA
1731
AGF Investments America
Ontario, Canada
$112K
EMA
1732
Efficient Market Advisors
California
$110K
PFG
1733
Piershale Financial Group
Illinois
$108K
BCAM
1734
Boston Common Asset Management
Massachusetts
$105K -$9.02K -100 -8%
MUMSS
1735
Mitsubishi UFJ Morgan Stanley Securities
Japan
$102K -$60.4K -670 -36%
DSI
1736
Daiwa SB Investments
Japan
$99K -$2.56M -28,379 -96%
WCMN
1737
Westchester Capital Management (Nebraska)
Nebraska
$99K
AIB
1738
Allied Irish Banks
Ireland
$91K
JAM
1739
JCIC Asset Management
Ontario, Canada
$87K
PCM
1740
Prelude Capital Management
New York
$86K +$90.2K +1,000 New
TFMS
1741
Trust & Fiduciary Management Services
Massachusetts
$79K +$1.62K +18 +2%
PR
1742
Payden & Rygel
California
$74K
KIG
1743
Kessler Investment Group
Indiana
$69K +$71.9K +797 New
SFM
1744
Systematic Financial Management
New Jersey
$68K
LWA
1745
Lenox Wealth Advisors
New York
$63K -$20.6K -229 -24%
IMS
1746
Index Management Solutions
Pennsylvania
$62K +$64.5K +715 New
MMH
1747
Menora Mivtachim Holdings
Israel
$52K
ACM
1748
Aviance Capital Management
Florida
$49K +$51.1K +567 New
ST
1749
SpiderRock Trading
Illinois
$48K
TF
1750
Trutina Financial
Washington
$46K +$48.4K +537 New

XOM Hedge Fund Activity: Q3 2013 in Review

1,765 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2013, worth a combined $187B — down 6.2% from $200B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XOM positions and 46 closed out — a net gain of 23 holders — while 623 added to existing stakes and 888 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $797M. The largest seller was AllianceBernstein, cutting an estimated $599M.

  • 1,765 institutional investors held ExxonMobil (XOM) as of Q3 2013, up from 1,759 in Q2 2013.
  • Funds reported $187B of ExxonMobil stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 69 funds opened new ExxonMobil positions in Q3 2013 and 46 closed out, a net change of +23 holders.
  • The largest ExxonMobil buyer in Q3 2013 was Berkshire Hathaway, an estimated $797M added.
  • The largest ExxonMobil seller in Q3 2013 was AllianceBernstein, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2013.