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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
BA
1726
Bennicas & Associates
California
$476K -$92.5K -1,000 -18%
SFG
1727
Sather Financial Group
Texas
$476K +$277 +3 +0.1%
QT
1728
Quantbot Technologies
New York
$475K -$414K -4,482 -49%
EBSAM
1729
Eubel Brady & Suttman Asset Management
Ohio
$473K +$79.3K +858 +23%
PA
1730
Parkside Advisors
California
$473K +$432K +4,677 New
LC
1731
Lubar & Co
Wisconsin
$470K
RBCM
1732
Raub Brock Capital Management
California
$469K
SMU
1733
Signet Management USA
Virginia
$466K +$425K +4,600 New
DBG
1734
De Burlo Group
Massachusetts
$461K -$27.7K -300 -6%
NEPWA
1735
New England Private Wealth Advisors
Massachusetts
$459K +$51.5K +557 +14%
PCM
1736
Palouse Capital Management
Washington
$448K
TAM
1737
Trillium Asset Management
Massachusetts
$447K -$147K -1,585 -26%
HCM
1738
Heathbridge Capital Management
Ontario, Canada
$446K -$18.5K -200 -4%
CCM
1739
Carderock Capital Management
Maryland
$438K -$6.29K -68 -2%
VCP
1740
Vista Capital Partners
Oregon
$431K
NAM
1741
Nichols Asset Management
Massachusetts
$430K
BHA
1742
Beech Hill Advisors
New York
$429K
FBT
1743
Founders Bank & Trust
Michigan
$429K +$37.7K +408 +9%
CWM
1744
Cranbrook Wealth Management
Michigan
$424K +$388K +4,191 New
SJL
1745
Shayne & Jacobs LLC
Tennessee
$413K +$9.25K +100 +3%
CP
1746
Corbenic Partners
Pennsylvania
$407K -$43.5K -470 -10%
DFIM
1747
Detwiler Fenton Investment Management
Massachusetts
$405K -$9.25K -100 -2%
AAIM
1748
American Assets Investment Management
California
$405K
KJHP
1749
K.J. Harrison & Partners
Ontario, Canada
$404K
VA
1750
Valmark Advisers
Ohio
$404K +$86.4K +934 +31%

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.