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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
EWP
1751
Edmunds White Partners
Virginia
$45K +$23.9K +265 +102%
GXMC
1752
Global X Management Company
New York
$44K -$10.7K -119 -19%
CRCP
1753
Copper Rock Capital Partners
Massachusetts
$41K
UB
1754
UMB Bank
Missouri
$40.2K -$1.84M -20,433 -4%
YL
1755
YCG LLC
Texas
$37K
SMA
1756
Simply Money Advisors
Ohio
$26K -$390K -4,328 -94%
AA
1757
Alta Advisers
United Kingdom
$25K -$14.5K -161 -36%
TCM
1758
Tributary Capital Management
Nebraska
$22K -$6.87M -76,200 -100%
EFS
1759
Essex Financial Services
Connecticut
$17.1K -$1.42M -15,696 -7%
EU
1760
Emory University
Georgia
$16K
PFO
1761
Pathstone Family Office
New Jersey
$15K -$64.6K -717 -83%
ACM
1762
Antonetti Capital Management
Florida
$11K
MIM
1763
Macroview Investment Management
Maryland
$9K -$2.16K -24 -19%
CCT
1764
Capital City Trust
Florida
$5.39K +$102K +1,126 +2%
CAM
1765
ClariVest Asset Management
California
$4K -$653K -7,242 -99%
FPCG
1766
Fort Pitt Capital Group
Pennsylvania
$3.79K -$361 -4 -8%
MAM
1767
Meeder Asset Management
Ohio
$3K -$59.1K -655 -95%
TCA
1768
Tortoise Capital Advisors
Kansas
$2K -$1.47M -16,308 -100%
CPS
1769
Counsel Portfolio Services
Ontario, Canada
$843 +$225K +2,500 +34%
ICM
1770
IronBridge Capital Management
Illinois
-$111M -1,231,904 Closed
NMERB
1771
New Mexico Educational Retirement Board
New Mexico
-$64.4M -712,480 Closed
MAM
1772
Marketfield Asset Management
New York
-$63.3M -701,060 Closed
TIM
1773
Thornburg Investment Management
New Mexico
-$59.2M -655,316 Closed
PIM
1774
Profit Investment Management
Maryland
-$37.4M -414,486 Closed
DSA
1775
Davis Selected Advisers
Arizona
-$18.8M -207,826 Closed

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.