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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
AC
1751
Avenir Corporation
Virginia
$400K
CAL
1752
Capital Advisors Ltd
Ohio
$397K +$363K +3,927 New
WHI
1753
William Harris Investors
Illinois
$395K
RIA
1754
Regal Investment Advisors
Michigan
$392K -$545K -5,898 -60%
BC
1755
Barnett & Company
Tennessee
$392K -$64.1K -693 -15%
MAS
1756
Madden Advisory Services
Florida
$388K -$465K -5,030 -57%
KA
1757
Kovack Advisors
Florida
$388K -$37.4K -405 -10%
ACM
1758
Avalon Capital Management
California
$387K +$36.9K +399 +12%
SAMT
1759
Select Asset Management & Trust
Pennsylvania
$386K +$353K +3,815 New
WA
1760
Winfield Associates
Ohio
$383K +$350K +3,783 New
GOCM
1761
Grey Owl Capital Management
Virginia
$383K +$350K +3,786 New
AR
1762
Advisory Research
Illinois
$380K -$577K -6,239 -62%
PM
1763
Penbrook Management
New York
$378K +$345K +3,735 New
MSU
1764
Maple Securities USA
New Jersey
$365K -$4.51M -48,777 -93%
CAW
1765
Cornerstone Advisors (Washington)
Washington
$361K
LSC
1766
Lesa Sroufe & Co
Washington
$361K
AMAL
1767
Asset Management Advisors LLC
Oklahoma
$360K +$329K +3,553 New
SSM
1768
Sound Shore Management
Connecticut
$359K
RP
1769
Reinhart Partners
Wisconsin
$358K
OIM
1770
Orca Investment Management
Oregon
$358K +$327K +3,538 New
PAM
1771
Pope Asset Management
Tennessee
$354K
USGIU
1772
U.S. Global Investors (USGI)
Texas
$354K +$139K +1,500 +75%
SGC
1773
South Georgia Capital
Illinois
$354K +$323K +3,495 New
UGIF
1774
US Global Investors Funds
Maine
$354K +$324K +3,500 New
BFG
1775
Bouchey Financial Group
New York
$354K +$334K +3,616 New

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.