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ExxonMobil

1,929 hedge funds and large institutions have $201B invested in ExxonMobil in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 679 increasing their positions, 956 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.55B

1.04% less ownership

Funds ownership: 51.27%50.24% (-1%)

1% less funds holding

Funds holding: 1,9561,929 (-27)

9% less capital invested

Capital invested by funds: $222B → $201B (-$21.1B)

10% less funds holding in top 10

Funds holding in top 10: 705632 (-73)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 956

Holders
1,929
Holders Change
-27
Holders Change %
-1.38%
% of All Funds
55.95%
Holding in Top 10
632
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-10.35%
% of All Funds
18.33%
New
52
Increased
679
Reduced
956
Closed
61
Calls
$2.63B
Puts
$2.55B
Net Calls
+$77.5M
Net Calls Change
-$543M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1751
Keeley Asset Management
Illinois
$474K
SIG
1752
Schaller Investment Group
North Carolina
$471K
JIM
1753
Jensen Investment Management
Oregon
$470K +$45.8K +460 +10%
LWA
1754
Lenox Wealth Advisors
New York
$468K -$22.4K -225 -4%
Verition Fund Management
1755
Verition Fund Management
Connecticut
$467K -$2.83M -28,385 -85%
GA
1756
Gateway Advisory
New Jersey
$467K -$6.37K -64 -1%
AC
1757
Addison Capital
Pennsylvania
$464K -$417K -4,190 -46%
HCM
1758
Heathbridge Capital Management
Ontario, Canada
$462K
RL
1759
Ruffer LLP
United Kingdom
$461K -$39.8K -400 -8%
CAW
1760
Cornerstone Advisors (Washington)
Washington
$459K -$7.87K -79 -2%
RP
1761
Riverbridge Partners
Minnesota
$456K +$1.2K +12 +0.2%
CCS
1762
Crosspoint Capital Strategies
California
$455K +$199 +2 +0%
PTCG
1763
Pring Turner Capital Group
California
$451K
SIM
1764
Sterling Investment Management
Arizona
$447K +$43.3K +435 +10%
BCM
1765
BTC Capital Management
Iowa
$433K +$459K +4,609 New
HP
1766
HT Partners
Connecticut
$431K -$18K -181 -4%
PM
1767
Penbrook Management
New York
$431K +$84.7K +850 +23%
IPC
1768
Independent Portfolio Consultants
Florida
$430K +$197K +1,975 +76%
AWA
1769
Arete Wealth Advisors
Illinois
$424K -$7.07K -71 -2%
VCP
1770
Vista Capital Partners
Oregon
$420K +$80.2K +805 +22%
DBG
1771
De Burlo Group
Massachusetts
$419K -$41.1K -413 -8%
BCM
1772
Brown Capital Management
Maryland
$413K -$29.9K -300 -6%
MAS
1773
Madden Advisory Services
Florida
$413K +$5.48K +55 +1%
AW
1774
Alpha Windward
Massachusetts
$412K -$23.2K -233 -5%
PCM
1775
Palouse Capital Management
Washington
$407K

XOM Hedge Fund Activity: Q3 2014 in Review

1,929 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2014, worth a combined $201B — down 9.5% from $222B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of XOM and 52 opened new positions — a net loss of 9 holders — while 956 trimmed existing stakes and 679 added.

The largest buyer was Vanguard Group, adding an estimated $415M. The largest seller was Norges Bank, cutting an estimated $3.16B.

  • 1,929 institutional investors held ExxonMobil (XOM) as of Q3 2014, down from 1,956 in Q2 2014.
  • Funds reported $201B of ExxonMobil stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 52 funds opened new ExxonMobil positions in Q3 2014 and 61 closed out, a net change of -9 holders.
  • The largest ExxonMobil buyer in Q3 2014 was Vanguard Group, an estimated $415M added.
  • The largest ExxonMobil seller in Q3 2014 was Norges Bank, an estimated $3.16B sold.

Based on aggregated 13F filings for Q3 2014.