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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
SIM
1776
Sterling Investment Management
Arizona
$353K +$1.85K +20 +0.6%
MFP
1777
Mosaic Financial Partners
California
$352K -$27.7K -300 -8%
RC
1778
Riversville Capital
Connecticut
$349K -$2.75M -29,694 -90%
FIMG
1779
Financial & Investment Management Group
Michigan
$349K +$101K +1,093 +46%
MAA
1780
Mraz Amerine & Associates
California
$345K -$9.25K -100 -3%
HCM
1781
Hamlin Capital Management
New York
$342K -$214K -2,315 -41%
PWAG
1782
Polaris Wealth Advisory Group
California
$339K
BM
1783
Brandywine Managers
Delaware
$338K
CIC
1784
Cornercap Investment Counsel
Georgia
$334K -$5.55K -60 -2%
HIM
1785
Hanlon Investment Management
New Jersey
$330K
LFR
1786
Lehman Financial Resources
Pennsylvania
$328K -$27.7K -300 -8%
MG
1787
Mather Group
Illinois
$328K +$299K +3,239 New
GA
1788
Geller Advisors
New York
$327K -$98.4K -1,064 -25%
AGA
1789
Accuvest Global Advisors
Utah
$326K
QSS
1790
Quantitative Systematic Strategies
Florida
$325K +$297K +3,216 New
LOCC
1791
Lombard Odier & Cie (Canada)
Quebec, Canada
$323K +$296K +3,200 New
IT
1792
Investors Trust
Texas
$321K -$6.19M -66,930 -95%
ICM
1793
IMS Capital Management
Oregon
$318K
GC
1794
Gibson Capital
Pennsylvania
$314K -$20K -216 -6%
TCM
1795
TD Capital Management
Tennessee
$311K -$91.6K -991 -24%
BCM
1796
Beck Capital Management
Texas
$309K +$301K +3,252 New
TFCP
1797
Twin Focus Capital Partners
Massachusetts
$308K +$2.77K +30 +1%
HCM
1798
Horrell Capital Management
Arkansas
$307K -$18.5K -200 -6%
IF
1799
IRON Financial
Illinois
$307K +$280K +3,031 New
RI
1800
Redwood Investments
Massachusetts
$306K

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.